Powered by SAM, Conquest's digital solution offers a self-directed experience for customers that may or may not be receiving advice today. It leverages all data available on the client to perform contextual planning wherever they are, whenever they need it, without any involvement from a human. But don’t worry, they can reach out to your team for support anytime they need.
Guided planning that suggests strategies unique to the end-clients’ situation for an engaging experience, that drives meaningful action.
Built on an open two-way API, Conquest easily integrates with firms’ existing technology stack, allowing firms to customize user experiences while maintaining the power of SAM’s AI-driven financial engine.
Conquest’s intuitive UI makes data gathering a breeze, allowing you to begin the planning process quickly. Integration capabilities within Conquest allows your firm to leverage what you already know about the user and send out digital data gathering links to round out complete client profiles. Leverage aggregation to gain visibility to off-book assets.
Conquest’s Strategic Advice Manager (SAM) employs AI to model various financial scenarios, helping advisors present clients with potential outcomes of different strategies, leading to more informed decision-making.
Gamification, notifications, and milestone completion measure goal achievement and progress to plan over time and spur more action to improve financial well‑being.
Interested in expanded options?
See how Conquest can enable greater advice at scale
with resources for Collaborative and Traditional settings.
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