Tag : SAM

Zocks and Conquest Launch AI Integration to Help Advisors Move Faster from Client Conversation to Financial Plan
Artificial Intelligence Finance News

Zocks and Conquest Launch AI Integration to Help Advisors Move Faster from Client Conversation to Financial Plan

Business Wire
by Business Wire0
Advisors can build or update financial plans in seconds with AI automation Zocks, the privacy-first AI assistant for financial services, and Conquest Planning, a technology platform modernizing financial planning with personalized advice across the wealth spectrum, announced a two-way integration that lets advisors automatically create or update financial plans within seconds......
SAM Technology and GuardHill Financial to Launch Lending Intelligence™ Platform
Finance News

SAM Technology and GuardHill Financial to Launch Lending Intelligence™ Platform

EIN Presswire
by EIN Presswire0
Strategic collaboration integrates lending into SAM’s Capital Intelligence™ ecosystem to proactive identify and execute liquidity opportunities. SAM Technology, Inc. (“SAM”), the pioneer in Capital Intelligence, today announced a strategic collaboration with New York-based GuardHill Financial to advance its lending vertical. The initiative marks the official launch of Lending Intelligence™, a......
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-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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