Meet clients wherever they are, using Conquest's digital solutions that deliver contextual, personalized guidance without wait times or scheduling. This empowers clients to access guidance exactly when they need it, and advisors to focus on the highest value engagements.
Strategic Advice Manager (SAM) is a rules-based AI expert system system that surfaces personalized strategies for each client. Every strategy it surfaces is tested and ranked against tax rules, regulatory compliance, and cash flow affordability.
Weighs goals, priorities, and risk tolerance to find the right path forward
Every recommendation traceable from input to output
Deterministic, auditable, built on best practices, not guesswork
Conquest's self-directed experience empowers clients to explore strategies unique to their situation at any time, on any device.
Contextual planning available whenever, wherever clients need it
Broader addressable market across the entire wealth continuum
Clients can reach out to advisors any time they need support
Conquest connects easily to your firm's existing technology through a two-way open API. This means that data flows in automatically, recommendations flowout — all without manual data entry or workflow disruption.
Generate a plan with all available data on the client
Automate plan fulfillment and client communication workflows
Export data to fuel business intelligence and deeper client service
Gamification, notifications, and milestone completion drive long-term engagement. Clients plan today and return tomorrow, building the habit of financial planning at every stage of life.
Real-time plan score reflects every decision and life event
Milestone achievements and progress notifications keep clients motivated
Repeat engagement and plan updates compound over time
Built for the full range of financial institutions — from retail banks to boutique wealth managers.
Financial institutions
Banks and trust companies offering digital planning to their client base.
Wealth Management Firms
CIRO, MFDs, and portfolio managers extending reach digitally.
Insurance Companies
MGAs and insurance carriers integrating planning with their product suite.
Group Benefit Providers
Retirement and group benefit providers delivering planning to members.
Pension Providers
Pension funds and DC plan providers offering member planning tools.
Credit Unions
Member-owned financial co-operatives bringing planning to all members.
Financial App Builders
Fintechs and digital platforms embedding planning via the Conquest API.
Conquest brings next-generation interactive digital capabilities which perfectly complement our highly personal, customized approach to meeting our client's broad range of needs.
Watch a full plan build right on the client's device. Let SAM do the heavy lifting so advisors can take charge of how guidance is delivered.
Deliver greater guidance at scale through a fully digital experience.
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