SAM makes use of a proprietary algorithm to research client-specific information and advocate ranked, prioritized methods tailor-made to particular person monetary conditions.
Designed for interactive use, SAM offers clear, easy-to-understand suggestions displaying the potential influence of every monetary choice on purchasers’ targets and general plans.
André Langlois, senior vice-president, Unbiased Community, Gross sales, and Distribution at Desjardins Monetary Safety, highlighted the advantages of the partnership: “As one in every of Canada’s leaders in impartial distribution, we try to supply value-added providers to advisors by providing highly effective instruments that empower them to behave in the very best curiosity of their purchasers. Conquest’s client-driven resolution is poised to assist our advisors foster collaborative shopper relationships. Its interactive options allow the top shopper to interact with their funds in a significant means and see progress to their plan in actual time.”
Conquest’s platform is designed to adapt to purchasers’ evolving life circumstances, targets, priorities, and danger tolerances. It allows advisors to supply ‘sensible’ recommendation on to purchasers by simplifying the person interface and incorporating in-context monetary literacy info.
Brad Joudrie, chief income officer at Conquest, expressed “Bettering the monetary wellbeing of retail buyers and high-net-worth households alike is Conquest’s raison d’être. We consider that every one people want to raised perceive their monetary lives.
