Tag : Conquest

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
Artificial Intelligence Finance Fintech News

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
Finance Fintech News

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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