RBC, Canada’s largest bank, has teamed up with Winnipeg’s Conquest Planning, a fintech platform revolutionizing financial planning by offering personalized and user-friendly advice through advanced digital tools and financial planning services to Canadians.
This collaboration aligns with RBC’s ongoing commitment to investing in state-of-the-art digital capabilities to enhance customer experiences. By integrating Conquest’s intuitive and collaborative platform, RBC can leverage its powerful AI technology to determine effective financial strategies for clients.
Conquest’s digital platform offers a comprehensive range of financial planning services, including retirement, tax, and investment planning, through its intuitive interface. The AI-based technology offers an effortless way to assess clients’ financial situations and objectives, enabling the creation of personalized financial plans that address each client’s unique requirements.
“We’re excited to bring this next generation financial planning capability to our financial planners and clients,” said Michael Walker, vice president & head, Mutual Funds Distribution & RBC Financial Planning.
“In tandem with MyAdvisor, the Conquest platform will help us deliver a world-class digital advice and planning experience for our clients to help them achieve their financial goals – no matter how complex their individual and family financial needs may be.”
With this partnership, RBC can now provide its clients with an end-to-end digital financial planning experience, setting a new standard in the financial services industry.