CapIntel advisors get AI enhance from strategic partnership with Conquest Planning


“This partnership underscores our unwavering dedication to enabling unimaginable interactions between advisors and their shoppers. By working with Conquest, we’re persevering with to construct on the muse we’ve created for advisors to supply clear, personalised, and holistic monetary recommendation,” stated Rob Crnkovic, chief income officer and co-founder at CapIntel.

SAM could make complicated calculations swiftly, create scenario-based methods to handle consumer issues, and ship monetary recommendation inside monetary literacy info.

This newest addition to CapIntel’s providing follows the introduction of CapIntel ESG to allow advisors to present extra complete and efficient recommendation to shoppers by aiding them in figuring out public companies’ publicity to ESG dangers and evaluating the influence on their funding portfolios.

Conquest in additional than identify

For Conquest, it’s a possibility for the Winnipeg headquartered software program agency to achieve a big new consumer base, constructing on another main partnerships which have expanded the attain of its expertise options.

“By way of this integration, we intention to enhance effectivity and streamline advisors’ supply of remarkable buyer experiences in Canada and past,” stated Brad Joudrie, Chief Income Officer at Conquest.


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