Continuum, the AI-powered client intelligence platform for Canadian advisors, 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.

Canadian advisors deserve software built for the way they actually work — not stitched together from US-centric tools

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.

Marketing Technology News: MarTech Interview with Stephen Howard-Sarin, MD of Retail Media, Americas @ Criteo

“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.”

Marketing Technology News: From MarTech Stack to MarTech Fabric: Weaving Brand, Content, and Conversion Into One Thread

“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.”