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Conquest Planning
Founded in 2018, Conquest Planning offers financial planning software to financial institutions.
Their core product, SAM, uses AI to suggest personalized financial advice. The software aims to streamline planning for both advisors and clients. Conquest Planning emphasizes the combination of human expertise and technology, claiming to serve a diverse client base.
| Name of company | Conquest Planning |
| Primary customer base | Financial Institutions |
| Headquarters of Business | 800-330 Saint Mary Avenue Winnipeg, Manitoba R3C 3Z5 Canada |
| Region | Canada |
| Website | conquestplanning.com |
| Contact information | info@conquestplanning.com |
| Company Representative | Mark Evans |
| CEO's LinkedIn Page | Mark Evans LinkedIn |
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