Conquest Planning Inc.

At Conquest, we believe everyone deserves access to great financial advice. Whether you’re buying a home, taking a vacation, or planning for retirement, advice should always be available to you when, where, and how you want it. That’s why we’ve built an engine that can deliver advice at scale across all your customer segments using digital, hybrid, and traditional advice delivery. Allowing anyone, from the tech-savvy do-it-yourself individual to those who prefer one-on-one assistance, to receive world-class financial advice. Amplify customer value with modern advice delivery, powered by Conquest. #financialplanning #financialadvice #planningsoftware #fintech #wealthtech #ConquestPlanning

We’re all set for another day at Wealth Management EDGE! Be sure to stop by our table at the LaunchPad Labs to learn more about Conquest. #WMEDGE #wealthmanagementedge #ConquestPlanning

To wrap up our day at Wealth Management EDGE, our VP of US Distribution, Tom Burmeister, gave an eye-opening demo of Conquest and SAM, our AI-powered Strategic Advice Manager, during the WealthStack Demos competition this afternoon!🚀 WealthStack (Part of Wealth Management EDGE) WealthManagement.com #WMEDGE #wealthmanagement #wealthtech #financialplanning #wealthmanagementedge #ConquestPlanning

This week our team is down in Hollywood, FL attending Wealth Management EDGE, where we recently attended a session by Jason M. Pereira of Woodgate Financial Inc. on AI and its impact on advice delivery, followed by a panel moderated by Davis Janowski on how firms are applying technology to transform and improve how their advisors operate. A special thanks to our friends Jason and Farayi Chimbangu of BNY Mellon | Pershing for showing love to Conquest and our technology on the main stage during both sessions! #WMEDGE #wealthmanagement #ConquestPlanning

Conquest has a variety of ways to illustrate the value of your advice through our PDF Editor, Digital Stories feature, and our Planning page itself, which is the focus of this video tailored for our US users. Learn how you can use the Planning page paired with its analysis panel to effectively communicate a client’s financial story and paint a better picture of how they’ll achieve their financial goals with Conquest. #financialplanning #retirementplanning #wealthmanagement #fintech #wealthtech #ConquestPlanning

We’re happy to share that Conquest has been named one of Wealth Professional’s Top 25 Wealthtech Providers for 2024! Thank you, Wealth Professional Canada Magazine, for including us on this list! When it comes to financial and wealth planning technology, quality, accuracy, speed, and scale mean a great deal to us when serving our clients. It's an honour to be recognized based on merit and the impact we've had on the lives of those who benefit from our innovative software powering the future of financial advice! #WealthProfessional #ConquestPlanning #wealthmanagement #Wealthtech

Our team will be at Wealth Management EDGE on May 13th in Hollywood, Florida! Be sure to connect with Brad Joudrie, Tom Burmeister, and Sal Bianco to learn more about Conquest and how we empower advisors to provide more personalized and reliable financial guidance to their clients. #WMEDGE #wealthmanagement #wealthtech #ConquestPlanning

A.I (Artificial Intelligence) - think Chat GPT, Nvidia - has become a mainstream, hot topic in recent years. While there is familiarity around what it is, a big question that's often brought up is the impact it creates in business. Some questions we're faced with are: 🟢 What is A.I?   🟢 Can it influence the wealth management industry?  🟢 How can advisors use it to add more value to their offerings?  In our latest #turningthepage podcast, Chris is joined by Brad Joudrie, CRO of Conquest Planning, who helped Conquest Planning establish itself as a market leader in the Canadian financial technology space. Brad answers all the burning questions related to A.I. and how it is reshaping advisors’ strategies towards their clients’ investment objectives. Tune in to learn more about the industry-wide trend and how it’s influencing client engagement using the link below. https://lnkd.in/ewd3HqzF #AIinfinance #fintech #growyourbusiness #clientengagement #investmentplanningcounsel #turningthepage #youxipc #clientexperience #investmentplanningcounsel

Conquest’s Chief Revenue Officer, Brad Joudrie, appeared on the latest episode of Investment Planning Counsel’s Turning the Page podcast with Chris S. Reynolds, where they discussed the impact of AI in wealth management and how it can help advisors provide better quality services to their clients. Listen to Brad and Chris’s full conversation here, or on all major podcast platforms: https://lnkd.in/ewd3HqzF #Turningthepage #ConquestPlanning #AI #investmentplanningcounsel #wealthmanagement #podcast

Our UK Account Manager, Rob Tedder, held an insightful session today with John Lappin at Owen James’s A Meeting of Minds event. They led a great discussion exploring the potential for AI to enhance efficiency and productivity for advisers. The consensus was that now is the time to understand the challenges firms want to address, why they want to address them, and what solutions exist to begin embracing AI-assisted technologies. #OwenJamesMoM #FinancialPlanning #paraplanners #Paraplanning #AI #ConquestPlanning