Conquest Planning Achieves Milestone of Over 1 Million Plans Created

Conquest Planning Hits Major Milestone with Over 1 Million Plans

Conquest Planning Inc. celebrates a remarkable achievement, having successfully created more than one million financial plans. This notable milestone showcases the company’s dedication to making financial advice accessible and tailored for a wide array of consumers.

Expansion into New Markets

The organization's growth trajectory has accelerated with its expansion into the United Kingdom and the United States. This geographical diversification aims to bring its innovative financial planning technologies to a broader audience, ultimately transforming how individuals and professionals approach financial planning.

A Revolutionary Approach to Financial Advice

Founded in 2018 by Dr. Mark Evans, a seasoned professional in the financial technology sector, Conquest Planning offers an AI-powered platform that simplifies and enhances the financial advisory experience. The software is designed for various financial institutions, enabling them to serve clients ranging from everyday consumers to wealthy individuals.

Dr. Evans emphasizes that the platform was developed with the vision of bridging the technology gap within financial services, making it easier for advisors and their clients to access essential financial planning tools. His leadership has steered the company towards becoming a formidable force in financial technology, addressing the specific needs of its clients through advanced mechanisms.

Recognitions and Awards

Conquest Planning's advanced technology has not gone unnoticed. Most recently, the company was spotlighted for its innovative approach by being named among the winners in the Prospering in Longevity Challenge, awarded by Manulife and the World Economic Forum. This accolade underscores their commitment to enhancing the quality of life through better financial planning solutions.

Acknowledging Recent Achievements

Several significant recognitions mark Conquest's progress in 2024, such as:

• Securing the 51st position on the Globe and Mail’s Top Growing Companies List, indicating a striking 858 percent increase in revenue over the past three years.
• Ranked 27th on Deloitte Canada's Technology Fast 50 list.
• Being acknowledged as one of Wealth Professional's 5-Star Wealth Tech Providers in 2024.

These accolades reflect the company's dedication to innovation and its pivotal role in shaping the future of financial services.

Enhancing Client Experience

Conquest Planning is revolutionizing how financial advisors interact with clients. By employing advanced calculations through its proprietary Strategic Advice Manager (SAM), the platform empowers users to evaluate potential financial scenarios more effectively. This technology not only enhances service quality but also strengthens client trust by providing actionable insights tailored to individual goals.

The Future of Financial Planning

As the demographic landscape continues to evolve, Conquest Planning recognizes the necessity for adaptable financial solutions. The company aims to cater to a diverse clientele, from those accumulating wealth to individuals planning for retirement. Dr. Evans believes in the importance of dynamic financial plans that can evolve with clients throughout various life stages.

Aiming to solidify its position in the rapidly growing fintech market, Conquest Planning seeks strategic partnerships with established entities. Recent collaborations with institutions like Manulife Wealth and Raymond James highlight their intent to broaden their market presence and enhance the accessibility of their services.

As Conquest Planning continues to thrive, the firm remains committed to its mission of democratizing financial advice for all. With the right technology, they aspire to empower individuals and organizations alike to achieve their financial goals.

Frequently Asked Questions

What is Conquest Planning known for?

Conquest Planning is a technology platform that specializes in financial planning solutions, recently surpassing 1 million financial plans.

When was Conquest Planning founded?

Conquest Planning was founded in 2018 by Dr. Mark Evans.

What recognitions has Conquest Planning received?

The company has received numerous awards, including placements on Globe and Mail's Top Growing Companies List and Deloitte Canada’s Technology Fast 50 list.

How does Conquest Planning enhance client experience?

They utilize an AI-based platform that assists financial advisors in providing accurate and personalized financial planning advice.

In which markets is Conquest Planning expanding?

The company is expanding into the United Kingdom and the United States while continuing to grow its user base within Canada.

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