Conquest Planning Inc.

In case you missed it, in the fall our Chief Product Officer, Ken Lotocki, spoke with Sagard to explore how AI is transforming the delivery of financial advice.
Ken shared why trust and context matter most and why the future of AI may be driven by intelligent agents rather than standalone models.

The conversation also highlighted our ongoing work to further develop SAM, our Strategic Advice Manager, so advisors can spend more time on what matters most: relationships, coaching, and ex*****on.

Read the full interview to learn how we’re shaping the next chapter of advice delivery:

Sagard AI Pulse - September Edition - Sagard In this month’s issue: Interview with Ken Lotocki, Chief Product Officer of Conquest Planning For this month’s newsletter, we spoke with Ken, CPO of Conquest Planning, about how AI is reshaping the delivery of financial advice and what lessons extend more broadly. Our conversation highlighted th...

According to the UK’s Department for Work and Pensions, 43% of working-age adults are not saving enough for retirement, leaving millions to navigate their finances alone. That has led the Financial Conduct Authority (FCA) to propose it’s new targeted support framework, which would give firms more flexibility to offer personalized guidance without crossing into regulated advice and enabling lower-cost support for millions across the UK.

Martin Taylor, Conquest’s Vice-President of Sales and Distribution, EMEA, writes in Professional Adviser about how FCA’s targeted support framework could mark a once-in-generation shift in how financial guidance is delivered to UK investors.

Full article: https://www.professionaladviser.com/opinion/4523056/advice-targeted-support-generation-opportunity