Conquest Planning Collaborates with BMO to Launch ‘My Financial Progress’ — A New Digital Experience Empowering Canadians to Take Control of Their Financial Future
BMO clients will have access to Conquest’s planning platform, enabling the creation of hyper-personalized plans that evolve in real-time Conquest Planning, a technology platform modernizing planning with customized and convenient advice, announced a strategic partnership with BMO. Together, the firms have built My Financial Progress, a digital, self-serve experience available in......