Equisoft and Continuum Launch Integration to Bring AI Meeting Intelligence to Equisoft/connect Users
Articlemartechseries.com
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 […]
Last updated May 12, 2026 by ATDb automated enrichment