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With SAM connected to Claude, advisors reach live, verified plan data in the same place they already work, eliminating the need to switch between siloed systems or manually enter data, ultimately giving advisors time back to reinvest in their clients.
Meeting with a client you haven’t seen in a year? Ask Claude what you need to know. It pulls the actual plan from Conquest, including the SAM Score, a full plan summary and a household debrief on how the client is pacing against their goals.
Ask Claude for recommendations and SAM ranks, prioritizes and verifies every strategy against best practices, rules and regulatory requirements behind the scenes. Apply the strategy directly from Claude and see the plan update in real-time.
Build a new plan, update an existing one or edit household details, all directly from Claude. Claude pulls client data straight from Conquest, so advisors save time without compromising accuracy.
Claude handles the conversation. SAM, the AI expert system and deterministic calculation engine, ranks, prioritizes and verifies every strategy against best practices and jurisdictional compliance — so every projection is explainable, repeatable and backed by a full audit trail.
An MCP (Model Context Protocol) connector lets an AI tool like Claude reach live data in another system, and our MCP server is that link. We built our engine headless from day one, which made us the first financial advice engine to offer an MCP server. The same engine powers advisor, client, AI and white-label experiences.
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SAM computes every number from the real plan. Each projection traces back to its inputs, with a full audit trail behind every strategy an advisor applies.
Our AI management system is ISO/IEC 42001 certified, alongside SOC 2 Type 2 and ISO 27001. Regional hosting in the U.S., Canada and the U.K. keeps your data where you need it.
You opt in and decide who connects, firm-wide or by user. Every connection is authenticated before any plan data is shared.
It’s Anthropic’s offering for wealth management professionals. Our connector brings SAM into it, so advisors work with live plan data and verifiable recommendations inside Claude.
Advisors can pull information about a client’s plan via Claude, including the SAM Score, plan summary and progress toward each goal. They can apply SAM’s ranked strategies, edit plans and make changes in real-time.
Yes. SAM is a deterministic calculation engine, so the same inputs return the same output, with a full audit trail. The engine is built to rank, prioritize and validate against rules, regulations and regional specifications. Claude writes the wording around those figures, so your advisor should review it before sharing with a client.
Without a connection, Claude can only work from the context the advisor manually shares. The math in Claude is the model’s best attempt, but doesn’t have the built-in guardrails, rules and regulations required for compliance adherence. Claude is generative AI, meaning the responses aren’t deterministic and can vary each time. With Conquest connected, Claude is pulling directly from the SAM engine, so the numbers are repeatable and verifiable.
MCP (Model Context Protocol) is an open standard that lets AI tools connect to live data in other systems. We were the first financial advice engine to offer an MCP server. Learn more here.
SAM verifies strategies against jurisdictional compliance across multiple frameworks, including CRM2/CRM3 in Canada, Best Interest and DOL Fiduciary standards in the U.S. and FCA Targeted Support in the U.K.
Our AI management system is ISO/IEC 42001 certified, and regional hosting in the U.S., Canada and the U.K. gives your firm control over where data resides. Your firm opts in and controls who connects.
Yes. Conquest was built with open architecture and robust APIs to extend the engine to more platforms. By embedding the SAM engine into advisor, client, AI and white-label experiences, customers can rest assured their data, numbers and outputs are verifiable for compliance approval. Our open architecture, two-way APIs and developer documentation extend the engine to more platforms and partners. Firms embed SAM into advisor, client, AI and white-label experiences.
Request a demo, and we’ll show you what Conquest can do for your firm.
If you're an existing Conquest customer, please contact your Account Team to get the Claude connector activated.
