Conquest Planning Inc.
@conquestplanning.com
Financial advice delivery – reimagined. Modernizing how financial institutions deliver advice across all their customer segments. Simplifying the complexities of financial planning without sacrificing holistic planning needs, from personal to corporate and beyond.
Conquest Planning Inc.'s Company Logos
Conquest Planning Inc.'s Brand Colors
Hex Code
Color name
RGB
HSL
CMYK
#279CF8
Dodger Blue
39, 156, 248
206, 94, 56
84, 37, 0, 3
#FDFDFD
White
253, 253, 253
0, 0, 99
0, 0, 0, 1
#20285D
Cloud Burst
32, 40, 93
232, 49, 25
66, 57, 0, 64
About Conquest Planning Inc.
Conquest Planning Inc. They simplify the complexities of financial planning without compromising on holistic planning needs, whether for personal or corporate purposes. Through their planning engine, Conquest enables financial institutions to deliver meaningful financial advice faster and more accurately.
Leveraging their Strategic Advice Manager (SAM), Conquest brings together human connection and the power of technology to suggest the next best financial decisions. They offer real-time digital client collaboration, stress testing of financial plans, and implementation of strategies that address client concerns. With live monitoring of client progress and automated plan recommendations, Conquest provides powerful analytics to make meeting customer needs easier.
Their customer-centric design equips advisors and employees with innovative collaborative planning tools, leading to higher engagement for both advisors and clients. Conquest is transforming the advisor experience with their technology that seamlessly connects to existing tech stacks, ensuring a smooth transition. Experience the future of financial advice with Conquest Planning Inc
Company type
Privately Held
Year founded
2018
Company size
51-200 employees
Related Brands
Tags
Financial planning software
Wealth management technology
Auditable AI recommendations
Open API for fintech integration
Digital client co-planning
