Equisoft and Continuum Launch Integration to Bring AI Meeting Intelligence to Equisoft/connect Users
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 TORONTO & MONTREAL — Equisoft, a leading global digital solutions provider to the financial services industry, and Continuum, the AI-powered client intelligence platform for Canadian advisors, today […]
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