Raymond James Bolsters Service with A.I. Fintech Tools from Conquest

Conquest Planning recently announced a partnership with Raymond James, the Canadian arm of North American investment dealer Raymond James Financial.

The collaboration will see the Canadian fintech improve the client planning experience for Raymond James-affiliated advisors by helping advisors personalize the experience in alignment with Raymond James’ aim to deliver a holistic approach to managing wealth, according to a statement from the firms.

“Conquest’s comprehensive and thorough client discovery process is designed to provide a highly personalized, client-driven solution that’s unique to each individual and family we serve,” stated Michelle Connolly, Head of Financial Planning and Insurance at Raymond James.

“By actively involving clients in the development of their financial strategies alongside their advisory team, Conquest’s technology encourages greater engagement and buy-in,” Connolly believes.

“This collaborative approach significantly enhances our advisors’ ability to increase the end client’s potential for long-term financial success,” she said.

“Conquest’s tools will further empower our advisors to engage clients more deeply in the financial planning process and enable them to track their progress towards these goals,” added Jennifer Hodgson, who serves Raymond James as senior vice president of wealth solutions.

By integrating Conquest’s artificial intelligence-powered financial planning platform, Raymond James advisors can develop personalized strategies for clients, including scenario analyses and real-time adjustments.

Conquest’s flagship AI-powered platform is the Strategic Advice Manager, or SAM. The software is designed to adapt to clients’ changing life circumstances, objectives, priorities, and risk tolerances.

“Through this collaboration, Conquest and Raymond James will provide more investors across Canada with personalized, expert guidance to help them achieve financial success,” commented Brad Joudrie, Chief Revenue Officer at Conquest.

“Our shared commitment to empowering consumers ensures Canadians are better equipped to navigate life’s uncertainties with confidence and reach their financial aspirations,” he added.

Born in Manitoba in 2018, Canadian collaborations from Conquest include Wealthsimple as well as CapIntel.

Raymond James was established in 1962.