AI FOR FINANCIAL ADVISORS
Client Service, Accelerated
The app the fastest advisory teams use to serve their clients.
WHAT WE DO
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.
Meetings automation
Meetings automation
Meetings automation
Save hours on meeting admin
Stop wasting hours on prep, notes, and follow-up.
Continuum captures meetings, summarizes conversations, and turns them into actions automatically.
Meeting summaries, with no bots on calls
Auto-generated next steps
CRM synced instantly
Client intelligence
Client intelligence
Client intelligence
Scale personalized client services
Continuum listens across channels to detect patterns, preferences, and changes. Keeping your data fresh and your outreach sharp.
Real-time updates on client context
Automatically surfaces what matters most
Profiles evolve with each interaction
Features
Features
Features
Deepen client relationships
& enhance productivity
Designed for modern firms, built to maximize impact
across your clients' entire financial journey.
The essential toolkit for advisory firms ready to operate at the next level and get real results.
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
HOW WE WORK
HOW WE WORK
Let the AI do the heavy lifting for you
Transform client data into actionable insights and workflow automations.
WHY IT MATTERS
WHY IT MATTERS
WHY IT MATTERS
WHY IT MATTERS
Cut costs, grow revenue, and retain clients
Cut costs, grow revenue, and retain clients
Improve your operations and unlock your team’s full potential.
Improve your operations and unlock your team’s full potential.
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.
Future-proof your firm with AI
Stay ahead of client expectations with AI that helps your firm scale high-touch service without scaling headcount.
Future-proof your firm with AI
Stay ahead of client expectations with AI that helps your firm scale high-touch service without scaling headcount.
Future-proof your firm with AI
Stay ahead of client expectations with AI that helps your firm scale high-touch service without scaling headcount.
Future-proof your firm with AI
Stay ahead of client expectations with AI that helps your firm scale high-touch service without scaling headcount.
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
INTEGRATIONS
INTEGRATIONS
INTEGRATIONS
INTEGRATIONS
Works with the tools you already use
No manual entry, no meeting bots, no complex setup. Continuum integrates with your existing tools.
Security
Your security is our top priority
Continuum is SOC 2 Type ll compliant and trusted by firms managing billions. All data is encrypted, logged, and audit-ready. Purpose-built for enterprise-grade security and compliance in financial services.
End-to-end encryption
Audit trail logging
Custom integration with your firm’s tech stack
Security
Your security is our top priority
Continuum is SOC 2 Type ll compliant and trusted by firms managing billions. All data is encrypted, logged, and audit-ready. Purpose-built for enterprise-grade security and compliance in financial services.
End-to-end encryption
Audit trail logging
Custom integration with your firm’s tech stack
FAQ
Your questions answered
How long does it take to get started?
How do you transcribe meetings without a bot?
How does AI impact the security of my client data?
How can I text clients compliantly?
How does AI impact the security of my client data?
FAQ
Your questions answered
How long does it take to get started?
How do you transcribe meetings without a bot?
How does AI impact the security of my client data?
How can I text clients compliantly?
How does AI impact the security of my client data?
FAQ
Your questions answered
How long does it take to get started?
How do you transcribe meetings without a bot?
How does AI impact the security of my client data?
How can I text clients compliantly?
How does AI impact the security of my client data?
FAQ
Your questions answered
How long does it take to get started?
How do you transcribe meetings without a bot?
How does AI impact the security of my client data?
How can I text clients compliantly?
How does AI impact the security of my client data?
FAQ
Your questions answered
How long does it take to get started?
How do you transcribe meetings without a bot?
How does AI impact the security of my client data?
How can I text clients compliantly?
How does AI impact the security of my client data?
Ready to scale your practice with AI?
Discover how Continuum helps you work smarter, retain more clients, and deliver exceptional service at scale.
Ready to scale your practice with AI?
Discover how Continuum helps you work smarter, retain more clients, and deliver exceptional service at scale.
Ready to scale your practice with AI?
Discover how Continuum helps you work smarter, retain more clients, and deliver exceptional service at scale.
Ready to scale your practice with AI?
Discover how Continuum helps you work smarter, retain more clients, and deliver exceptional service at scale.
Ready to scale your practice with AI?
Discover how Continuum helps you work smarter, retain more clients, and deliver exceptional service at scale.
contact
Our team is here to support your next move
Whether you're exploring options or ready to dive in, we're happy to connect.
contact
Our team is here to support your next move
Whether you're exploring options or ready to dive in, we're happy to connect.
contact
Our team is here to support your next move
Whether you're exploring options or ready to dive in, we're happy to connect.
contact
Our team is here to support your next move
Whether you're exploring options or ready to dive in, we're happy to connect.
contact
Our team is here to support your next move
Whether you're exploring options or ready to dive in, we're happy to connect.