[ad_1]
SAM makes use of a proprietary algorithm to investigate client-specific knowledge and advocate ranked, prioritized methods tailor-made to particular person monetary conditions.
Designed for interactive use, SAM supplies clear, easy-to-understand suggestions displaying the potential impression of every monetary resolution on purchasers’ targets and total plans.
André Langlois, senior vice-president, Unbiased Community, Gross sales, and Distribution at Desjardins Monetary Safety, highlighted the advantages of the partnership: “As considered one of Canada’s leaders in unbiased distribution, we attempt to supply value-added providers to advisors by providing highly effective instruments that empower them to behave in the most effective curiosity of their purchasers. Conquest’s client-driven answer is poised to assist our advisors foster collaborative shopper relationships. Its interactive options allow the tip shopper to interact with their funds in a significant approach 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 permits advisors to supply ‘good’ recommendation on to purchasers by simplifying the consumer 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 imagine that every one people want to higher perceive their monetary lives.
[ad_2]
