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Digital Digest: The Latest Tech News – Worldsource, Conquest Planning

Editorial Staff

13 August 2022

Worldsource, Conquest Planning
Canada’s Worldsource Wealth Management, which is part of Guardian Capital, has launched a financial planning solution, with rollout continuing throughout this year.

The “digital planning assistant,” dubbed “SAM” , lets advisors use data to create and set strategies in real time with clients. The offering has been developed in partnership with Conquest Planning, and is driven by Artificial Intelligence technology.

“The advice delivery landscape in financial services is evolving across the globe. Advisors are expecting tools and platforms to make their jobs easier and more efficient, and clients are expecting higher levels of personalization,” Mark Evans, chief executive of Conquest Planning, said.