Croesus partners with Conquest to offer financial planning capabilities
Users will have the ability to build customized financial plans for their clients based on the data residing in Croesus.
Canada Life to roll out AI-powered client plans and processes
The insurer plans to begin rolling out the application to some advisor groups in the summer of 2021.
Conquest Planning raises $3 million in seed funding
Conquest Planning Inc., a fintech offering a financial planning solution, announced that it has raised $3-million in see
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