Tag : Brad Joudrie

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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