Conquest empowers institutions to offer financial advice at scale, from mass-market clients to ultra-high-net-worth individuals, breaking down traditional barriers to accessible planning. The platform serves financial institutions, banks, insurance firms, and pension providers, meeting the unique demands of a diverse customer base across the wealth continuum.
SAM offers guidance as a digital fiduciary, considering all client data at any level of investable assets.
Digital self-directed experience provides customers strategies unique to their situation, with technology-first access broadening the market base.
Collaborative model enables advice at scale, with both digital access and providing your team all data insights needed to serve end customers individually.
Traditional advice offers robust functionality for collaborative planning and complex scenarios of greater investable assets and detailed legacy goals.
The future of financial advice looks entirely different than it has in the past. It is digital, dynamic, flexible and holistically covers a family's total situation. No two clients look alike, so why should their financial plan?
Built on an open API, Conquest easily integrates with firms’ existing technology stack seamlessly getting data in and out of Conquest. Create a plan in seconds leveraging the power of SAM’s AI-driven engine, straight through to plan recommendation fulfillment.
Leverage the two-way open API to:
Not ready to connect? Use the built-in digital fact finder in the meantime.
SAM acts like a caddy to the golfer and identifies relevant opportunities to identify and fulfill as many customer needs as possible, supports user navigation for high adoption, and runs a variety of complex calculations to ensure planning is accurate and actionable. The advisor remains in full control, complementing the best of technology with the best of human experiences.
SAM takes into account who the client is, what resources they have available, what their goals are, what their personal preferences are, and serves up a universe of available strategies contextual to the clients situation to solve the goals.
Engage with SAM in 3 different ways:
Clients want access to their plan when and where they want it. They expect modern experiences in this digital age. Through real-time updates, actionable to-do lists, and dynamic “what-if” scenarios, Conquest fosters deeper client participation and financial literacy, boosting engagement and satisfaction. While all the while driving more share of wallet.
Enable as much or as little functionality as you like with use of permissions, and features flags to deliver an experience unique to your firm.
Not only does the platform engage clients deeper, multiple people from across the firm can access and support the plan with appropriate permission sets from planning expertise to compliance oversight.
Firms historically struggle to serve clients across the organization that have dramatically different wealth levels, and therefore financial advice needs. Conquest’s platform was built for end client situations that traverse the entire wealth continuum – from mass market all the way up to ultra high net worth. This delivers a unified experience for clients as their needs evolve over their lifetime and deepens the relationship they have with the firm. It also enables firms to deal with a single vendor to meet their advice delivery needs, where historically up to 5 planning tools would be required.
Enables the same planning engine to deliver advice the way your clients want it – throughout the entire ecosystem. The Conquest engine supports advice at scale while the plan remains with the client throughout their entire life journey.
Demonstrate the value of advice by providing your clients with guidance and deliver that guidance in a way that is specific and bespoke to your firms value proposition.
Enable your unique expertise to stand out, with customizable story telling that is specific to your firm and differentiated from the output any other firm is delivering. Embed video, images, custom colors, fonts and other output features that are meaningful to your clients and drive them to take action.
Conquest endeavours to be the engine under the hood driving all global financial advice delivery. As such, Conquest consumes it’s own API for the purpose of our user interface, and is structured in a way for firms to configure some or all of the components that support your employees, advisors and end clients.
Enable stress testing of plans through a variety of real-life scenarios to address the concerns that keep your clients up at night. Volatility analysis, and stochastic modelling are also available for your more sophisticated investors.
