Platform

Platform

Platform Overview
Go beyond traditional financial planning technology
Strategic Advice Manager® (SAM)
Build a plan in minutes, not hours, with the verifiable financial advice engine
Behavioral Finance Agent
EQ meets IQ with BeFi coaching agent, Lydia
MCP
Experience the power of SAM wherever you work
AI responses you can verify
Conquest enables advisors to access its verifiable AI financial advice engine directly in Claude
See How →
Solutions

Solutions

By Institution Type
By Engagement Model
Solutions Overview
Answer client questions and model life events across all segments
Banks & Credit Unions
Transform everyday banking into trusted relationships
Broker-Dealers
Deliver consistent & compliant advice across your entire network
Independent Advisors & RIAs
Scale personalized advice without losing your personal touch
Solutions Overview
Answer client questions and model life events across all segments
Advisor-Led
Personalized advice that grows with each client and scales with your firm
Self-Directed & Digital
Guide at scale through a fully digital experience
Hybrid
Turn self-directed clients into advised relationships
Verifiable AI financial advice for independent advisors
The self-serve offering expands Conquest to firms of any size, with digital onboarding in days
Read Press →
Pricing
Resources

Resources

Customer Stories
See what others have achieved
FAQ
Your common questions, answered
Events & Webinars
Catch us at the next event
Support
Chat with our sales agent and get help with specific questions
Chat with Connie
Meet Connie, your Conquest virtual sales assistant
CHAT NOW →
About

About

About Us
The world deserves better financial advice. Let's give it to them.
Awards & Press
Learn the latest
Leadership
Meet the people building the future of advice
Careers
We're hiring!
Mission & Values
Democratizing financial advice
We're driven by our mission
We're here to help put financial guidance in more people's hands
Learn More →
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Awards & Press

Latest News

Conquest Brings its Verifiable AI Financial Advice Engine into Anthropic’s Claude for Financial Advisors

October 24, 2024

CB Insights

Fintech 100: The most promising fintech startups of 2024

October 15, 2024

IFA Magazine

Conquest and PlannrCRM partner up to optimise planning workflows for advisers

October 15, 2024

Business Wire

Conquest and PlannrCRM Partner to Optimise Planning Workflows For Financial Advisers

October 10, 2024

Business Wire

FÉRIQUE renforce son engagement à offrir un service client personnalisé grâce à un partenariat avec Conquest Planning

October 10, 2024

Business Wire

FÉRIQUE Deepens Commitment to Personalized Client Service Through Partnership with Conquest Planning

Media

Conquest Planning with Mark Evans & Brad Joudrie | E135

Conquest Planning’s Lotocki and BNY Pershing’s Tasch On the Future of AI in Financial Planning

Fintech Form Canada – start-up pitch competition

Prospering in Longevity Challenge - Top Innovators

‍Your Life, Your Money - Sunday, July 3rd, 2022

‍Your Life, Your Money - Sunday, July 3rd, 2022

How Tech Is Transforming the Financial Services Industry with Stacie Calder

Revolutionizing Financial Planning

Accolades we’re proud of

For media inquiries

Please contact our media team
contact media team
Platform
Strategic Advice Manager® (SAM)
Behavioral Finance Agent
MCP
Solutions
By institution type
Banks & Credit Unions
Broker-Dealers
Independent Advisors & RIAs
by engagement Model
Advisor-Led
Hybrid
Self-Directed
Pricing
Resources
Customer Stories
Events & Webinars
FAQ
Support
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Leadership
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Mission & Values
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