SAM’s proprietary algorithm uses client-specific data to propose and rank strategies tailored to each financial situation, offering clear recommendations that illustrate the impact of each decision on individual goals and the overall financial plan.
Jennifer Hodgson, senior vice president and head of Wealth Solutions at Raymond James Ltd., emphasized that helping Canadian investors achieve financial goals is central to the firm’s client-centric approach.
Hodgson also stated that Raymond James’ Service 1stSM philosophy drives the long-term success of both clients and advisors. Hodgson believes that Conquest’s tools will enable deeper client engagement and support tracking progress towards financial goals.
Conquest’s adaptable software is designed to adjust to clients’ changing circumstances, priorities, and risk tolerances. Advisors can provide ‘smart’ advice to clients through an intuitive interface that includes embedded financial literacy information.
Brad Joudrie, chief revenue officer at Conquest, noted that the partnership will provide Canadian investors with personalized guidance, helping them navigate financial uncertainties and achieve their aspirations.