Insights

The Q Wealth Canadian Lounge at Future Proof 2026, captured by Continuum: session videos, photos, panel takeaways and an assistant you can ask about the day.

Continuum is now listed in the Claude connector directory and the ChatGPT app directory. Connect your AI assistant and ask about your meetings, transcripts and clients in plain English.

Continuum now transcribes meetings in 18 languages and can follow a conversation that switches between them. Set English, French, both, or multi-language detection in one place.

Capture and track each client's consent status directly in Continuum, so you can confirm consent is documented before transcribing a call or meeting.

In addition to PDFs, you can now upload Word documents, Excel spreadsheets and PowerPoint presentations to create a Page or to ask questions in chat.

Every AI composer in the Continuum desktop app now has a microphone. Dictate a quick question in chat or a detailed brief for a Page, and Continuum takes it from there.

Meeting summaries, action items, and follow-up tasks push from Continuum into the matching Maximizer contact. No bot on the call, and no client conversation left to memory.

Sharing a meeting in Continuum now has two access levels, Can view and Can edit, plus default sharing settings so your team sees new meetings without extra clicks.

Equisoft/connect, Microsoft Dynamics 365, Salesforce, HubSpot, Act! Premium Cloud, Laylah, Cloven and Zoho join Wealthbox and Maximizer. Import contacts, push notes and tasks, and search your CRM from Ask Continuum.

Advisors across Sterling's national network gain botless meeting capture, compliance-ready summaries, and interactive client microsites, with meeting notes flowing directly into Sterling's OneBoss back office

You can now connect multiple email and calendar accounts to a single Continuum login, with duplicates removed and per-account control over what each one contributes.

Continuum can join your phone calls, with consent, and return a transcript, summary and tasks the moment you hang up. From desktop or mobile, no video call required.

Pages turns a meeting, a document or a prompt into a branded, interactive client deliverable your clients can read on any device. Here is how it works.

Advisors across Carte's wealth and insurance businesses gain access to the full Continuum platform, from botless meeting capture to interactive client microsites

Meeting notes, action items, and follow-ups now sync from Continuum straight into the matching Laylah client record. No retyping, no bot in the call.

Monarch Wealth has named Continuum its exclusive AI solution for advisors. Here's what a firm-wide standard signals for Canadian advisory practices.

Artificial intelligence is going to reward the practice you’ve already built

Wealth management isn't the first place you'd think to look for AI's most revealing business implications. It should be.

Botless AI transcription can be fully compliant under PIPEDA when consent is meaningful, documented, and controllable. Here's how Continuum handles consent, audit logging, retention, and data minimization for Canadian financial advisors.

Botless meeting capture records a meeting from the advisor's own device, with no bot joining the call. Here is how it works, why it matters for compliance, and how Continuum does it.

Yes. Continuum captures and summarizes client conversations in English or French. Here is how bilingual support works for Canadian advisors.

Continuum Core is CA$79 per seat per month on an annual plan. Here is what each plan includes, how seats work, and what the free trial covers.