Conquest’s proprietary AI-powered planning engine is called its Strategic Advice Manager, aka SAM. SAM is the engine behind Conquest’s plans that creates hyper-personalized, adaptable financial plans that evolve with individuals’ or advisors' clients' needs in real-time.
SAM employs AI to model various financial scenarios, helping advisors present clients with potential outcomes of different strategies, leading to more informed decision-making By considering multiple factors and possible trade-offs, SAM suggests optimized strategies that balance immediate needs with long-term objectives. With AI handling complex calculations and data analysis, advisors can focus on client interaction and strategic discussions, rather than getting bogged down in manual processes. By clearly explaining the rationale behind each recommendation, SAM’s AI fosters trust and transparency, enhancing the client relationship.
SAM combines financial best practices, client goals, and client sentiment to deliver tailored recommendations. By considering multiple factors and possible trade-offs, SAM suggests optimized strategies that balance immediate needs with long-term objectives.
Recently launched SAM Insights empowers advisors to identify gaps, opportunities, and risks within client plans, providing proactive recommendations to ensure plans remain on track, and allowing advisors to optimize strategies like insurance coverage and estate planning.
SAM makes it easy to understand the impact of applied strategies on each goal relative to the overall plan, with automatically updated visuals indicating goal and plan health. As life events impact client situations, the plan adjusts to show alternate strategies to navigate life’s twists and turns.
The new "Ask SAM" feature enables users to interact with the platform through voice or text, allowing seamless navigation and instant access to key insights, reports, or strategies.
With features like the “SAM Score,” advisors can deliver a holistic health check of financial plans, ensuring detailed, real-time updates aligned with client goals across various planning scenarios.
Auto Plan with SAM
See how a plan that would normally take hours to complete can be solved in just minutes thanks to the power of SAM.
SAM 2.0 Demo
See our latest innovation in action: built in voice navigation with SAM. Coming in 2025!
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