Continuum
Continuum captures Canadian financial advisers' client meetings without a bot joining the call, across video platforms, desktop softphones and in person on mobile, then generates…
Overview
Continuum captures Canadian financial advisers' client meetings without a bot joining the call, across video platforms, desktop softphones and in person on mobile, then generates notes and action items and pushes them automatically into the adviser's CRM record. Around that sit smart client profiles, task automation, natural language search across CRM data, and Pages, interactive branded client deliverables. The platform synthesises meetings, email and CRM data to surface next best actions, and runs as a single desktop application. It is built deliberately for the Canadian market rather than adapted from United States tools, and is SOC 2 Type 2 certified, compliant with Canadian privacy legislation and Canadian data resident.
Details
Educational listing only. CrackTheDeck does not endorse this product or promise investment results.
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