Conquest Planning
Financial planning platform with a deterministic AI engine for auditable, consistent, and verifiable recommendations.
Overview
Conquest Planning offers a financial planning platform powered by a deterministic AI engine called Strategic Advice Manager (SAM) that provides auditable, consistent, and verifiable financial advice tailored to each client's unique situation. The platform supports a wide range of client segments from mass market to ultra-high-net-worth individuals and enables advisors to serve more clients with personalized, defensible advice efficiently.
The platform includes firm-wide analytics for real-time insights into plan quality, advisor activity, and client engagement, with built-in compliance trails to support regulatory requirements. Conquest Planning also provides an open two-way API for integration with existing technology stacks, allowing flexible user experiences and customization of the user interface.
Trusted by six of the top ten banks in North America and other leading enterprises, Conquest Planning has facilitated over 1.9 million financial plans globally, helping advisors reduce planning time and increase client onboarding with significant asset growth.
Key Features
- + Deterministic AI engine for auditable financial recommendations
- + Personalized advice tailored to client situations and goals
- + Firm-wide analytics for plan quality and advisor activity
- + Compliance trail integrated into the expert system
- + Support for mass market to ultra-high-net-worth clients
- + Flexible delivery models including self-directed, hybrid, and full-service
- + Open two-way API for integration with existing tech stacks
- + Customizable user experience and interface