Fidelity Adviser Solutions: Next Generation Financial Planning Software

Thursday, 22nd February 2024

Event Sponsor: Fidelity Adviser Solutions
Join us for a live webinar where you’ll learn about Conquest Planning’s game-changing software and see the tool in action. Gabby Rondel, Fidelity’s Conquest Business Development Manager will demonstrate how the software works and the benefits to you and your business, as well as how this enables better client outcomes. 

Learning objectives: 
- What does efficient use of technology look like? 
- How can Artificial Intelligence enable better client outcomes? 
- Adoption of new applications, what does being different really mean? 

Event Information

  • Duration: 60 Minutes
  • Start Time: 10:30:00
  • End Time: 11:30:00