Compare
Why Canadian advisors
keep choosing
Continuum
over
Fireflies
Built in Toronto. By Canadians. For Canadian Advisors.
| Feature | Fireflies | |
|---|---|---|
| Origin | ||
| Built for | Canadian advisors | Sales teams |
| Head office | Toronto, ON | San Francisco, CA |
| Meeting capture | ||
| Meeting capture | Botless | Fred bot joins the call |
| Captures Zoom | Yes | Yes (via bot) |
| Captures Microsoft Teams | Yes | Yes (via bot) |
| Captures Google Meet | Yes | Yes (via bot) |
| Conference into phone calls | Yes | Limited |
| VoIP softphonesZoom Phone, RingCentral, Telus, Rogers, Dialpad | Yes, natively | No |
| In-person mobile app | Yes | Yes |
| Automatic speaker tagging | Yes, from CRM | Generic |
| Integrations | ||
| Wealth CRMsWealthbox, Salesforce FSC, Maximizer | Native API | Generic CRM only |
| Conquest Planning | Native API | None |
| Push-to-CRM | One click | Generic CRM push |
| Workflow | ||
| Smart client profiles | Yes | No |
| Pre-meeting emails | Yes | No |
| Post-meeting follow-ups | Yes | Yes |
| Advisor-tuned templatesPortfolio review, KYC, Life Design | Yes | Generic only |
| Canadian financial vocabularyTFSA, RRSP, FHSA, RRIF, LIRA | Tuned | Generic US English |
| Pages | ||
| Interactive client deliverables | Yes | No |
| Branded to your firm | Yes | No |
| Engagement analyticsopens, time, AI chat | Yes | No |
| Auto-attached disclosures + audit trail | Yes | No |
| Client-side AI chat | Yes | No |
| Coaching | ||
| Performance coaching | Open-ended, adaptive, self-learning | Sales-focused conversation intelligence |
| Pricing | ||
| Per seat / month | CA$79 annual / CA$89 monthly | US$10–$19 across tiers |
| Compliance | ||
| Standards | PIPEDA, OPC-aligned, CIRO-compliant | SOC 2 Type II, HIPAA, GDPR (no CIRO posture) |
| Built for fiduciary work | Yes — designed for it | Built for sales calls |
| Audio storage | Discarded after transcription | Stored on US cloud servers |
| Consent tracking | Audit logged | Bot visible |
| SOC 2 Type II | Yes | Yes |
| Canadian data residency | Yes | No (US cloud) |
Continuum vs Fireflies: Advisor Intelligence, Not Just Notes
Fireflies is a conversation intelligence tool built around sales calls. Continuum is built for Canadian financial advisors and fiduciary conversations. Fireflies' Fred bot joins Zoom, Teams and Meet calls; Continuum captures natively on the advisor's device with no bot, and also captures phone calls and VoIP softphones natively, where Fireflies is limited. Continuum tags speakers from your CRM, integrates through native APIs and MCP only, including wealth CRMs and Conquest Planning, and pushes summaries and tasks with one click; Fireflies offers generic CRM push. Continuum adds advisor-tuned templates, Canadian financial vocabulary, smart client profiles and branded interactive client Pages. On data handling, Continuum never records audio, the meeting is streamed live for transcription, audit-logs consent and keeps data in Canada; Fireflies stores audio on US cloud servers and has no CIRO posture. Both are SOC 2 Type II certified. Continuum starts at CA$79 per seat per month on an annual plan; Fireflies ranges from US$10 to US$19.
FAQ
Your questions answered
Why does Fireflies' sales focus matter for advisors?
Where does Continuum store my data?
How is consent tracked?
