March 7, 2025 - 13:30
CI Wealth has announced a significant partnership that will transform the way its advisors deliver financial planning services. By adopting Conquest's advanced AI financial planning platform, CI Wealth aims to provide its advisors with cutting-edge tools to offer personalized financial advice to clients.
This innovative platform leverages artificial intelligence to analyze client data more efficiently, enabling advisors to create tailored financial strategies that align with individual goals and circumstances. The integration of this technology is expected to enhance the overall client experience, allowing for more accurate and timely advice.
As the financial landscape continues to evolve, CI Wealth recognizes the importance of staying ahead of the curve. By equipping its advisors with state-of-the-art resources, the firm is committed to delivering high-quality service that meets the diverse needs of its clientele. This partnership marks a significant step towards redefining financial advisory practices in the industry.
