Joint integration lets advisors using Equisoft/connect push meeting notes and tasks into their CRM automatically, and ask their CRM questions with natural language, all through Continuum’s desktop app

TORONTO & MONTREAL: Equisoft, a leading global digital solutions provider to the financial services industry, and Continuum, the AI-powered client intelligence platform for Canadian advisors, today announced an integration that connects Continuum to Equisoft/connect, the CRM relied on by financial advisors across Canada. The integration is live today. It offers three new capabilities to advisors using both products, and to Equisoft/connect users trying Continuum for the first time:

• Meeting notes from every advisor-client conversation are pushed automatically into the corresponding Equisoft/connect record. This works across Zoom, Microsoft Teams, Google Meet, desktop softphones, and in-person on mobile.
• Auto-generated follow-up tasks are written into Equisoft/connect alongside each meeting, ready for the advisor or their assistant to action.
• “Ask Continuum,” the platform’s natural-language assistant, now reads from Equisoft/connect data. Advisors can query their full CRM with natural language (“When did I last review David’s RRSP allocation?” or “Which of my clients turn 71 this year?”) and get an answer in seconds.

For advisors running their practice on Equisoft/connect, the everyday math of client work changes. A 45-minute meeting that used to mean another 20 minutes of typing notes becomes a single click of “approve.” Compliance retention, follow-up reminders, and team handoffs all fire from the same source of truth. Everything stays encrypted on Canadian soil.

“Many of the most successful Canadian advisors run their practice on Equisoft/connect,” said Daniel Asper, Co-Founder and CEO of Continuum. “We built this integration so Continuum becomes the natural complement to that workflow, bringing AI meeting capture, task automation, and natural-language search to the client data advisors already trust to Equisoft.”

The integration is included for all Continuum subscribers. Equisoft/connect users new to Continuum can get started at oncontinuum.com.

About 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.

Learn more at oncontinuum.com.

About Equisoft

Founded in 1994, Equisoft is a global provider of advanced insurance and investment digital solutions. Recognized as a valued partner by over 325 of the world’s leading financial institutions, Equisoft offers a complete AI-enabled ecosystem-from front-end applications to integrated back-office and pension systems-backed by proven data migration expertise. The firm’s ecosystem serves insurers, distributors, banks, pensions, and asset managers. With a multicultural team of over 850 experts based in North America, the Caribbean, Latin America, Europe, Africa, Asia and Australia, Equisoft helps its clients tackle any challenge in this era of digital disruption.

For more information, please visit www.equisoft.com.

Fonte: Business Wire