Tag : Rob Crnkovic

Conquest Brings its Verifiable AI Financial Advice Engine into Anthropic’s Claude for Financial Advisors
Artificial Intelligence Finance News

Conquest Brings its Verifiable AI Financial Advice Engine into Anthropic’s Claude for Financial Advisors

Business Wire
by Business Wire0
Connectivity enables advisors to check client goal progress, create and edit plans, and apply strategies surfaced as planning opportunities, backed by Conquest’s deterministic calculations Conquest, a global fintech company delivering a verifiable AI financial advice engine for continuous advice at scale, announced it is bringing a new connector to Claude......
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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