Manulife Wealth Teams Up with Conquest for Better Advisor Tools
Manulife Wealth has made significant enhancements to its services for financial advisors by partnering with Conquest Planning Inc., an innovative technology platform that's shaking up the financial planning landscape. This collaboration gives more than 1,000 advisors within the Manulife Wealth network access to Conquest’s advanced Strategic Advice Manager (SAM) and customized financial planning tools. With this integration, advisors nationwide can optimize their financial planning processes, providing more personalized service to their clients.
Making Financial Planning More Personal
Dr. Mark Evans, CEO of Conquest, discussed how these new tools are crafted to aid financial decision-making for clients at every stage of life. "We built Conquest to empower users to suggest potential financial decisions in various planning areas, which simplifies the process for advisors aiming to provide custom advice," Dr. Evans explained. Thanks to these innovations, advisors can stress-test financial plans and discover personalized strategies that effectively cater to client requirements.
The SAM technology boosts efficiency, allowing advisors to concentrate more on engaging with clients instead of being bogged down by administrative duties. Utilizing artificial intelligence, the platform delivers insights that help advisors make sense of financial data tailored to each unique client situation. By untangling the complexities of financial planning, the SAM empowers advisors to create flexible, customized plans that adapt to the changing circumstances and goals of their clients.
Enhancing the Advisor and Client Journey
Richard McIntyre, President and CEO of Manulife Wealth, shared his enthusiasm about the SAM's integration. "Highlighting personalization and putting client-centered service first ensures our advisors are well-prepared to address the evolving needs of our clientele," McIntyre noted. This initiative reflects Manulife Wealth's dedication to improving the advisory experience with cutting-edge tools designed to strengthen client-advisor connections.
Complete Financial Planning Services Offered
Clients benefit from a wide variety of services through Manulife Wealth advisors, including goal setting, cash flow planning, investment management, and estate planning. By utilizing Conquest’s SAM, these advisors can provide well-informed and strategically sound financial decisions, ultimately enhancing the trust that is crucial for building strong client relationships.
Additionally, the SAM not only aids advisors in crafting tailored financial plans but also emphasizes the importance of strong, collaborative relationships between clients and advisors. By fostering these connections, both sides can navigate the financial landscape more effectively together.
Innovations in Financial Technology
Conquest Planning has established itself as the top financial planning software provider in Canada. The company is committed to delivering exceptional financial advice through technological advancements. Built on the principle that everyone deserves access to quality financial guidance, Conquest is focused on continuously innovating and refining its offerings.
Founded in 2018, Conquest Planning has made it its mission to democratize financial planning, ensuring its tools are both accessible and effective for all users. By leveraging intuitive design and data-driven AI, Conquest empowers advisors to create highly customized financial plans that truly resonate with their clients' individual needs.
About Manulife Investment Management
Part of the global wealth and asset management division of Manulife Financial Corporation, Manulife Investment Management is dedicated to enhancing the financial well-being of investors. With a presence that reaches over 19 million individuals, institutions, and retirement plan participants, the firm aims to provide access to a broad range of public and private investment options. These options cover various strategies across equities, fixed income, and alternative investments, ensuring clients can make informed financial choices that align with their investment objectives.
Frequently Asked Questions
What is the aim of the partnership between Manulife Wealth and Conquest?
The partnership is focused on delivering improved financial planning tools that help advisors offer personalized and effective advice to their clients.
How does the Strategic Advice Manager (SAM) assist financial advisors?
SAM enhances financial planning workflows, boosts productivity, and aids advisors in creating personalized advice by delivering critical insights tailored to each client's individual needs.
Who is eligible to use Conquest’s financial planning tools?
Conquest’s planning tools are tailored for use by financial advisors across Canada, enabling them to assist clients from all backgrounds in their financial decision-making.
When did Conquest Planning start?
Conquest Planning was founded in 2018 by a team of experienced professionals in financial technology.
What specific services do Manulife Wealth advisors offer?
Manulife Wealth advisors provide a range of services including goal setting, retirement planning, investment management, and estate planning, all customized to meet the diverse financial needs of clients.
