Business Wire

Conquest Rolls Out Enhancements to SAM, An AI-Powered Solution Designed to Improve Plan Quality, Reveal Deeper Planning Insights

New product update provides proactive recommendations to improve plans, enables users to issue commands and questions via voice and text

WINNIPEG, Manitoba--(BUSINESS WIRE)--Conquest Planning Inc., (“Conquest”), a technology platform modernizing financial planning with customized and convenient advice, today announced SAM INSIGHTS and Ask SAM, the latest iterations of its artificial intelligence (AI) based strategic advice manager (SAM). Financial advisors using SAM are able to build detailed, flexible financial plans quickly and with a high degree of accuracy. The new SAM enhancements incorporate INSIGHTS, which identifies problems, opportunities and achievements specific to a plan and Ask SAM a Command and Query feature.

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