Conquest is an enterprise platform democratizing access to financial advice across the entire wealth continuum.
From mass market to ultra high net worth, Conquest helps financial institutions, wealth management firms, and their advisors deliver meaningful advice to clients in a more holistic, time efficient, and comprehensive manner.
Conquest works with hundreds of firms, and the list continues to grow. In 2021, full launch in Canada. In 2022, full launch in the UK. In 2023, full launch in the US.
And by 2024, 5 of the top 10 largest banks in North America are Conquest customers.
Conquest's AI powered Strategic Advice Manager, SAM, suggests next best financial decisions based on a clients personal situation, preferences, and goals.
Customer-centric design that equips your advisors and employees with innovative collaborative planning tools that result in higher engagement for both advisors and clients.
Drive planning efficiencies from creation to fulfullment, and reduce the time it takes to prepare a financial plan by 90%!
Exceed client expectations by leveraging self-directed, hybrid, or high-touch planning modes, meeting the needs of mass market all the way up to UHNW.
Conquest seamlessly connects to your existing tech stack for a fluid transition to and from our platform.
