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Your advisors shouldn't have to choose between delivering personalized financial advice and serving more clients.
Conquest helps banks and credit unions expand financial planning beyond high-net-worth relationships. Give your advisors a way to create personalized, defensible financial plans across every client, in minutes, not hours.
Growth shouldn't be constrained by the technology that's meant to enable it. See why leading banks and credit unions trust us.
No single advisor can catch every gap, risk and opportunity across a full book of business. Strategic Advice Manager® (SAM) can. Surface insights directly on the advisor dashboard, so your team knows what's on track and what needs attention.
Built to support self-directed, hybrid and advisor-led advice, Strategic Advice Manager® (SAM), our calculation engine and AI expert system empowers your team to meet clients where they are.
Most firms rely on multiple planning tools across different customer segments. We bring planning together in one platform, creating a consistent experience as needs evolve.
Power experiences with the Conquest engine, wherever your advisors work through an open API and MCP.
“Introducing Conquest's intuitive financial planning software into our operations enables us to extend the personalized financial advice we offer free to our members”
SAM is Conquest's proprietary AI expert system and deterministic calculation engine, which evaluates hundreds of planning strategies simultaneously, ranks recommendations against planning best practices and clearly exposes the reasoning behind every recommendation.
SAM's recommendations are explainable, consistent, personalized and auditable.
Conquest’s self-directed planning experience allows firms to serve more clients without requiring the complexity that comes with an advisor-led experience. As needs change, advisors can seamlessly transition clients into a self-directed, hybrid or advisor-led model without changing systems.
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Deliver personalized financial guidance to customers who prefer to begin their financial journey independently.
Extend financial planning beyond the advisor's desk with one platform that supports self-directed, hybrid and advisor-led experiences.
Recommendations are personalized to each household, while advisors remain in complete control of which strategies they apply.
