Scale Personalized Service

AI-Powered

Client Intelligence

Unify client communication into one AI-native, compliant workspace. Built for Financial Advisors.

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Shaped by Leading Advisory Teams

WHAT WE DO

Multichannel memory for every client conversation

Turn every call, text, email, and meeting into a living client memory that powers insight and action.

Capture

Collaborative, compliant client texting with automatic archiving and full searchability.

Learn

A complete memory of client interactions and context enriched with intelligent insights.

Act

Embedded intelligence surfacing follow-ups and tasks, seamlessly synced to your CRM.

Capture

Collaborative, compliant client texting with automatic archiving and full searchability.

Learn

A complete memory of client interactions and context enriched with intelligent insights.

Act

Embedded intelligence surfacing follow-ups and tasks, seamlessly synced to your CRM.

Capture

Collaborative, compliant client texting with automatic archiving and full searchability.

Learn

A complete memory of client interactions and context enriched with intelligent insights.

Act

Embedded intelligence surfacing follow-ups and tasks, seamlessly synced to your CRM.

Capture

Collaborative, compliant client texting with automatic archiving and full searchability.

Learn

A complete memory of client interactions and context enriched with intelligent insights.

Act

Embedded intelligence surfacing follow-ups and tasks, seamlessly synced to your CRM.

WHY IT MATTERS

Serve clients the way they want to be served

Meet rising client expectations with fast, personalized service.

Faster Follow-Through

Respond quickly with full context—no digging, no delays, no dropped balls.

Faster Follow-Through

Respond quickly with full context—no digging, no delays, no dropped balls.

Faster Follow-Through

Respond quickly with full context—no digging, no delays, no dropped balls.

Faster Follow-Through

Respond quickly with full context—no digging, no delays, no dropped balls.

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.

Stronger Relationships

Personalize service with a complete memory of every client touchpoint.

Stronger Relationships

Personalize service with a complete memory of every client touchpoint.

Stronger Relationships

Personalize service with a complete memory of every client touchpoint.

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.

More Time for What Matters

Cut down on prep, notes, and follow-up so you can focus on delivering exceptional service.

More Time for What Matters

Cut down on prep, notes, and follow-up so you can focus on delivering exceptional service.

More Time for What Matters

Cut down on prep, notes, and follow-up so you can focus on delivering exceptional service.

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.

Book your demo

Future-proof your firm with AI

Stay ahead of client expectations with AI that helps your firm scale high-touch service without scaling headcount.

Book your demo

Future-proof your firm with AI

Stay ahead of client expectations with AI that helps your firm scale high-touch service without scaling headcount.

Book your demo

Future-proof your firm with AI

Stay ahead of client expectations with AI that helps your firm scale high-touch service without scaling headcount.

Book your demo

Future-proof your firm with AI

Stay ahead of client expectations with AI that helps your firm scale high-touch service without scaling headcount.

Book your demo

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

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.

Meeting Transcription

AI notes, without the bots

Accurate AI-powered meeting summaries and next steps for any conversation, without intrusive bots crowding the call.

Fully customizable templates

Ask AI about the meeting

Instant CRM sync

Learn more

Texting

Text your clients, compliantly

Collaborative, compliant texting that keeps your team aligned and client requests on track.

A2P DLC compliant

Hyper-personalized templates

Team-wide visibility and role-based access

Features

Never drop the ball

Continuum’s multichannel memory helps you deliver service that feels timely, personal, and effortless.

The essential toolkit for advisory firms ready to operate at the next level and get real results.

Intelligent Client Profiles

A full history of client interactions, plus memories and trending topics so you always know what matters most.

Intelligent Client Profiles

A full history of client interactions, plus memories and trending topics so you always know what matters most.

Intelligent Client Profiles

A full history of client interactions, plus memories and trending topics so you always know what matters most.

Intelligent Client Profiles

A full history of client interactions, plus memories and trending topics so you always know what matters most.

Multi-Media Templates

Send personalized messages with text, video, or voice with templates tailored to your firm’s voice.

Multi-Media Templates

Send personalized messages with text, video, or voice with templates tailored to your firm’s voice.

Multi-Media Templates

Send personalized messages with text, video, or voice with templates tailored to your firm’s voice.

Multi-Media Templates

Send personalized messages with text, video, or voice with templates tailored to your firm’s voice.

Team Collaboration

A shared view of client conversations with internal threads for behind-the-scenes coordination.

Team Collaboration

A shared view of client conversations with internal threads for behind-the-scenes coordination.

Team Collaboration

A shared view of client conversations with internal threads for behind-the-scenes coordination.

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.

AI Memory

Get instant answers from a living memory of past meetings, messages, and tasks.

AI Memory

Get instant answers from a living memory of past meetings, messages, and tasks.

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.

Task Suggestions

Generate tasks from meetings, texts, and emails—with one-click sync to your CRM.

Task Suggestions

Generate tasks from meetings, texts, and emails—with one-click sync to your CRM.

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.

Meeting Templates

Guide AI meeting summaries with smart templates to standardize outputs for every type of conversation.

Meeting Templates

Guide AI meeting summaries with smart templates to standardize outputs for every type of conversation.

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.

Book your demo

INTEGRATIONS

Works with the tools you already use

No manual entry, no meeting bots, no complex setup. Continuum integrates with your existing tools.

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Security & Compliance

Compliant By Design

SOC 2 Type II certified and purpose-built for financial services, Continuum captures and archives all communication in a secure, audit-ready system.

Compliance dashboard for archiving and monitoring

End-to-end encryption

Custom retention policies

Audit-ready notes and trail logs

A2P 10DLC–registered texting

Firm-owned client data

Learn more

FAQ