Tag : Conquest

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 Brings Verifiable AI Financial Advice Engine Directly to Independent Advisors and RIAs
Artificial Intelligence Finance News

Conquest Brings Verifiable AI Financial Advice Engine Directly to Independent Advisors and RIAs

Business Wire
by Business Wire0
New self-serve offering opens Conquest’s capabilities to firms of any size, with digital onboarding in days Conquest, an award-winning global fintech company that delivers the industry’s leading verifiable AI financial advice engine to power continuous advice at scale, announced a new self-serve offering that gives independent advisors and registered investment......
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......
CI Wealth Partners with Conquest to Provide Advisors with AI-Powered Financial Planning Software
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CI Wealth Partners with Conquest to Provide Advisors with AI-Powered Financial Planning Software

Business Wire
by Business Wire0
With Conquest’s technology, advisors at CI Assante, CIPW and Aligned Capital Partners can build sophisticated, personalized financial plans that complement their investment strategies Conquest Planning Inc. (“Conquest”), a technology platform modernizing financial planning with customized and convenient advice, today announced a strategic partnership with CI Wealth, the Canadian wealth management......
Conquest and PlannrCRM Partner to Optimise Planning Workflows For Financial Advisers
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Conquest and PlannrCRM Partner to Optimise Planning Workflows For Financial Advisers

Business Wire
by Business Wire0
Conquest Planning (“Conquest”), a technology platform modernising financial planning with customised and convenient advice, announced its partnership with PlannrCRM, a next-generation back-office technology platform tailored for financial advisers. This strategic collaboration aims to streamline and enhance processes, delivering meaningful financial advice faster and more accurately to more clients “The integration will offer a......
Conquest-Rolls-Out-Enhancements-to-SAM,-An-AI-Powered-Solution-Designed-to-Improve-Plan-Quality,-Reveal-Deeper-Planning-Insights
Artificial Intelligence Finance Fintech News

Conquest Rolls Out Enhancements to SAM, An AI-Powered Solution Designed to Improve Plan Quality, Reveal Deeper Planning Insights

Business Wire
by Business Wire0
New product update provides proactive recommendations to improve plans, enables users to issue commands and questions via voice and text Conquest Planning Inc., (“Conquest”), a technology platform modernizing financial planning with customized and convenient advice, today announced SAM INSIGHTS and Ask SAM, the latest iterations of its artificial intelligence (AI)......
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