Tag : Ken Lotocki

Conquest Planning Previews Next Chapter of Compliance-First AI Innovation
Artificial Intelligence Finance News

Conquest Planning Previews Next Chapter of Compliance-First AI Innovation

Business Wire
by Business Wire0
Company unveils new AI capabilities designed to augment advisor productivity, streamline data workflows, and enable ecosystem integrations — without sacrificing auditability Conquest Planning Inc. (“Conquest”), the financial planning platform powering advice delivery across the full wealth spectrum, announced its next generation of AI-powered capabilities coming in April 2026. These new......
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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