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Democratizing Access to Advice

Mark Evans, president and CEO of Conquest Planning, discusses how his firm works to provide advice to all clients, not just the high net worth. 

Data aggregation and artificial intelligence are two key trends that are shaping the industry, according to Mark Evans, president and CEO of Conquest Planning.

On data aggregation, Evans said his firm’s system is built with an open API that allows it to bring data in and push it out to other systems, such as a CRM, so that the strategies within the plan can be executed.

For AI, he said the firm is using it to make the planning process simpler, easier to understand and client friendly. Instead of creating a thick report that includes a client’s financial plan that they'll ignore or not understand, Conquest uses AI to slice the plan into "bite-sized pieces" to help clients realize the impact of their decisions.

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