Conquest Planning
Conquest Planning, founded in 2018, provides AI-driven financial planning software with tools like the Strategic Advice Manager (SAM) for personalized advice and real-time client collaboration.
Company Overview
Conquest Planning, founded in 2018, provides financial planning software that leverages artificial intelligence. The company's primary focus is on enhancing financial advisory services through advanced technology and automation.
Key Features of Conquest Planning Software
Conquest Planning's software offers a range of features designed to optimize financial planning. These include the Strategic Advice Manager (SAM) to suggest the next best financial decision, real-time digital client collaboration, automated fulfillment of plan recommendations, powerful analytics, and enhanced compliance tools. The platform is designed to support goal-based and cash flow planning, provide transparent visuals of goal achievement, and optimize retirement income for clients with personal and corporate needs.
Innovative Tools and Collaboration
Conquest Planning equips financial advisors and employees with innovative collaborative planning tools through its customer-centric design. The software includes a real-time digital client collaboration portal to deepen client engagement, and a digital assistant named SAM, which performs thousands of complex calculations to deliver hyper-personalized advice. Additionally, the platform offers automated client action plans to improve plan adherence and stress testing of financial plans.
Global Reach and Localization
Conquest Planning has made significant strides in global scalability and jurisdictional reach. The software is localized for Canada, the UK, and plans to expand into the US market. The company has partnered with Desjardins Financial Security Investments to bring its financial planning software to nearly 1,400 advisors across Canada. This highlights the platform's capacity for international compliance and scaling.
Recognition and Industry Position
Conquest Planning has been recognized as one of the top Canadian startups on the rise by LinkedIn in 2023. This acknowledgment underscores the company's growth and innovative approach within the financial technology sector. Conquest Planning continues to leverage its robust business intelligence and plan analytics to meet diverse customer needs effectively.
