Plateforme de gestion de patrimoine

Conseils personnalisés à grande échelle

Accompagnez plus de clients sur l'ensemble du continuum de gestion de patrimoine grâce à une solution unique et intégrée. Conquest est la seule plateforme de planification financière basée sur un moteur d'IA déterministe qui rend chaque recommandation auditable, cohérente et vérifiable. Consacrez votre temps à examiner des plans de confiance avec vos clients, au lieu de vous débattre avec des systèmes lourds et désuets.

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Conquest customers have achieved:

MINUTES

To create a financial plan, down from an average of 10 hours

87%

Assets Under Management

19%

HIGHER

Cross-sell rate

Why Banks and Credit Unions Choose Conquest

Financial planning that doesn’t stand still

Growth shouldn't be constrained by the technology that's meant to enable it. See why leading banks and credit unions trust Conquest.

Increase capacity without increasing headcount

Reduce the time spent building financial plans so advisors can focus on deepening relationships, delivering higher value advice and serving more clients.

Work with clients on their terms

Built to support self-directed, hybrid and advisor-led advice, our calculation engine and AI expert system empowers your team to meet clients where they are.

Simplify your tech

Most firms rely on multiple planning tools across different customer segments. We bring planning together in one platform, creating a consistent experience as needs evolve.

Built to fit your ecosystem

Power experiences with the Conquest engine, wherever your advisors work through an open API and MCP.

Auditable AI

Meet SAM, your trusted planning partner

SAM is Conquest's proprietary AI expert system and deterministic calculation engine, which evaluates hundreds of planning strategies simultaneously, ranks recommendations against planning best practices and clearly exposes the reasoning behind every recommendation.

SAM’s recommendations are:

Explainable

Consistent

Personalized

Auditable

Meet sam

Self-Directed Planning

A Scalable Planning Experience for Every Advisor

Conquest’s self-directed planning experience allows firms to serve more clients without requiring the complexity that comes with an advisor-led experience. As needs change, advisors can seamlessly transition clients into a self-directed, hybrid or advisor-led model without changing systems.

Reach more customers

Deliver personalized financial guidance to customers who prefer to begin their financial journey independently.

Expand across channels

Extend financial planning beyond the advisor's desk with one platform that supports self-directed, hybrid and advisor-led experiences.

An engine you can trust

Recommendations are personalized to each household, while advisors remain in complete control of which strategies they apply.

Découvrez Conquest en action

Réservez une démo personnalisée et découvrez pourquoi les principales firmes de gestion de patrimoine choisissent Conquest pour optimiser leur planification.

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