Conquest Planning Inc. Market Research Report

Company Overview

Name, Mission of the Company

Conquest Planning Inc.

Mission: To revolutionize financial advice delivery, making it accessible, personalized, and engaging for all clients across various economic spectrums and platforms.

When Was the Company Founded and By Whom

Founded: November 2018

Founder: Dr. Mark Evans and the founding team.

Key People in the Company

President and CEO: Dr. Mark Evans

Where is the Company Headquartered

Headquarters: Winnipeg, Manitoba, Canada

Number of Employees

No information is available.

Revenue of the Company

No information is available.

What is the Company Known For

Conquest Planning Inc. is known for its innovative financial planning technology that bridges human connection and advanced technology to empower financial institutions and advisors.

The company’s platform is recognized for facilitating real-time digital client collaboration, automated fulfillment of plan recommendations, and comprehensive financial advice delivery.

Products

What Products Do They Offer

1. Conquest Financial Planning Platform
2. Strategic Advice Manager (SAM)

High-Level Description of the Product

Conquest Financial Planning Platform: A comprehensive financial planning tool that enables advisors to deliver meaningful, accurate, and actionable financial advice. It includes features such as digital client collaboration, automated fulfillment of recommendations, and advanced analytics to meet clients' needs.

Strategic Advice Manager (SAM): A digital assistant within the Conquest platform that performs complex calculations on client data to provide hyper-personalized financial advice. SAM leverages artificial intelligence to suggest various financial strategies ranked and prioritized based on client-specific data.

Key Features of Each of the Products

Conquest Financial Planning Platform

Real-time digital client collaboration portal.

Automated client action plans with To-do lists.

Compliance reporting and enhanced regulatory adherence.

Robust business intelligence and plan analytics.

Ability to stress test financial plans and simulate market changes.

Equipped with a customer-centric design for higher client engagement.

Strategic Advice Manager (SAM)

Performs thousands of complex calculations.

Projects comprehensive income tax and cash flow calculations.

Recommends ranked and prioritized financial strategies.

Visualizes the impact of applied strategies on client goals.

Delivers tailored, context-specific recommendations.

Updates financial plans in real-time to accommodate life changes.

Recent Developments

What Are the Recent Developments in the Company

September 18, 2024: Manulife Wealth has adopted Conquest's financial planning platform to aid their advisors in delivering personalized financial advice.

September 17, 2024: Manulife Wealth and Conquest Planning launched their collaboration, expanding the reach of Conquest’s tools to over 1,000 advisors within the Manulife network.

What Are the New Products Launched

No new products have been reported.

What Are the New Features Added to the Existing Products

No specific new features were reported apart from continuous improvements mentioned, such as enhancing overall integration and user experience.

Any New Partnerships

Manulife Wealth and Conquest Planning Partnership: A collaboration to incorporate Conquest’s financial planning platform and SAM into Manulife Wealth’s advisory services.

Summary

Conquest Planning Inc. is an innovative fintech company founded in 2018, dedicated to enhancing the delivery of financial advice through advanced technology and human connection. Headquartered in Winnipeg, the company’s flagship product "Conquest Financial Planning Platform" includes the powerful Strategic Advice Manager (SAM). Their recent noteworthy partnership with Manulife Wealth signifies their growing influence in the financial planning industry.

No further information on employee numbers and revenue was available.