Tag : Continuum

Sterling Mutuals Names Continuum the Exclusive AI Client Intelligence Platform for Its Advisor Network
Finance Investment Services News Uncategorized

Sterling Mutuals Names Continuum the Exclusive AI Client Intelligence Platform for Its Advisor Network

Business Wire
by Business Wire0
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 Sterling Mutuals Inc., one of Canada’s largest independent financial services dealers, named Continuum the exclusive AI client intelligence platform for its national network of more......
Designed Wealth Management and Continuum Announce Strategic Partnership to Bring AI Client Intelligence to Canadian Advisors
Artificial Intelligence Investments News

Designed Wealth Management and Continuum Announce Strategic Partnership to Bring AI Client Intelligence to Canadian Advisors

Business Wire
by Business Wire0
Continuum’s botless meeting capture, AI client profiles, and interactive client microsites roll out across Designed Wealth Management’s 150+ advisor network starting  Continuum, the AI-powered client intelligence platform for Canadian advisors, announced a strategic partnership with Designed Wealth Management, the Canadian independent wealth management platform and investment dealer supporting more than......
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