Conquest Planning and Desjardins Financial Security Investments Bring Intuitive Financial Planning Software to Nearly 1,400 Advisors Across Canada
Conquest’s AI-powered solution enables advisors to deepen client relationships with the delivery of hyper-personalized advice
WINNIPEG, Manitoba–(BUSINESS WIRE)–#AI—Conquest Planning Inc. (“Conquest”), a technology platform modernizing financial planning with customized and convenient advice, today announced a partnership with Desjardins Financial Security Investments, a leading mutual fund dealer in Canada. Through this collaboration, Conquest’s intuitively designed financial planning platform has become available to nearly 1,400 independent advisors affiliated with the Desjardins Financial Security Independent Network (DFSIN), Desjardins Financial Security Investments (DFSI) and SFL Wealth Management distribution networks across Canada.
With access to Conquest’s artificial intelligence (AI)-powered platform, advisors can leverage its strategic advice manager (SAM) to help their clients easily understand the impact of decisions on their holistic financial plans. SAM’s proprietary algorithm uses clients’ specific plan data to suggest a variety of ranked and prioritized strategies specific to their financial situations. Designed to make the financial planning process more interactive, SAM offers easy-to-understand recommendations that outline the impact a decision could have on each goal and the overall financial plan.
“As one of Canada’s leaders in independent distribution, we strive to provide value-added services to advisors by offering powerful tools that empower them to act in the best interest of their clients,” said André Langlois, Senior Vice-President, Independent Network, Sales and Distribution at Desjardins Financial Security. “Conquest’s client-driven solution is poised to help our advisors foster collaborative client relationships. Its interactive features enable the end client to engage with their finances in a meaningful way and see progress to their plan in real time.”
In addition to tailored plan recommendations, Conquest’s software is built to evolve in line with clients’ changing life circumstances, objectives, priorities and risk tolerances. Using Conquest, advisors can provide ‘smart’ advice directly to clients by simplifying the interface and embedding in-context financial literacy information.
“Improving the financial wellbeing of retail investors and high-net-worth families alike is Conquest’s raison d’être,” added Brad Joudrie, chief revenue officer at Conquest. “We believe that all individuals need to better understand their financial lives. And through partnerships with organizations like Desjardins that share a similar mindset and values, we’re able to empower consumers to achieve their financial goals, while confidently navigating life’s twists and turns.”
For more information about Conquest’s intuitive and innovative financial planning software solution, please visit conquestplanning.com.
About Desjardins Group
Desjardins Group is the largest cooperative financial group in North America and the fifth largest in the world, with assets of $422.9 billion as at December 31, 2023. It has been named one of Canada’s Best Employers by Forbes magazine and by Mediacorp. To meet the diverse needs of its members and clients, Desjardins offers a full range of products and services to individuals and businesses through its extensive distribution network, its online platforms, and its subsidiaries across Canada. Ranked among the world’s strongest banks according to The Banker magazine, Desjardins has one of the highest capital ratios and one of the highest credit ratings in the industry.
About Conquest Planning
Conquest Planning is Canada’s leading financial planning software company with a purpose-driven approach to delivering financial advice. The product-led company is built on the foundational belief that every single person deserves access to great financial advice. Users of Conquest Planning leverage its intuitively designed product, simple onboarding process, and data-driven artificial intelligence to accelerate the delivery of beautifully designed, hyper-personalized financial plans. Established in 2018, Conquest Planning was founded by a team of financial technology veterans whose track record of success spans over 30 years in the financial planning software space. For more information, follow Conquest on Twitter, LinkedIn and Facebook.
Contacts
Media Contacts:
For Desjardins:
Desjardins Group Public Relations
514-281-7000, ext. 5553436
[email protected]
For Conquest:
StreetCred PR
[email protected]
Will Ruben
847-208-8289
[email protected]
Meaghan McNichol
412-720-3777
[email protected]
