Manulife Wealth Partners with Conquest for Advanced Advisor Tools
Manulife Wealth Partners with Conquest for Enhanced Advisor Tools
Manulife Wealth has significantly upgraded its offerings for financial advisors by collaborating with Conquest Planning Inc., a cutting-edge technology platform that revolutionizes financial planning. This partnership enables over 1,000 advisors in the Manulife Wealth network to access Conquest’s state-of-the-art strategic advice manager (SAM) and tailored financial planning tools. Through this integration, advisors across the country can streamline financial planning processes, ensuring they provide personalized service to their clientele.
Unlocking Personalized Financial Planning
Dr. Mark Evans, the CEO of Conquest, shared insights on how these new tools are designed to facilitate financial decision-making for clients at every life stage. "We’ve created Conquest to help users suggest potential financial decisions across various planning areas, making it easier for advisors to offer customized advice," Dr. Evans noted. With these advancements, advisors can stress test financial plans and discover tailored strategies that address client needs effectively.
The SAM technology enhances workflow efficiency, allowing advisors to focus more on client engagement and less on administrative tasks. The platform leverages artificial intelligence to provide advisors with insights that help interpret financial data in a way that is specific to each client's situation. By simplifying complexities in financial planning, the SAM empowers advisors to craft flexible, personalized plans that adapt to clients’ evolving circumstances and objectives.
Elevating Advisor and Client Experiences
Richard McIntyre, President and CEO of Manulife Wealth, expressed excitement about the integration of the SAM. "This technology spotlight on personalization and client-centered service keeps our advisors well-equipped to meet the changing needs of our clients," stated McIntyre. This initiative marks another step in Manulife Wealth's commitment to enhance the advisory experience with progressive tools aimed at fostering client-advisor relationships.
Comprehensive Financial Planning Services
The suite of services available to clients through Manulife Wealth advisors encompasses essential areas such as goal setting, cash flow planning, investment management, and estate planning, among others. By adopting Conquest’s SAM, these advisors can ensure that financial decisions are well-informed and strategically sound, ultimately bolstering the trust businesses must build with their clients.
Moreover, the SAM not only supports advisors in crafting individualized financial plans but also highlights the significance of collaborative relationships between clients and advisors. By nurturing these connections, both parties can better navigate the financial landscape together.
Advancements in Financial Technology
Conquest Planning has gained recognition as the leading financial planning software provider in Canada. The company is focused on delivering superior financial advice through technology. Conquest’s user-friendly platform has been built upon the principle that everyone deserves access to quality financial guidance. This belief drives Conquest to continuously innovate and improve its offerings.
Since its inception in 2018, Conquest Planning has aimed to democratize financial planning, ensuring that tools are accessible and effective for all users. By harnessing the power of intuitive design and data-driven AI, Conquest empowers advisors to produce highly customized financial plans that resonate with their clients' unique situations.
About Manulife Investment Management
As part of the global wealth and asset management branch of Manulife Financial Corporation, Manulife Investment Management is committed to improving investors' lives. With a reach extending to over 19 million individuals, institutions, and retirement plan participants, the firm’s goal is to provide access to a range of public and private investment options. These include various strategies across equities, fixed income, and alternative investments, thereby helping clients make informed financial decisions tailored to their investment goals.
Frequently Asked Questions
What is the purpose of the partnership between Manulife Wealth and Conquest?
The partnership aims to provide enhanced financial planning tools that help advisors deliver personalized and effective advice to their clients.
How does the Strategic Advice Manager (SAM) benefit financial advisors?
SAM streamlines financial planning processes, increases productivity, and helps advisors craft personalized advice by providing critical insights tailored to individual client needs.
Who can use Conquest’s financial planning tools?
Conquest’s planning tools are designed for use by financial advisors across Canada to assist clients from all walks of life in their financial decision-making.
When was Conquest Planning established?
Conquest Planning was founded in 2018 by a group of veterans in financial technology.
What specific services can Manulife Wealth advisors provide?
Manulife Wealth advisors offer services such as goal setting, retirement planning, investment management, and estate planning, tailored to meet clients' diverse financial needs.
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