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