AI FOR FINANCIAL ADVISORS
Client Service, Accelerated
The app the fastest advisory teams use to serve their clients.
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
Meeting summaries, with no bots on calls
Auto-generated next steps
CRM synced instantly
Client intelligence
Real-time updates on client context
Automatically surfaces what matters most
Profiles evolve with each interaction
Features
Meeting Automation
AI notetaker that summarizes what was discussed, suggests action items, and drafts your follow up emails.
Intelligent Client Profiles
A full history of client interactions, plus memories and trending topics so you always know what matters most.
Team Collaboration
A shared view of client conversations with internal threads for behind-the-scenes coordination.
AI Memory
Get instant answers from a living memory of past meetings, messages, and tasks.
Task Suggestions
Generate tasks from meetings, texts, and emails—with one-click sync to your CRM.
Meeting Templates
Guide AI meeting summaries with smart templates to standardize outputs for every type of conversation.
HOW WE WORK
Let the AI do the heavy lifting for you
Transform client data into actionable insights and workflow automations.
WHY IT MATTERS
Faster Follow-Through
Respond quickly with full context—no digging, no delays, no dropped balls.
Stronger Relationships
Personalize service with a complete memory of every client touchpoint.
More Time for What Matters
Cut down on prep, notes, and follow-up so you can focus on delivering exceptional service.
Future-proof your firm with AI
Stay ahead of client expectations with AI that helps your firm scale high-touch service without scaling headcount.
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
Works with the tools you already use
No manual entry, no meeting bots, no complex setup. Continuum integrates with your existing tools.
