Carte Financial Group Names Continuum the Exclusive AI Client Intelligence System for Its National Advisor Network
Advisors across Carte's wealth and insurance businesses gain access to the full Continuum platform, from botless meeting capture to interactive client microsites
Carte Financial Group, the Ontario-based financial services organization, today named Continuum the exclusive AI client intelligence system for its national network of over 1000 independent advisors. The agreement brings Continuum to financial advisors at Carte Wealth Management Inc. and extends to its insurance professionals through Carte Risk Management Inc., one of Canada's fastest-growing MGAs.
Carte was founded in 2007 on a planning-first model, in which financial planning drives the product recommendation rather than the other way around. Independently owned and present in every Canadian province, the group pairs advisor autonomy with the governance and operational support an independent practice requires. Continuum operates on a complementary belief: the surest way for an advisor to grow is exceptional client service, and technology should reduce the administrative work that competes with it.
"Technology is a core pillar of how Carte supports advisors, but we only incorporate tools that respect how independent advisors actually run their practices," said Kirk Purai, Founder and CEO of Carte Financial Group. "Continuum strengthens the part of this business that matters most, the time our advisors spend with clients, while meeting the governance and compliance standards our network is built on. It's a natural addition to the connected ecosystem we're creating for our advisors."
