Conquest Planning has forged a new strategic partnership with a fellow Canadian financial institution.
The Winnipeg-based fintech this week unveiled a collaboration with CI Wealth, the Canadian wealth management division of CI Financial.
“At CI, we are committed to helping our clients grow and protect their wealth with confidence,” says Chris Enright, Executive Vice-President and Co-Head of Wealth for CI Financial. “Our partnership with Conquest affirms this commitment.”
Through the pair’s partnership, advisors at CI will gain access to Conquest’s artificially intelligent financial planning platform.
This means “equipping our advisors with powerful tools to deliver custom, dynamic plans designed to support meaningful outcomes for every client,” Enright says.
“By combining human expertise with Conquest’s AI-powered insights, our advisors can deliver curated plans that adapt in real time to each client’s unique situation, preferences and goals,” he stated.
Conquest’s Strategic Advice Manager, or SAM, leverages AI to enhance personalized financial plans that evolve with clients’ needs in real time.
For example, SAM can help advisors model various financial scenarios, presenting clients with potential outcomes of different strategies for more informed decision-making, according to a statement from the company. And, crunching complex calculations and considering multiple factors, SAM can suggest optimized strategies that balance immediate needs with long-term objectives.
“Leveraging emerging technologies is key to addressing client needs and delivering results,” believes Sean Etherington, Executive Vice-President and Co-Head of Wealth for CI Financial. “Our partnership with Conquest will bolster the group’s capabilities and deepen Assante’s ability to deliver effective wealth planning solutions to our clients.”
Etherington says that, over time, CI Wealth will expand the adoption of Conquest’s solutions across its network, helping enhance efficiency and accuracy while enabling hundreds of advisors across Canada to deliver personalized and impactful guidance to families and business owners.
The collab is a part of Conquest’s “long envisioned future” wherein “financial advice is personalized and accessible,” according to Dr. Mark Evans, chief executive officer of Conquest.
“Partnering with industry-leading firms like CI helps us turn this vision into reality,” he explains. “By blending human expertise with our intuitive technology, we’re able to offer clients the personalized guidance they need, while empowering advisors to deliver more impactful, efficient wealth management strategies.”
Established in 2018, Conquest Planning was recently spotlighted by the CIX Startup Awards, which builds on recognition from the World Economic Forum’s Prospering in Longevity Challenge, in addition to a slew of other accolades throughout 2024: Placing 27th on Deloitte Canada’s Technology Fast 50 list, ranking among Globe and Mail’s Top Growing Companies, and returning to CB Insights’ Fintech 100.
CI Financial was founded in 1965.
Leave a Reply