AIFinancial Postabout 4 hours ago
Carte Picks Continuum as Exclusive AI System
1 min read
Carte Financial Group named Continuum the exclusive AI client intelligence system for its national network of over 1000 independent advisors. The platform provides botless meeting capture and interactive client microsites to reduce administrative work. The agreement covers advisors at Carte Wealth Management Inc. and Carte Risk Management Inc.
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