Platform
Overview
SAM
Features
About
Our story
Our team
Careers
Solutions
Overview
Digital
Collaborative
Traditional
Resources
Press & News
Customer Stories
Events
Get Started
English (US)
French (CA)
English (UK)
English (CA)
Press + Media
Latest News
Conquest Planning Surpasses 2 Million Financial Plans, Launches Spanish-Language UI to Broaden Access to Advice
June 20, 2024
Wealth Management
Democratizing Access to Advice
June 7, 2024
Investment News
Canadian fintech Conquest boosts AI-powered financial planning platform
June 5, 2024
Wealth Professional
Conquest unveils powerful AI tools to elevate financial planning
June 4, 2024
Wealth Management
Conquest Planning Upgrades Its Strategic Advice Manager
June 4, 2024
Business Wire
Conquest Rolls Out Enhancements to SAM, An AI-Powered Solution Designed to Improve Plan Quality, Reveal Deeper Planning Insights
Previous
Show More
Media
Conquest Planning’s Lotocki and BNY Pershing’s Tasch On the Future of AI in Financial Planning
Prospering in Longevity Challenge - Top Innovators
Your Life, Your Money - Sunday, July 3rd, 2022
Revolutionizing Financial Planning
For Media Inquiries
For media inquiries, please contact our Media Team at:
Conquest@streetcredpr.com