Story thread · 2 reports / 2 sources
Conquest integrates Shaping Wealth’s Lydia agent into advisor workflow
finextra.com · 14d
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 wealth management industry, today announced a new integration that brings Lydia, Shaping Wealth’s AI-powered behavioral intelligence agent, directly into the Conquest experience.
First report: Conquest Integrates Shaping Wealth’s Lydia to Combine AI Expert System with Behavioral Intelligence — financialpost.com, 14d
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