Conquest Planning Inc.

At Conquest, we believe everyone deserves access to great financial advice. Whether you’re buying a home, taking a vacation, or planning for retirement, advice should always be available to you when, where, and how you want it. That’s why we’ve built an engine that can deliver advice at scale across all your customer segments using digital, hybrid, and traditional advice delivery. Allowing anyone, from the tech-savvy do-it-yourself individual to those who prefer one-on-one assistance, to receive world-class financial advice. Amplify customer value with modern advice delivery, powered by Conquest. #financialplanning #financialadvice #planningsoftware #fintech #wealthtech #ConquestPlanning

We’re happy to share that Conquest won the Tech Company of the Year award, presented by RBCx, at last night's Manitoba Technology Awards, hosted by Tech Thursday. 🎉 We’re honoured to receive this recognition for the impact our team is making within the fintech industry! #ConquestPlanning #MbTechWeek #ManitobaTech #Fintech #TechThursday

The Conquest team will be attending our second T3 Technology Tools for Today conference in Dallas from March 3rd to 6th! If you’ll also be in attendance, be sure to connect with Ken, Brad, Sean, and Sal and stop by our booth to pick up some Conquest swag and learn more about our financial planning platform. Ken Lotocki Brad Frey Sean M. Daly, CFA Sal Bianco #T32025 #ConquestPlanning

Giving your clients peace of mind as they approach retirement is a gift that can't be measured. Garrett Thiessen- CFP, CLU of Granville West Group and Manulife Wealth shares how Conquest has helped his clients feel more prepared and confident with their finances as they near retirement. #AdvisorSpotlight #FinancialPlanning #ConquestPlanning

The Conquest team will be attending our second T3 Technology Tools for Today conference in Dallas from March 3rd to 6th! If you’ll also be in attendance, be sure to connect with Ken, Brad, Sean, and Sal and stop by our booth to pick up some Conquest swag and learn more about our financial planning platform. Ken Lotocki Brad Frey Sean M. Daly, CFA Sal Bianco #T32025 #ConquestPlanning

Our Conquest UK team is looking for a Product Solutions Analyst - UK! In this role, you will support our pre-sales and adoption efforts while serving as a liaison to our Sales team, helping drive revenue and aligning product capabilities with the unique needs of our clients and prospects. If you’re detail-oriented, passionate about understanding how customers engage with new solutions, and excited to contribute to future product innovations, we’d love to have you on our team. For next steps and how to apply, please visit our career page linked in the comments. #Hiring #JobOpening #JobSearch #ProductSupport #CustomerService #remotejob #ConquestPlanning

Our agile platform—updated monthly with user-requested features—is a point of pride for our team as we deliver a best-in-class financial planning solution. Nancy Fong of NYF Wealth Management shares some of her favourite Conquest features below. #AdvisorSpotlight #ConquestPlanning #FinancialPlanning #WealthManagement #FinancialPlanningSoftware

According to a study from Hearts & Wallets, 45 percent of American household’s rate proactivity, a wealth managers ability to anticipate their clients’ needs ahead of time, as highly important. However, only 32 percent of customers surveyed reported high satisfaction in this area. In this InvestmentNews article, Gregg Greenberg - featuring insights from our VP of Strategic Product Solutions, Tom Burmeister – discusses the growing demand for proactivity among clients and why wealth managers must anticipate clients’ needs to better support their financial plans (article link in the comments).   #WealthManagement #FinancialPlanning

Our US team is growing! ↗️ We’re looking for a Product Support Analyst – US to join our dynamic team. In this role you will be the point of contact for users of the Conquest Planning tool and will assist and support our users with any technical questions or issues they might have. If you’re technically minded, have exceptional communication skills, and are a natural problem-solver, then you would be a great fit for this role at Conquest. Apply below via the job posting in the comments. #Hiring #JobOpening #JobSearch #ProductSupport #CustomerSupport #remotejob #ConquestPlanning

Helping advisors have more engaging and insightful client meetings is a key focus of ours, as our platform is designed to improve the financial literacy of all those who use it. Garrett Thiessen- CFP, CLU of Granville West Group explains how Conquest has helped improve his productivity when meeting with his clients. Thank you to our partners at Manulife Wealth for their commitment to providing best-in-class technology to their advisors. #AdvisorSpotlight #ConquestPlanning #FinancialPlanning #WealthManagement #FinancialPlanningSoftware