Clients may start a plan on their own, then hit a decision they won't make without guidance. Our hybrid financial advice model closes that gap without wasting time. Clients move from a self-directed plan to an advisor or your call center the moment they need one.
Clients begin on their own and stay in motion. When they want to talk to a person, the client collaboration portal connects them to an advisor or your call center with the full plan, context, and history already in hand. No re-explaining. No re-keying. The conversation picks up exactly where the client left off.
Clients move fromself-directed to advisor-supported on their own terms
Advisors open every conversation with the client’s full plan already loaded
Each request routes to the right place automatically
Self-directed planning and advisor-supported advice run on one platform, so you can dial engagement up or down by segment, channel, or client without bolting on another system.
One platform powers self-serve, collaborative, and full-service advice
Tune the engagement model by segment, channel, or individual client
Scale across the organization without adding to your tech stack
When clients reach out, Strategic Advice Manager® (SAM) introduces a complete picture of who they are, their goals, and progress. That context turns a support request into guidance that deepens relationships.
SAM surfaces each client’s goals, profile, and plan status the moment they ask
Advisors spend the call advising, not gathering information or restating names
Deeper context unlocks more complex strategies and increased share of wallet
The portal builds plans using the data you already hold, and SAM serves contextual strategies as their lives change. Each step earns the next, so clients keep coming back, and engagement, retention, and share of wallet move with them.
Plans start pre-populated with the client data you already have
Bite-sized steps keep clients moving instead of abandoning a long form
SAM adapts strategies as goals, income, and life events change
Built for any organization closing the gap between digital convenience and advice only a human can give.
Financial institutions
Delivering planning across digital and advisor channels.
Wealth Management Firms
CIRO, MFDA, and ICPM firms extending advice across the wealth spectrum.
Insurance Companies
MGAs and carriers pairing planning with their product suite.
Group Benefit & Retirement Providers
Bringing planning to members at work and beyond.
Pension Providers
Member planning that scales from self-serve to advised.
Credit Unions
Member-owned
co-operatives offering advice to every member.
Banks
Retail and private banks meeting clients in every channel.
The new capability that Conquest brings, and the collaboration that’s built within the platform, will allow us to bring planning to a broader audience.
See how Conquest blends digital self-directed and advisor-led on one platform.
Request Demo
