Can AI do more than just drive internal efficiencies in wealth management? According to one Canadian startup, AI can be the engine powering financial planning decisions.
Wealthtech Startups to Watch is a Celent blog series that identifies compelling wealthtech startups and discusses the implications for incumbent wealth management firms. This edition covers Conquest Planning, a financial planning software company with an AI-powered digital assistant that provides next-best financial decision recommendations for advisors.
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