Continuum and Cloven Announce CRM Integration for Canadian Advisors
Joint integration brings Continuum’s AI-powered meeting capture, summaries, and task automation directly into Cloven’s advisor-focused CRM
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.”
