Conquest Planning provides a financial planning platform that utilizes a Strategic Advice Manager (SAM) to facilitate real-time digital collaboration and stress testing of financial plans. This technology enables financial institutions to deliver personalized, data-driven advice efficiently, addressing the complexities of client financial needs and enhancing compliance with regulatory obligations.
Funding
$26.7M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
MFFounders
Product
Problem
Traditional financial planning processes are often cumbersome, requiring extensive manual data entry and limiting real-time collaboration between advisors and clients. This can lead to inefficiencies in developing and adjusting financial plans, and make it difficult to address complex client scenarios effectively.
Solution
Conquest Planning offers a financial planning platform that leverages a Strategic Advice Manager (SAM) to streamline the creation and management of financial plans. The platform facilitates real-time digital collaboration, allowing advisors and clients to work together dynamically. It also enables stress testing of financial plans to evaluate different scenarios and address client concerns, while providing live monitoring of client progress over time. By automating plan recommendations and delivering powerful analytics, Conquest Planning helps financial institutions deliver personalized, data-driven advice more efficiently and meet regulatory obligations.
Target Audience
The primary target audience includes financial advisors, wealth management firms, and financial institutions seeking to enhance their financial planning capabilities and improve client engagement.
Features
- Strategic Advice Manager (SAM) suggests optimal financial decisions based on client data.
- Real-time digital client collaboration tools enhance engagement and understanding.
- Scenario planning and stress testing capabilities allow for proactive risk management.
- Live monitoring of client progress ensures plans stay on track.
- Automated fulfillment of plan recommendations reduces manual effort.
- API integration seamlessly connects to existing technology stacks.
- Blended goals-based and cash flow planning provides a comprehensive view.
- Transparent visuals of goal achievement along the lifeline improve client comprehension.