Tag : Sterling Mutuals

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......
Sterling Mutuals Allies with CI Financial’s Snap Projections to Boost Financial Planning Capabilities
Finance News

Sterling Mutuals Allies with CI Financial’s Snap Projections to Boost Financial Planning Capabilities

Fintech News Desk
by Fintech News Desk0
Sterling Mutuals Inc., one of Canada’s largest independent financial services dealers, and Snap Projections Inc., a leader in financial planning software, announce a relationship that enhances the ability of Sterling’s advisors to support their clients with advanced financial planning services. “We are very pleased to partner with Sterling to deliver......
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