BUILD LOYALTY AND GROW SMARTER
Secure AI for Financial Advisors
Surface client insights, automate notetaking, and use AI-powered workflows to deliver the services that clients value most.
WHAT WE DO
WHAT WE DO
Your AI Workspace for Client Servicing
Continuum uses AI to synthesize data across meetings, emails, and CRMs to surface insights and drive the next best action for every client.
Meetings automation
Meetings automation
Meetings automation
Save hours on meeting admin
Stop wasting hours on prep, notes, and follow-up.
Continuum captures meetings, summarizes conversations, and turns them into actions automatically.
Meeting summaries, with no bots on calls
Auto-generated next steps
CRM synced instantly
Client intelligence
Client intelligence
Client intelligence
Scale personalized client services
Continuum listens across channels to detect patterns, preferences, and changes. Keeping your data fresh and your outreach sharp.
Real-time updates on client context
Automatically surfaces what matters most
Profiles evolve with each interaction
Features
Features
Features
Deepen client relationships
& enhance productivity
Designed for modern firms, built to maximize impact
across your clients' entire financial journey.
The essential toolkit for advisory firms ready to operate at the next level and get real results.
The essential toolkit for advisory firms ready to operate at the next level and get real results.
Client Intelligence
Your client profiles update themselves with what you need to know to add more value.
Client Intelligence
Your client profiles update themselves with what you need to know to add more value.
Client Intelligence
Your client profiles update themselves with what you need to know to add more value.
Client Intelligence
Your client profiles update themselves with what you need to know to add more value.
Meeting Automation
AI notetaker summarizes what was discussed, suggests action items, and drafts your follow ups
Meeting Automation
AI notetaker summarizes what was discussed, suggests action items, and drafts your follow ups
Meeting Automation
AI notetaker summarizes what was discussed, suggests action items, and drafts your follow ups
Meeting Automation
AI notetaker summarizes what was discussed, suggests action items, and drafts your follow ups
Collaboration
Work more efficiently across your firm, and with external specialists.
Collaboration
Work more efficiently across your firm, and with external specialists.
Collaboration
Work more efficiently across your firm, and with external specialists.
Collaboration
Work more efficiently across your firm, and with external specialists.
Ask Anything
Find exactly what you need and get instant answers from your data.
Ask Anything
Find exactly what you need and get instant answers from your data.
Ask Anything
Find exactly what you need and get instant answers from your data.
Ask Anything
Find exactly what you need and get instant answers from your data.
Task Management
Turn meeting notes into tasks, track progress, and follow through.
Task Management
Turn meeting notes into tasks, track progress, and follow through.
Task Management
Turn meeting notes into tasks, track progress, and follow through.
Task Management
Turn meeting notes into tasks, track progress, and follow through.
Meeting Templates
Use smart templates to standardize your meeting notes for different meeting types.
Meeting Templates
Use smart templates to standardize your meeting notes for different meeting types.
Meeting Templates
Use smart templates to standardize your meeting notes for different meeting types.
Meeting Templates
Use smart templates to standardize your meeting notes for different meeting types.
HOW WE WORK
HOW WE WORK
HOW WE WORK
Let the AI do the heavy lifting for you
Transform client data into actionable insights and workflow automations.
WHY IT MATTERS
WHY IT MATTERS
WHY IT MATTERS
WHY IT MATTERS
Cut costs, grow revenue, and retain clients
Cut costs, grow revenue, and retain clients
Improve your operations and unlock your team’s full potential.
Improve your operations and unlock your team’s full potential.
Save up to 50 hours per month
With AI-powered automations Continuum dramatically reduces admin time.
Save up to 50 hours per month
With AI-powered automations Continuum dramatically reduces admin time.
Save up to 50 hours per month
With AI-powered automations Continuum dramatically reduces admin time.
Save up to 50 hours per month
With AI-powered automations Continuum dramatically reduces admin time.
Save up to 50 hours per month
With AI-powered automations Continuum dramatically reduces admin time.
Deliver holistic services
Bring clarity, and deliver comprehensive, high-touch services that improve client retention.
Deliver holistic services
Bring clarity, and deliver comprehensive, high-touch services that improve client retention.
Deliver holistic services
Bring clarity, and deliver comprehensive, high-touch services that improve client retention.
Deliver holistic services
Bring clarity, and deliver comprehensive, high-touch services that improve client retention.
Deliver holistic services
Bring clarity, and deliver comprehensive, high-touch services that improve client retention.
Scale without increasing headcount
Let automation multiply your impact at the same high standard, to grow faster without growing your team.
Scale without increasing headcount
Let automation multiply your impact at the same high standard, to grow faster without growing your team.
Scale without increasing headcount
Let automation multiply your impact at the same high standard, to grow faster without growing your team.
Scale without increasing headcount
Let automation multiply your impact at the same high standard, to grow faster without growing your team.
Scale without increasing headcount
Let automation multiply your impact at the same high standard, to grow faster without growing your team.
Future-proof your firm with AI
Firms adopting AI aren’t just keeping pace, they’re staying ahead. Continuum ensures your firm is ready for what’s next.
Future-proof your firm with AI
Firms adopting AI aren’t just keeping pace, they’re staying ahead. Continuum ensures your firm is ready for what’s next.
Future-proof your firm with AI
Firms adopting AI aren’t just keeping pace, they’re staying ahead. Continuum ensures your firm is ready for what’s next.
Future-proof your firm with AI
Firms adopting AI aren’t just keeping pace, they’re staying ahead. Continuum ensures your firm is ready for what’s next.
Future-proof your firm with AI
Firms adopting AI aren’t just keeping pace, they’re staying ahead. Continuum ensures your firm is ready for what’s next.
90%
Reduction in meeting admin and post-meeting
follow ups
30%
More time allocated to building relationships with clients and growing your book
5x
Share of client wallet and higher retention by offering holistic wealth services
INTEGRATIONS
INTEGRATIONS
INTEGRATIONS
INTEGRATIONS
Works with the tools you already use
No manual entry, no meeting bots, no complex setup. Continuum integrates with your existing tools.
Security
Your security is our top priority
Continuum is SOC 2 Type ll compliant and trusted by firms managing billions. All data is encrypted, logged, and audit-ready. Purpose-built for enterprise-grade security and compliance in financial services.
End-to-end encryption
Audit trail logging
Custom integration with your firm’s tech stack
Security
Your security is our top priority
Continuum is SOC 2 Type ll compliant and trusted by firms managing billions. All data is encrypted, logged, and audit-ready. Purpose-built for enterprise-grade security and compliance in financial services.
End-to-end encryption
Audit trail logging
Custom integration with your firm’s tech stack
FAQ
Your questions answered
How long does it take to get started?
How do you transcribe meetings without a bot?
How does AI impact the security of my client data?
FAQ
Your questions answered
How long does it take to get started?
How do you transcribe meetings without a bot?
How does AI impact the security of my client data?
FAQ
Your questions answered
How long does it take to get started?
How do you transcribe meetings without a bot?
How does AI impact the security of my client data?
FAQ
Your questions answered
How long does it take to get started?
How do you transcribe meetings without a bot?
How does AI impact the security of my client data?
FAQ
Your questions answered
How long does it take to get started?
How do you transcribe meetings without a bot?
How does AI impact the security of my client data?
Ready to scale your practice with AI?
Discover how Continuum helps you work smarter, retain more clients, and deliver exceptional service at scale.
Ready to scale your practice with AI?
Discover how Continuum helps you work smarter, retain more clients, and deliver exceptional service at scale.
Ready to scale your practice with AI?
Discover how Continuum helps you work smarter, retain more clients, and deliver exceptional service at scale.
Ready to scale your practice with AI?
Discover how Continuum helps you work smarter, retain more clients, and deliver exceptional service at scale.
Ready to scale your practice with AI?
Discover how Continuum helps you work smarter, retain more clients, and deliver exceptional service at scale.
contact
Our team is here to support your next move
Whether you're exploring options or ready to dive in, we're happy to connect.
contact
Our team is here to support your next move
Whether you're exploring options or ready to dive in, we're happy to connect.
contact
Our team is here to support your next move
Whether you're exploring options or ready to dive in, we're happy to connect.
contact
Our team is here to support your next move
Whether you're exploring options or ready to dive in, we're happy to connect.
contact
Our team is here to support your next move
Whether you're exploring options or ready to dive in, we're happy to connect.