Compare
Why Canadian advisors
keep choosing
Continuum
over
Zoom AI
Built in Toronto. By Canadians. For Canadian Advisors.
| Feature | Zoom AI | |
|---|---|---|
| Origin | ||
| Built for | Canadian advisors | Generic Zoom users |
| Head office | Toronto, ON | San Jose, CA |
| Meeting capture | ||
| Captures Zoom | Yes | Yes |
| Captures Microsoft Teams | Yes | Zoom-only |
| Captures Google Meet | Yes | Zoom-only |
| Conference into phone calls | Yes | No |
| VoIP softphonesZoom Phone, RingCentral, Telus, Rogers, Dialpad | Yes, natively | No |
| In-person mobile app | Yes | No |
| Activation | Per-user, no admin gating | Owner / host must enable |
| Integrations | ||
| Wealth CRMsWealthbox, Salesforce FSC, Maximizer, HubSpot | Native API | None |
| Conquest Planning | Native API | None |
| Push-to-CRM | One click | Manual copy-paste |
| Workflow | ||
| Smart client profiles | Yes | No |
| Pre-meeting emails | Yes | No |
| Post-meeting follow-ups | Yes | Generic recap only |
| 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 | None |
| Pricing | ||
| Per seat / month | CA$79 annual / CA$89 monthly | Bundled with Zoom Business plan |
| Total advisor software | One tool, one price | Zoom + CRM + transcription + follow-up tools |
| Compliance | ||
| Standards | PIPEDA, OPC-aligned, CIRO-compliant | Generic enterprise compliance |
| Approved for sensitive client information | Yes — designed for it | Zoom advises against it |
| Consent tracking | Audit logged | Recording disclosure only |
| SOC 2 Type II | Yes | Yes |
| Canadian data residency | Yes | Conditional (enterprise + manual) |
Continuum vs Zoom AI: Capture Every Advisor Meeting
Zoom AI Companion summarizes Zoom meetings for general business users. Continuum is built for Canadian financial advisors and captures every client conversation, not only Zoom: Microsoft Teams, Google Meet, phone calls, VoIP softphones and in-person meetings through the mobile app, with no bot joining and no administrator needing to enable it. Continuum integrates through native APIs and MCP only, including Conquest Planning, and pushes summaries and tasks to wealth CRMs with one click; Zoom AI has no CRM integrations and relies on copy and paste. Continuum is tuned to Canadian financial vocabulary, with advisor templates, smart client profiles and branded interactive client Pages. On compliance, Continuum is PIPEDA, OPC-aligned and CIRO-compliant with audit-logged consent and Canadian data residency, and it is designed for sensitive client information; Zoom advises against using AI Companion for sensitive data and offers Canadian residency only conditionally on enterprise plans. Continuum starts at CA$79 per seat per month on an annual plan.
FAQ
Your questions answered
Can Continuum capture meetings outside of Zoom?
Why isn't Zoom AI Companion enough for advisor compliance?
Can Continuum capture phone calls?
