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 TORONTO — 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 […]