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Known as Conquest Planning since its launch in 2018, the fintech company has unveiled a refreshed brand and visual identity, shortened its name from Conquest Planning to Conquest, and announced a pivot beyond financial planning to signal the broader role its financial advice engine plays.
The company's engine, Strategic Advice Manager, has evolved to include agentic capabilities announced earlier this year. SAM comprises a calculation engine and proprietary artificial intelligence expert system that work together to evaluate and rank financial strategies, model life events and respond to client questions.
"Financial advice was never meant to be static," said Brad Joudrie, chief executive officer of Conquest, in a prepared statement. "Clients' lives change constantly, and the advice they receive should be able to keep pace."
The engine can power AI-enabled advisor, client and white-label experiences, helping firms deliver financial guidance across any wealth segment, channel and surface, according to the company.

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