Conquest Integrates Shaping Wealth’s Lydia to Combine AI Expert System with Behavioral Intelligence

Partnership combines Conquest’s AI-powered financial advice engine with behavioral coaching to help advisors deliver more human-centered advice at scale WINNIPEG, Manitoba — Conquest Planning Inc . (“Conquest”), the AI-powered technology platform modernizing financial advice delivery across the full wealth spectrum, and Shaping Wealth, the leading provider of behavioral science-based learning and engagement solutions for the […]