By using this platform, Manulife Wealth enables advisors to stress test financial plans and explore strategies that address client concerns, aiming to improve both client and advisor interactions.
Conquest’s SAM, powered by artificial intelligence (AI), allows Manulife Wealth advisors to adjust workflows and provide services aligned with clients’ goals. Plans created with SAM can be adapted to clients’ changing circumstances, objectives, and risk tolerances.
Richard McIntyre, president, and CEO of Manulife Wealth, said, “Conquest’s SAM brings additional focus on personalization and a client-centred delivery to our advisor technology, helping Manulife Wealth meet the evolving needs and expectations of our valued advisors and clients.”
This development is one of several aimed at equipping advisors with tools to assist clients during the financial planning process.
Advisors at Manulife Wealth provide guidance in goal setting, net worth and cash flow planning, investment management, retirement planning, tax planning, insurance, estate planning, philanthropy, and more.