Sterling Mutuals Names Continuum the Exclusive AI Client Intelligence Platform for Its Advisor Network
Advisors across Sterling's national network gain botless meeting capture, compliance-ready summaries, and interactive client microsites, with meeting notes flowing directly into Sterling's OneBoss back office
Sterling Mutuals Inc., one of Canada's largest independent financial services dealers, today named Continuum the exclusive AI client intelligence platform for its national network of more than 300 advisors and support staff. The partnership includes a direct integration between Continuum and OneBoss.
Sterling has supported independent advisors since 1996, growing into one of Canada's premier independent dealers on a distinctive model: provide leading edge technology, so advisors can focus on unbiased financial advice. OneBoss anchors that approach. Continuum shares the underlying conviction that great client service is how an advisor grows, and that software should clear away the administrative work competing with it.
"We’ve spent three decades building technology that lets our advisors focus on advice, and we hold anything we connect to that ecosystem to the same standard," said Nelson Cheng, Founder and CEO of Sterling Mutuals. "Continuum met it on both fronts. Our advisors get real time back in their day, and the Continuum team understood OneBoss at a technical level from the first conversation. Meeting notes landing directly in the client record, without a bot on the call, is the kind of capability OneBoss was built to deliver."
