Continuum + Maximizer is live: every client conversation, captured, filed, and followed up

Continuum + Maximizer: every client conversation, captured

The Continuum integration for Maximizer is now available. Finish a client meeting or call, and one click puts the notes, action items, and key details in the right Maximizer client record. No copy and paste, no switching tabs, no writing up the meeting at 6 pm.

It captures the conversations other tools miss

Most AI notetakers only exist inside video calls. Advisor work does not. Continuum captures conversations wherever they happen: Zoom and Teams, but also phone calls and in-person meetings, all without a bot joining the call. If half your client contact is phone reviews and across-the-desk conversations, that half has been invisible to your CRM until now. With this integration, every one of those conversations is ready to push to Maximizer the moment it ends.

Notes land in a record that means something

Where the notes land matters as much as how they get there. A Maximizer client record already holds the household structure, the email and calendar history from Outlook, and dealer data feeds. Continuum adds the missing layer: what was actually said. The result is one complete client story in one place, not a note stranded in a notetaker app.

Action items come along for the ride. Next steps from the conversation are pushed into Maximizer as follow-ups, assigned and visible in the system your team already uses to run reviews, onboarding, and renewals. Nothing depends on anyone remembering what they promised.

“Advisors don’t lose sleep over a messy note. They lose sleep over something a client said four months ago on a phone call that never got written up,” said Alex Dashefsky, COO and co-founder, Continuum. “Now all it takes to get that call into the client record is a single click, not an act of memory.”

The follow-up your client actually reads

Here is the part no other integration offers. Continuum’s Pages feature turns your meeting into a polished, branded, interactive summary your client can review, built from the conversation, instead of a long email or a 40-page PDF attachment. You see when they open it and what they spend time on. The meeting ends, the record updates, and you send the client something worth reading.

Compliance, built into the workflow. Every captured conversation becomes consistent, timestamped documentation in Maximizer, so your audit trail and KYC support build themselves as a side effect of normal work. And the whole loop is built to Canadian standards: both platforms are SOC 2 Type 2 certified, both keep client data hosted in Canada, Continuum never uses client data to train AI models, and Maximizer’s anonymizer keeps client data out of third-party AI models entirely. Your client conversations stay onshore, documented, and defensible.

One standard across the whole firm

For dealers and head office, the integration means every advisor documents client meetings to the same standard, in the CRM the firm already runs. Consistent records across hundreds of advisors, without asking anyone to type more. That has been the hardest part of compliance oversight, and this makes it routine.

Gabe Karkanis, Sr. Director of Product at Maximizer said: “The thing I love about this integration is there’s no process to it. The meeting ends and the whole conversation is on the client’s record in Maximizer. You didn’t retype anything, you didn’t clean anything up, and now it’s part of what IQ Boost can search when you ask about that client. The timeline summary picks it up, the meeting prep picks it up, and when you ask what did we actually agree on last quarter, the answer is right there. The more conversations you push, the better it gets. That’s really where the magic starts to happen.”

The integration is available now for Maximizer users. Setup takes minutes: connect Continuum to Maximizer from Settings, and your next conversation syncs automatically. Setup guide at help.oncontinuum.com/managing/maximizer