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Why Canadian advisors

keep choosing

Continuum

over

Focal AI

Built in Toronto. By Canadians. For Canadian Advisors. Continuum and Focal both offer AI platforms for Canadian financial advisors — but only Continuum delivers botless notetaking across every meeting platform and phone calls, plus Pages: interactive, AI-powered client deliverables built with your firm's branding in seconds.

FeatureFocal AI
Origin
Head officeToronto, ONSan Francisco, CA
Built forCanadian advisorsUS & Canada
Meeting capture
Meeting captureBotlessBot joins the call
Automatic speaker taggingYesManual
Conference into phone callsYesNo
VoIP softphonesZoom Phone, RingCentral, Telus, Rogers, DialpadYes, nativelyNo
In-person mobile appYesYes
Integrations
Integration approachNative API onlyBrowser agent + API (limited)
Conquest PlanningNative APIBrowser plugin
Workflow
Smart client profilesYesNo
Pre-meeting emailsYesYes
Post-meeting follow-upsYesYes
Pages
Interactive client deliverablesYesNo
Branded to your firmYesNo
Engagement analyticsopens, time, AI chatYesNo
Auto-attached disclosures + audit trailYesNo
Reusable page templatesYesNo
Client-side AI chatYesNo
Coaching
Coaching frameworkOpen-ended, adaptive, self-learningLocked to Shaping Wealth
Pricing
Annual planStarting at CA$79 / seat / moStarting at $100 / seat / mo
Monthly planStarting at CA$89 / seat / moStarting at $120 / seat / mo
Compliance
StandardsPIPEDA, OPC-aligned, CIRO-compliantPIPEDA, OPC-aligned, CIRO-compliant
Consent trackingAudit loggedBot visible
SOC 2 Type IIYesYes
Canadian data residencyYesYes

Continuum vs Focal AI: Built in Canada for Canadian Advisors

Continuum and Focal AI are both built for Canadian advisors, and both are SOC 2 Type II certified with Canadian data residency and PIPEDA, OPC and CIRO alignment. The differences are in capture and integrations. Continuum captures meetings natively on the advisor's device, so no bot joins the Zoom, Teams or Meet call, and it also captures phone calls, VoIP softphones such as Zoom Phone, RingCentral, Telus, Rogers and Dialpad, and in-person meetings through the mobile app. Focal sends a bot into the call and does not capture phone or VoIP natively. Continuum integrates through native APIs and MCP only, including Conquest Planning; Focal combines a browser agent with limited APIs. Continuum also includes smart client profiles and Pages, branded interactive client deliverables. Continuum is headquartered in Toronto and starts at CA$79 per seat per month on an annual plan; Focal is based in San Francisco at $100 per seat per month.

FAQ

Your questions answered

How is Continuum different from Focal at meeting capture?

What's the difference between native API integrations and browser agents?

Is Continuum compliant for Canadian advisors?