Wealth Professional

Conquest CEO offers a realist's view on gen AI

Mark Evans takes a comprehensive view of applications and challenges, from quick wins in communication to managing agentic misalignment

Mark Evans doesn’t engage in hype over the latest shiny object. The President & CEO of Conquest Planning has helped build one of Canada’s largest wealth management software platforms. Despite the wider tech industry’s propensity towards presenting advances as silver bullets and marketing on an ethos that newer is always better, Evans’ presents a view of advancing technologies that balances promises against risks, highlights areas where hype might overrun current capacity, and identifies where new tech can drive real value for advisors. Amid a generational level of technology hype, Evans is now applying that lens of realism to generative AI.

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