About
Conquest Planning modernizes how financial institutions deliver advice across every client segment, from mass market to ultra-high-net-worth (UHNW). At the heart of the platform is SAM (Strategic Advice Manager), a proprietary deterministic AI calculation engine that surfaces personalized, next-best financial decisions based on each client's unique situation, goals, and preferences—while keeping every recommendation fully auditable and verifiable for regulators. The platform compresses plan creation time from an industry average of 10 hours down to 15 minutes, enabling advisors to create 4x more plans and onboard significantly more high-value clients. Conquest supports self-directed, hybrid, and full-service delivery models within a single platform, so firms can grow AUM across every client tier without switching tools. Firm-wide analytics give leadership real-time visibility into plan quality, advisor activity, and client engagement, with built-in compliance trails that satisfy regulatory requirements. An open two-way API lets institutions integrate Conquest's calculation engine into their existing tech stack or use it as a standalone app. With over 2 million plans created globally and partnerships with institutions including Sun Life, Sagard, and IPC, Conquest is purpose-built for financial enterprises that need to scale personalized advice without sacrificing compliance or quality.
Key Features
- Strategic Advice Manager (SAM): A deterministic AI calculation engine that generates personalized, next-best financial recommendations based on each client's goals, situation, and preferences—fully auditable and consistent every time.
- Compliance-First Audit Trails: Every recommendation and plan decision is logged with a built-in compliance trail, making it easy to demonstrate regulatory adherence and satisfy auditors without extra effort.
- Multi-Segment Client Support: Supports self-directed, hybrid, and full-service delivery models in a single platform, enabling firms to serve clients from mass market to ultra-high-net-worth (UHNW) with appropriate advice at each tier.
- Firm-Wide Analytics Dashboard: Real-time insights into plan quality, advisor productivity, and client engagement give leadership the data they need to optimize operations and demonstrate value across the firm.
- Open Two-Way API: A flexible API enables Conquest's calculation engine to integrate seamlessly with existing tech stacks, CRMs, or proprietary systems, supporting custom UX/UI implementations.
Use Cases
- Banks and wealth management firms scaling financial planning capacity without proportionally increasing advisor headcount.
- Advisors serving mass-market client segments with fast, personalized plan creation that would otherwise be cost-prohibitive at low AUM levels.
- Enterprise compliance teams requiring fully auditable, regulator-ready records of every financial recommendation made to clients.
- Financial institutions implementing hybrid advisory models that blend digital self-service with human advisor oversight across all client tiers.
- Firms seeking to improve new client onboarding by delivering comprehensive financial plans at the first meeting rather than after multiple follow-up sessions.
Pros
- Dramatic Time Savings: Reduces financial plan creation from an industry average of 10 hours to just 15 minutes, allowing advisors to handle 4x more clients without compromising on plan quality.
- Auditable, Compliance-Ready AI: Unlike black-box AI, SAM's deterministic engine makes every recommendation traceable and defensible—critical for regulated financial institutions facing strict compliance requirements.
- Proven at Enterprise Scale: Trusted by 6 of the top 10 banks in North America with over 2 million plans created, demonstrating reliability and scalability in real-world enterprise deployments.
- Flexible Integration via API: The open two-way API allows institutions to embed Conquest's planning engine into their existing workflows and interfaces rather than forcing a rip-and-replace approach.
Cons
- Enterprise-Only Focus: The platform is designed for banks and large financial institutions, making it unsuitable and likely inaccessible for independent financial advisors or small advisory firms.
- Non-Transparent Pricing: No public pricing is available; prospective customers must go through a sales process, which can slow evaluation and make budget planning difficult.
- Implementation Complexity: Integrating Conquest via API into existing enterprise tech stacks requires development resources and coordination, which may extend time-to-value for larger deployments.
Frequently Asked Questions
What is SAM and how does it work?
SAM (Strategic Advice Manager) is Conquest's proprietary deterministic AI calculation engine. It evaluates each client's unique financial situation, preferences, and goals to surface the most relevant next-best advice strategies—ensuring every recommendation is personalized, consistent, and fully auditable rather than relying on opaque machine learning outputs.
How much time does Conquest save advisors?
Conquest reduces the time to create a comprehensive financial plan from an industry average of 10 hours to approximately 15 minutes. This efficiency gain allows advisors to create 4x more plans and spend more time on client relationships rather than administrative work.
Which client segments does the platform support?
Conquest supports all client segments within a single platform—from mass market and retail banking clients to high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, as well as corporate and institutional planning needs. It accommodates self-directed, hybrid, and full-service delivery models.
How does Conquest handle regulatory compliance?
Compliance is built into the core of the platform. Every recommendation generated by SAM is logged with a complete audit trail, making it straightforward to demonstrate regulatory adherence, respond to audits, and maintain consistent advice standards across the entire advisor workforce.
Can Conquest integrate with our existing technology stack?
Yes. Conquest offers an open two-way API that allows financial institutions to integrate the planning calculation engine directly into their existing systems, CRMs, or proprietary platforms. Institutions can use Conquest's native app interface or connect the engine to their own UX/UI.
