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Conquest Planning Collaborates with BMO to Launch 'My Financial Progress' — A New Digital Experience Empowering Canadians to Take Control of Their Financial Future
Conquest Planning Collaborates with BMO to Launch 'My Financial Progress' — A New Digital Experience Empowering Canadians to Take Control of Their Financial Future

Business Wire

time7 days ago

  • Business
  • Business Wire

Conquest Planning Collaborates with BMO to Launch 'My Financial Progress' — A New Digital Experience Empowering Canadians to Take Control of Their Financial Future

WINNIPEG, Manitoba--(BUSINESS WIRE)-- Conquest Planning Inc. ('Conquest'), a technology platform modernizing planning with customized and convenient advice, today announced a strategic partnership with BMO. Together, the firms have built My Financial Progress, a digital, self-serve experience available in the bank's Mobile Banking app and Online Banking platform to help BMO's clients take control of their financial journey. My Financial Progress makes it easier for clients to shape their financial future by providing them with a clear view of their financial picture, along with personalized goal-setting tools and tailored recommendations to help them make informed decisions. Share BMO's My Financial Progress leverages Conquest's proprietary planning technology to help users set financial goals, monitor their progress and build a comprehensive snapshot of their financial health. At the centre of this partnership is Conquest's Strategic Advice Manager ('SAM'). SAM models financial scenarios and suggests optimized strategies that balance the client's immediate needs with their long-term goals. By handling complex calculations and clearly explaining recommendations, SAM empowers informed decision-making for clients in all phases of life. 'Driven by its commitment to help Canadians make real financial progress, BMO is excited to collaborate with Conquest to meet clients wherever they are in their planning journey,' said Gayle Ramsay, Head of Everyday Banking, Segment & Customer Growth at BMO. " My Financial Progress makes it easier for clients to shape their financial future by providing them with a clear view of their financial picture, along with personalized goal-setting tools and tailored recommendations to help them make informed decisions. By offering this kind of digital support, we're empowering them to plan for life's next milestones with greater confidence and ease." As part of My Financial Progress, BMO clients will benefit from interactive planning features that identify gaps, opportunities and risks within their plans—offering proactive recommendations to help sustain progress and optimize strategies. Users can easily see how different strategies impact each goal and their overall plan, with automatically updated visuals that highlight goal and plan health. As life events unfold, plans will adjust in real time, presenting alternative paths to help clients stay confident and prepared for whatever the future brings. "At Conquest Planning, our mission has always been to make personalized financial advice accessible to all, regardless of their background or financial situation. With the launch of My Financial Progress in partnership with BMO, we are thrilled to bring this vision to life on a larger scale,' said Mark Evans, President and Chief Executive Officer at Conquest Planning. 'By leveraging our cutting-edge technology to help individuals take control of their financial futures with confidence, BMO is empowering Canadians to navigate their financial journeys and make informed decisions every step of the way." For more information about Conquest's intuitive financial planning software solution, please visit Additional context on BMO and the newly introduced My Financial Progress tool can be found at About Conquest Planning: Conquest Planning is a leading financial planning software company with a purpose-driven approach to delivering financial advice. The product-led company is built on the foundational belief that every single person deserves access to great financial advice. Conquest's user base, which spans Canada, the U.S. and the U.K., leverage its intuitively designed product, simple onboarding process, and data-driven artificial intelligence to accelerate the delivery of beautifully designed, hyper-personalized financial plans. Established in 2018, Conquest Planning was founded by a team of financial technology veterans whose track record of success spans over 30 years in the financial planning software space. For more information on Conquest, follow us on LinkedIn, X and YouTube, and to contact our team, please visit our website at If you are employed by a company that partners with Conquest and have questions about your access, please contact your corporate office for more details. About BMO Financial Group BMO Financial Group is the seventh largest bank in North America by assets, with total assets of $1.4 trillion as of April 30, 2025. Serving customers for 200 years and counting, BMO is a diverse team of highly engaged employees providing a broad range of personal and commercial banking, wealth management, global markets and investment banking products and services to 13 million customers across Canada, the United States, and in select markets globally. Driven by a single purpose, to Boldly Grow the Good in business and life, BMO is committed to driving positive change in the world, and making progress for a thriving economy, sustainable future, and inclusive society.

Ex-O2 CEO Mark Evans Joins MCE's Advisory Board to Support Growth and Strengthen Strategic Positioning
Ex-O2 CEO Mark Evans Joins MCE's Advisory Board to Support Growth and Strengthen Strategic Positioning

Business Wire

time15-07-2025

  • Business
  • Business Wire

Ex-O2 CEO Mark Evans Joins MCE's Advisory Board to Support Growth and Strengthen Strategic Positioning

LONDON--(BUSINESS WIRE)--MCE Systems Ltd., the pioneer of digital-first mobile device lifecycle management (dDLM), announces today it has appointed Mark Evans, former Chief Strategy & Development Officer at Telefonica and ex-CEO of O2 UK, to the MCE advisory board. Mark brings over 25 years of telecom leadership to strengthen MCE's platform direction and growth plans. What impressed me most about MCE is their clarity of vision and, more importantly, their customer-centric approach. Share 'With MCE I see a unique opportunity – mobile operators have invested significantly in network infrastructure and billing systems, but less so in device-related experiences, a space which has a lot of untapped potential,' says MCE's newest board of advisors member Mark Evans. 'What impressed me most about MCE is their clarity of vision and, more importantly, their customer-centric approach.' Mark brings over 25 years of executive leadership in telecommunications, having served in top financial and strategic roles across Telefonica, O2, Vodafone and Virgin Media. He led the landmark O2-Virgin Media merger, the largest in Telefonica's history, and oversaw O2 through five consecutive years of profit growth during his tenure as CEO. At Telefonica, Mark also oversaw large enterprise projects around digital transformation, global innovation strategies, group-level M&A and spearheaded initiatives in AI, big data and sustainability. Now, Mark brings his experience and success to MCE, where he'll focus on expanding the platform's role within the telco device space. With over 20 years in the mobile space, MCE has mastered the art of device-related customer experience, providing its operators a strategic edge. Its platform empowers mobile operators to achieve three core business objectives: increase revenue generation, reduce operational costs and retain customers. MCE's on-device technology captures diagnostic and device attribute information, enabling the operator to upsell at the right moment, deflect support and claims costs and improve renewal conversion. 'Mark's record in transforming large operators and his customer-first mindset are exactly what we need to scale further,' says Yuval Blumental, MCE co-founder and CEO. 'MCE embraces his customer-centric philosophy, which is closely aligned with MCE's proposition, and his business acumen. We are thrilled to have him on board and to see the immense value he will bring to the table.' Throughout his career, Mark has demonstrated a deep commitment to sustainable, customer-first business models. His board-level roles, including Chairman of Tesco Mobile and Non-Executive Director at Hiscox, reflect his influence across both telecom and adjacent sectors. Mark's achievements have also been recognized within the industry during his tenure in chief executive roles, including O2 receiving a Mobile Industry Award in 2020. About MCE Since 2005, MCE has been pioneering software and technology solutions for mobile operators and their partners in the telco and device ecosystem helping accelerate digital transformation of device-related journeys. Our mission is simple: Mobilize better Customer Experiences. We turn device-related headaches into competitive advantages with our end-to-end digital-first Device Lifecycle Management platform (dDLM). This AI-led, omnichannel platform delivers game-changing experiences across all device-related customer journeys – driving business velocity, margins, and NPS. MCE is a proven technology partner and highly acclaimed for its world-class products, innovation, and implementation through eleven straight gold awards – most notably at The Stevie Awards®.

Island church's pots of sentimental value returned minutes before Sunday service
Island church's pots of sentimental value returned minutes before Sunday service

Yahoo

time13-07-2025

  • Yahoo

Island church's pots of sentimental value returned minutes before Sunday service

Just three minutes before Sunday service began, an Isle of Wight church had their plant pots returned after they had been stolen earlier in the week. On Tuesday (July 8), several plant pots of sentimental value were taken from outside Newport Congregational Church on Pyle Street. The pots, which were given to the church to honour a member who had died, were returned this morning (July 13), and restored to pride of place. Reverend Mark Evans, church leader, said that what was sad, has turned out to be a good news story. Read more: This popular Island pub is fostering community under new ownership Church wants to show 'redemptive nature' after 'sentimental' plant pots stolen He said: "He did two trips in his car to return them this morning. "We were talking about the image of Jesus being a good shepherd and the message of forgiveness. "The people of the Island came together." Mark said that he shook the man by the hand, and the church is always happy to provide ongoing support to people in difficulty. He said: "We get all sorts of people come in with different needs - with food and ministries - that community commitment. "I easily could have gone to the police, but in my spirit, these pots would come back."

Church wants to show 'redemptive nature' after 'sentimental' plant pots stolen
Church wants to show 'redemptive nature' after 'sentimental' plant pots stolen

Yahoo

time12-07-2025

  • Yahoo

Church wants to show 'redemptive nature' after 'sentimental' plant pots stolen

An Isle of Wight church has suffered a "really really sad" loss after plant pots with significant sentimental value were stolen from outside its building. The pots, which were given to the church in memory of a member who had died, were taken from Newport Congregational Church on Pyle Street on Tuesday (July 8). A man, who was captured on CCTV, made several trips throughout the afternoon to take the pots, despite being challenged by someone and assuring them he was told they were free to take. Initially, church leader Reverend Mark Evans did not release any photos of the CCTV on social media, but has since done so in a plea for the pots to be returned. Read more: Ofsted: primary school that was earmarked for closure "calm and purposeful" Cat crisis — number of neglected felines 'unmanageable' says animal rescuer He said: "I hoped this would have been done by mistake but it is quite clear from the testimony from people that it was not. "That's what feels really really sad. "It is an opportunity for somebody to think and do the right thing." Mark has been given potential names of the alleged pot thief, and even an address, but doesn't want to cause problems. "I wanted to show the redemptive nature of the church. "As I say I have been given names, even an address, but I don't want to be involved in a witch hunt. "It would be a good news story for something to be returned." Since the plea was put out, members of the church have offered to replace the pots and Forest View Nursery on Forest Road have offered to replace the plants. But the sentimental value of the pots would be a loss to the church, and the congregation is hoping for their safe return. Mark said: "Let's do the right thing here and celebrate somebody who made an mistake and learning from the error of his ways. "I am happy to meet with the gentleman if he has any financial burdens and strife. "We don't want people be in a place of struggle."

New Telford micro-bakery after too much sourdough made for wife
New Telford micro-bakery after too much sourdough made for wife

BBC News

time01-07-2025

  • Business
  • BBC News

New Telford micro-bakery after too much sourdough made for wife

A couple who accidentally baked more sourdough than they could eat, then reached out on social media for savoury snackers to help scoff the excess, have since set up a micro-bakery, such was the From Our Oven venture began after Mark Evans made too much bread for wife Jenna at home in months later and artisan cakes and breads are made in their kitchen for customers, with the goods handed over in pop-up locations - including a pub car one such site one weekend, they sold out of products in 22 minutes, the couple stated. Mrs Evans recalled of the project's origins: "[There was] far too much [bread] for us to eat, so we've got like a little community page in Doseley where we sort of asked everyone 'does anyone want some? We've got far too much'."As you can imagine, lots and lots of people did... Then they started saying 'do you do anything else'?"Actually we've always baked, [and] then we started getting asked for sweet stuff."Mrs Evans said they fostered alongside baking "and we're really passionate about good quality, home-cooked food [where]... you know what's in it". The goods are sold every week at either the car park of The Travellers Joy pub in Horsehay or Green Fields Farm Shop in Evans said she "just on the off chance" went up to the pub and asked "'can we use the car park?' because we don't really want people keep coming to our house".She explained: "[The pub] had some brownies and cookies off us to sell to... customers on a weekend and that's where it all started really and then a few shops got in touch... and wanted to have some brownies and cookies."She added that items on sale were not "gimmicky" or "full of lots of processed things"."It's just food you want to eat and I think that's what people want."They want food that they just... know where it's come from."Mr Evans said: "We want to have a small bakery where we know the customers and we know the people and once we sell out, we sell out. We don't want to be mass producing 100 loaves of bread a day." Follow BBC Shropshire on BBC Sounds, Facebook, X and Instagram.

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