Joint integration brings Continuum’s AI-powered meeting capture, summaries, and task automation directly into Cloven’s advisor-focused CRM

TORONTO: Continuum, the AI-powered client intelligence platform for Canadian advisors, today announced an integration with Cloven, the CRM that simplifies client interactions for Canadian financial advisors through centralized client profiles, pre-built reporting, and workflow automation. The partnership gives advisors a unified workflow that pairs Continuum’s botless meeting capture and AI-generated client notes with Cloven’s purpose-built advisory CRM.

With the integration, meetings recorded through Continuum across Zoom, Microsoft Teams, softphones, and in person on mobile automatically sync notes and action items into client records in Cloven. Advisors can move from conversation to documented CRM records without additional admin work.

“Canadian advisors deserve software built for the way they actually work - not stitched together from US-centric tools,” said Daniel Asper, Co-Founder and CEO of Continuum. “Cloven shares our commitment to Canadian data residency. This integration makes advisor workflows faster and far less administrative.”

“Our customers have been asking for an AI meeting solution that pairs cleanly with the CRM they already use every day,” said Massimo Ianniruberto, Co-Founder of Cloven. “The integration with Continuum removes one of the largest sources of friction in the advisor day - getting meeting context into the CRM - without compromising on compliance or data sovereignty.”

The two companies will host a joint webinar on June 3, 2026 to demonstrate the integration and walk advisors through getting started. Registration is open at meeting.zoho.com/meeting/register?sessionId=1046184139.

About Continuum

Continuum (oncontinuum.com) 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 Cloven

Cloven (cloven.ca) is Canada’s CRM for financial advisors - built to simplify complexity, centralize client data, and power better client relationships. Created by BluRoot Inc., a Toronto-based fintech and Zoho Premium Partner with over a decade of experience, Cloven gives advisors a single, powerful system to manage their business, automate workflows, and uncover new opportunities, with 100% of client data securely stored on Canadian soil. Learn more at cloven.ca.

Fonte: Business Wire