Conquest Planning is a UK fintech company offering financial planning software for advisers. Their technology utilises artificial intelligence (AI) to help streamline the planning process, aiming to enhance efficiency and personalize client experiences.
Conquest Planning have introduced Strategic Advice Manager (SAM), leveraging AI to empower advisers and clients in the UK market. They previously featured in our EATT2022 & EATT2023 where they were best in show winners.
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