CI Wealth Partners with Conquest Planning to Enhance Financial Advisory Services
CI WEALTH, the Canadian Wealth Unit of CI Financial, has announced an exciting partnership with Conquest Planning, a provider of AI-driven financial planning software aimed at revolutionizing advisory services.
Empowering Advisors with Personalized Financial Tools
This collaboration focuses on equipping financial advisors within the CI network, including Assante Wealth Management, CI Private Wealth, and Aligned Capital Partners, with advanced tools designed to deliver personalized financial advice to clients.
AI-Driven Financial Planning
At the heart of this partnership lies Conquest’s Strategic Advice Manager (SAM), an innovative AI solution that creates financial plans which evolve in response to changing customer needs. This dynamic approach empowers advisors to model various financial scenarios, enhancing clients’ understanding of the potential outcomes associated with different strategies.
Optimizing Client Engagement
SAM’s capability to balance immediate financial needs with long-term goals allows advisors to give optimized advice while enhancing overall customer engagement. By focusing on both current priorities and future aspirations, advisors can facilitate more meaningful conversations and planning sessions.
Commitment to Personalized Financial Plans
Chris Enright, CI Financial Wealth Co-Eth and Executive Vice-President, highlighted the significance of this partnership, stating, “Our collaboration with Conquest reaffirms our commitment to equipping our advisors with powerful tools that provide personalized, dynamic plans aimed at generating significant results for each client.”
Immediate Access for Assante Advisors
Effective immediately, Assante Advisors will gain access to the Conquest platform, which includes advisor-led tools for presenting tailored financial plans and solutions catered to individual client needs. CI Wealth plans to extend the deployment of Conquest’s innovative solutions across its entire network in the foreseeable future.
New Features Enhancing Financial Planning
Recently updated, the Conquest platform now offers enhanced functionalities designed to improve the quality of financial plans and provide advisors with deeper insights. Notable features such as SAM Insights and the “Ask Sam” functionality facilitate proactive recommendations and grant easy access to comprehensive financial reports.
Transforming the Future of Wealth Management
Dr. Mark Evans, CEO of Conquest Planning, remarked on the importance of this partnership, stating, “Collaborating with advanced firms enables us to turn our vision into reality. By combining human expertise with our intuitive technology, we can offer clients the personalized advice they need while empowering advisors to deliver impactful wealth management strategies.”
In a notable trend within the financial sector, RBC also partnered with Conquest Planning in 2023 to enhance digital financial planning capabilities, showcasing the growing reliance on technology to provide superior advisory services.