Meet Strategic Advice Manager (SAM), the AI system that helps your advisor team perform at their best — not replace them. Deterministic, auditable, and built on codified financial planning best practices, SAM delivers planning intelligence your advisors can trust and your compliance team can stand behind.
Explore the platform
SAM weighs your clients' goals, priorities, and risk tolerance to surface the strategies most likely to move them forward. Every scenario has a defensible reason behind it.
SAM isn't an LLM. It's a rules-based expert system AI built on codified financial planning best practices. Expertise is built in, but you choose which suggestions to accept.
SAM handles complex calculations and data analysis. Advisors save time, plus they can show up fully for client conversations and give advice that goes beyond the numbers.
What they’ve built is a paradigm shift in the way financial planning is done. It’s more targeted, it’s more accurate — it’s doing more calculations than any human ever could.
Hundreds of suggestions are tested in real time: SAM projects each scenario against the plan, then ranks and prioritizes using a cost-benefit algorithm that considers the client's financial situation, goals, best practices, risk tolerance, and planning preferences.
Advisors can't catch every gap, risk, or opportunity across an entire book of business. SAM can. Insights are surfaced directly on the advisor dashboard to flag what's on track and what needs attention.
A human advisor can hold a handful of strategies in mind at once. SAM evaluates them all simultaneously. The result is a prioritized, defensible action plan that advisors can present with confidence and compliance teams can stand behind.
Assess plan completeness and quality at a glance. As new strategies are applied or as life events shift a client's situation, the score updates in real time — giving advisors an instant read on where a plan stands.
Auto plan with SAM. Watch a plan come together in minutes.
See how a financial plan can come together in minutes, not hours. Let SAM do the heavy lifting with a draft, so advisors can take charge of how it’s delivered and spend their energy on client conversations, not math.
SAM is Conquest's proprietary planning engine.
It is an AI expert system that analyzes each client's complete financial picture and surfaces ranked, actionable strategies. Unlike generative AI, SAM is a deterministic calculation engine: It produces auditable, repeatable results based on codified financial planning best practices.
Yes. And in today’s regulatory environment, that matters. Because it is an AI expert system, the deterministic calculation engine produces the same results every time, given the same inputs.
A regulator, compliance officer, advisor, or end client in self-directed planning could re-run a scenario and get the same answer using the same inputs. Financial Planning advice in Canada (CRM2/CRM3), the US (Best Interest, DOL Fiduciary) and globally (UK FCA Targeted Support) is subject to regulatory scrutiny. If an advisor presents a strategy, a projection or plan to a client, there needs to be defensible and traceable paths from input to output. Therefore, a calculation engine combined with a strategy algorithm (like SAM, where the human is expected to be involved) provide an auditable chain of logic where every rate, tax rule, calculation, and result can be inspected and validated.
No. SAM is a proprietary deterministic calculation engine that does not contain or support an algorithm that learns and adapts.
SAM is an expert system under the broad category of “Artificial Intelligence,” but it is a deterministic calculation engine or AI expert system. It is not an LLM or generative AI like the models from OpenAI, Anthropic and others; gen AI models can produce a slightly different response every time.
SAM guardrails are built to support jurisdictional compliance across multiple regulatory frameworks, including CRM2/CRM3 (Canada), Best Interest and DOL Fiduciary standards (U.S.), and FCA Targeted Support (UK).
SAM is built leveraging a problem-solving architecture known as the “Blackboard System,” where each codified strategy is tested, ranked, and prioritized against a client’s current financial situation.
SAM also considers goals entered, financial planning best practices, risk tolerance and planning preferences in the ranking and prioritization.
Strategies are fully encapsulated financial planning opportunities, represented as data-driven changes that can be consistently applied and evaluated.
Each strategy is guard-railed based on the relevant jurisdiction’s income tax rules, regulatory compliance, and cash flow affordability and personal preferences.
No. Because SAM is a calculation engine, any error is systematic and discoverable and not random.
You can re-run the same inputs and get the same output every time. That’s fundamentally different from generative AI or popular LLMs, where errors are unpredictable and can appear in different forms each time.
Looking for a demo?
Talk to our experts
For media inquiries
Please contact Conquest@streetcredpr.com
