Continuum

Continuum is the AI system behind Canada's best advisors, combining botless meeting capture, smart client profiles, task automation, and Pages — interactive branded client deliverables — in a single desktop application. Headquartered in Toronto, Continuum is SOC 2 Type 2 certified, PIPEDA-compliant, and Canadian data resident.

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About the Integration

Continuum integrates seamlessly with Equisoft/connect to bring AI meeting intelligence directly into your CRM workflow. A 45-minute meeting that used to mean 20 extra minutes of typing notes now takes a single click to "approve." Compliance retention, follow-up reminders, and team handoffs all fire from the same source of truth, encrypted on Canadian soil.

Integration Benefits

  • Automated meeting capture and CRM sync: Meeting notes from every conversation across Zoom, Teams, Google Meet, desktop softphones, and in-person on mobile are pushed automatically into the corresponding Equisoft/connect record.
  • Task automation where your team works: Auto-generated follow-up tasks are written into Equisoft/connect alongside each meeting, ready for the advisor or their assistant to action.
  • Talk to your CRM in plain English: "Ask Continuum" reads from Equisoft/connect data so advisors can query their full CRM conversationally. Questions like "When did I last review David's RRSP allocation?" or "Which of my clients turn 71 this year?" are answered in seconds.
  • No meeting bots, ever: Continuum captures conversations invisibly without bots joining calls, keeping the client experience natural and professional.
  • Canadian data residency and compliance: SOC 2 Type 2 certified, PIPEDA-compliant, with 100% Canadian data residency in Toronto. Built for Canadian regulatory requirements.

How does it work?

The integration between Continuum and Equisoft/connect is directly available from the Continuum application. It takes two minutes to get up and running with Continuum and a few seconds to complete the integration with Equisoft.