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Conquest Planning partners with CapIntel to bring AI-powered advice to more financial advisors

Winnipeg-based Conquest Planning has partnered with another Canadian FinTech firm focused on the wealth management space: Toronto’s CapIntel.

United statesUnited kingdomBrad joudrieRob crnkovicLiuna pension fund of centralFidelity international strategic investorsWinnipeg based conquest planningCanadian fintechConquest planningNorth americaCanada lifeFintech collectiveFengate asset managementEastern canadaFinancial planningWealth management

Conquest Planning continues U S expansion with CapIntel partnership

Conquest Planning continues U S expansion with CapIntel partnership
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United statesBrad joudrieMark evansRob crnkovicFidelity international strategic venturesRoyal bankConquest planningNorth america

Conquest Planning and CapIntel Collaborate to Help Financial Advisors Deliver Exceptional Client Advice

Conquest Planning and CapIntel Collaborate to Help Financial Advisors Deliver Exceptional Client Advice
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United statesBrad joudrieRob crnkovicConquest planning incCapintel collaborateChief revenue officerNorth americaConquest planning

I pitted ChatGPT against a real financial advisor to help me save for retirement—and the winner is clear

ChatGPT could revolutionize financial planning, but it won't replace human guidance.

San diegoUnited statesKen lotockiThomas kopelmanFidelity investmentsSocial securityChief product officerConquest planningWorld wide

Conquest Planning Partners with Vancity, Extending Personalized Financial Advice to More Canadians

Conquest Planning Partners with Vancity, Extending Personalized Financial Advice to More Canadians
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Alert bayBritish columbiaMeaghan mcnicholBrad joudrieEmma smithJoe reidConquest planning incStrategic advice managerWealth managementImpact investingVancity advice planChief revenue officerConquest planningMetro vancouverFraser valleyCoast salish