Tag : Brad Joudrie

Conquest Achieves ISO/IEC 42001 Certification, Strengthening Governance for Verifiable AI Financial Advice Engine
Artificial Intelligence Finance News

Conquest Achieves ISO/IEC 42001 Certification, Strengthening Governance for Verifiable AI Financial Advice Engine

Business Wire
by Business Wire0
International AI management standard reinforces Conquest’s existing security, privacy and governance framework Conquest, a global fintech company delivering a verifiable AI financial advice engine for continuous advice at scale, announced it has achieved ISO/IEC 42001:2023 certification, the international standard for AI management systems. The certification provides independent validation of the......
Conquest Repositions as a Verifiable AI Financial Advice Engine and Unveils Refreshed Brand to Reflect Evolution
Artificial Intelligence Finance News

Conquest Repositions as a Verifiable AI Financial Advice Engine and Unveils Refreshed Brand to Reflect Evolution

Business Wire
by Business Wire0
New positioning signals Conquest’s expanded role in helping firms and advisors deliver personalized, verifiable financial advice at scale Conquest, an award-winning global fintech company that delivers the industry’s leading verifiable AI financial advice engine to power continuous advice at scale, unveiled a refreshed brand and visual identity that brings the......
Conquest Integrates Shaping Wealth's Lydia to Combine AI Expert System with Behavioral Intelligence
Artificial Intelligence Finance News

Conquest Integrates Shaping Wealth’s Lydia to Combine AI Expert System with Behavioral Intelligence

Business Wire
by Business Wire0
Partnership combines Conquest’s AI-powered financial advice engine with behavioral coaching to help advisors deliver more human-centered advice at scale Conquest Planning Inc. (“Conquest”), the AI-powered technology platform modernizing financial advice delivery across the full wealth spectrum, and Shaping Wealth, the leading provider of behavioral science-based learning and engagement solutions for......
Conquest Planning Accelerates U.S. Growth Strategy with Three Senior Go-to-Market Executive Hires
Banking Finance News

Conquest Planning Accelerates U.S. Growth Strategy with Three Senior Go-to-Market Executive Hires

Business Wire
by Business Wire0
New CRO, COO and CMO appointments strengthen commercial leadership as platform expands AI-powered, advisor-centric financial planning Conquest Planning Inc. (“Conquest”), the financial planning platform powering advice delivery across the full wealth spectrum, announced the appointment of three go-to-market executives: Rob Crnkovic as Chief Revenue Officer (CRO), Kristen Winther as Chief Operating Officer (COO) and Karen Budell as Chief Marketing Officer......
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