Put a personalized plan in clients’ hands without wait times or scheduling. Keep clients moving on their own, and your advisors spending time on the highest-value conversations.
Strategic Advice Manager® (SAM) is an AI expert system that surfaces personalized, compliant strategies for every client in seconds, allowing your advisors to serve more of their book, not just the wealthiest few.
Weighs goals, priorities, and risk tolerance to find the right path forward
Every recommendation traceable from input to output
Deterministic, auditable, and built on best practices
Give clients room to explore personalized strategies any time, on any device.
Contextual planning available whenever, wherever clients need it
A broader addressable market across the entire wealth continuum
Advisor time spent on more complex scenarios
We connect to your firm’s existing technology through a two-way, open API. Data flows in automatically and recommendations flow out without manual entry or workflow disruption.
Generate a plan with all available data on the client
Automate plan fulfillment and client communication workflows
Export data to fuel business intelligence and deeper client service
Gamification, notifications, and milestones turn a one-time plan into an ongoing habit.
Real-time plan score reflects every decision and life event
Milestone achievements and progress notifications keep clients motivated
Repeat engagement and plan updates compound over time
Built for the full range of financial institutions — from retail banks to boutique wealth firms.
Financial institutions
Banks and trust companies bringing digital planning to their client base.
Wealth Management Firms
CIRO-regulated dealers and portfolio managers extending their planning reach digitally.
Insurance Companies
MGAs and insurance carriers integrating planning with their product suite.
Group Benefit Providers
Retirement and group benefit providers delivering planning to members.
Pension Providers
Pension funds and DC plan providers offering member planning tools.
Credit Unions
Member-owned financial co-operatives bringing planning to all members.
Financial App Builders
Fintechs and digital platforms embedding planning through our API.
Conquest brings next-generation interactive digital capabilities which perfectly complement our highly personal, customized approach to meeting our client’s broad range of needs.
Deliver greater advice at scale through a fully digital experience.
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