Megan Geshan’s Post

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Account Executive | Manage client engagement to drive client retention and expansion.

Celent is highlighting some of their top insights from the first half of 2024. Next up, they look back at my colleague, Chris Bendtsen's blog series 'WealthTech Startups to Watch'. One of the startups highlighted was Conquest Planning Inc. and how they're revolutionizing financial planning with AI. Curious to learn more? Revisit Chris' blog to dive deeper into how Conquest Planning is using AI to power financial planning decisions > https://lnkd.in/eJJJw_m5 #WealthManagement #AI #FinancialPlanning

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