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 TORONTO — 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... The post Continuum and Cloven Announce CRM Integration for Canadian Advisors appeared first on Montreal Gazette .

Original source: Montreal Gazette