Conquest is an enterprise platform democratizing access to financial advice across the entire wealth continuum.
From mass market to ultra high net worth, Conquest helps financial institutions, wealth management firms, and their advisors deliver meaningful advice to clients in a more holistic, time efficient, and comprehensive manner.
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See how Conquest is providing advice solutions across all consumer segments in the financial services industry.
Conquest works with hundreds of firms, and the list continues to grow.
In 2021, full launch in Canada. In 2022, full launch in the UK. In 2023, full launch in the US.
And by 2024, 5 of the top 10 largest banks in North America are Conquest customers.
Create a financial plan 90% faster
Increase from 12% to 26% of new client onboards bringing $1M or more investible assets.
4x more plans created
Conquest's AI powered Strategic Advice Manager, SAM, suggests next best financial decisions based on a clients personal situation, preferences, and goals.
Customer-centric design that equips your advisors and employees with innovative collaborative planning tools that result in higher engagement for both advisors and clients.
Drive planning efficiencies from creation to fulfullment, and reduce the time it takes to prepare a financial plan by 90%!
Exceed client expectations by leveraging self-directed, hybrid, or high-touch planning modes, meeting the needs of mass market all the way up to UHNW.
Conquest seamlessly connects to your existing tech stack for a fluid transition to and from our platform.
“Historically you'd sit down with the family, ask them a bunch of questions, go back to your office and plug it all in. Then you’d print out, to go back and see the family. I mean, it's a very kind of a heavy and burdensome process.
Conquest is a system that dynamically adjusts the plan, you could adjust the plan with the families you work with, or the families on their own can adjust the plans themselves. It's a really great tool to have interactions with your families and have a real sense of what they really need, and so I'm very excited about Conquest.”
“This new tool will allow us to respond to Clients' evolving needs proactively and faster than ever, while still offering the unmatched expertise of our employees and advisors. Conquest's digital tool will help us stay connected to our Clients across all our wealth and insurance offerings, enabling us to develop a comprehensive profile to fit their individual needs. We are excited to offer this innovative service to Clients and know it will have a real and lasting impact on their financial security.”
“Every client can go through roughly 65 life transitions, all of which will inform the process of adding and removing goals in a financial plan. One thing that’s helping to facilitate IPC advisors’ capability to explore different scenarios is IPC’s digital financial-planning platform created in partnership with Conquest Planning.”
“Canadians want the same type of digital experiences from their advisor that they're used to having in other parts of their life. That's why we made the decision a few years ago, to embark on an ambitious digital transformation journey. One of the centerpieces of IG's ongoing transformation has been the selection of a modern financial planning platform. Conquest Planning Inc.'s financial planning software uses artificial intelligence, advanced analytics and real-time collaboration to help IG's advisors and clients work together to navigate through the complexities of planning for today and tomorrow to create personalized IG Living Plans.”
“Our client families come to us with a broad range of needs, including investment management, business succession, tax and estate planning, family trusts, philanthropy and more. Conquest brings next-generation interactive digital capabilities which perfectly complement our highly personal, customized approach to meeting these needs.”
“Conquest Planning is one of the newest, most effective and integrated planning software programs available on the market. It incorporates AI and allows us to complete more accurate, more sound, and properly integrated plans for our clients. For both, their Corporate and Personal lives.”
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