LOWAi
Global

Conquest integrates Shaping Wealth’s Lydia agent into advisor workflow

·Source: Finextra

Updated:

Executive Summary

Conquest Planning Inc. (“Conquest”), the AI-powered technology platform modernizing financial advice delivery across the full wealth spectrum, and Shaping Wealth, the leading provider of behavioral science-based learning and engagement solutions for the wealth management industry, today announced a new integration that brings Lydia, Shaping Wealth’s AI-powered behavioral intelligence agent, direct

Analysis

Conquest Planning Inc. (“Conquest”), the AI-powered technology platform modernizing financial advice delivery across the full wealth spectrum, and Shaping Wealth, the leading provider of behavioral science-based learning and engagement solutions for the wealth management industry, today announced a new integration that brings Lydia, Shaping Wealth’s AI-powered behavioral intelligence agent, directly into the Conquest experience.
Source Attribution

Originally published by Finextra on Jul 28, 2026.

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