Conquest's collaborative model is ideal for digital customers who need more advice than they are comfortable navigating on their own. Allowing the flexibility to move between both a digital and hybrid engagement model, at scale across the organization.
Customers can easily navigate the self-serve experience, with the flexibility to progress into a hybrid advice model anytime they require. Via the client collaboration portal, end clients are equipped to reach out to a financial professional or call centre who will work with them to determine the next best financial action.
For clients seeking support, SAM equips your team with all the data insights needed to understand who the customer is and what their needs are, allowing you to deeper serve customers with access to more complex strategies.
The client experience enables end customers to start a plan in bite-sized pieces using data that you already have about them. With meaningful insights, Conquest's AI-enabled engine serves up contextual strategies to help clients meet their goals as their lives evolve. This results in improved customer engagement, deeper share of wallet and improved financial-wellbeing.
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