Connectivity enables advisors to check client goal progress, create and edit plans, and apply strategies surfaced as planning opportunities, backed by Conquest’s deterministic calculations

WINNIPEG, Manitoba: Conquest, a global fintech company delivering a verifiable AI financial advice engine for continuous advice at scale, today announced it is bringing a new connector to Claude for Financial Advisors, Anthropic’s offering for wealth management professionals. Through the Model Context Protocol (MCP) connector, Conquest enables financial advisors to access its financial intelligence directly within Claude, helping to streamline workflows and deliver more personalized, actionable advice.

New research from Financial Planning and Conquest reveals that 72% of firms are pursuing intelligent automation and AI initiatives to improve advisor productivity[1]. Now, with this connector, instead of going to multiple apps, advisors can access live financial intelligence right within Claude.

Results are powered by Conquest’s Strategic Advice Manager® (SAM), a deterministic calculation engine and proprietary AI expert system, which users can interact with through conversations with Claude. Advisors get explainable, repeatable calculations in real-time. SAM ranks, prioritizes and verifies each strategy against best practices and jurisdictional compliance across multiple regulatory frameworks, including CRM2/CRM3 (Canada), Best Interest and DOL Fiduciary standards (U.S.), and FCA Targeted Support (UK).

By connecting Claude with Conquest’s planning engine, SAM, advisors can apply their expert judgment and confidently act on the recommendations SAM surfaces with full audit trails. Natural language makes it easy for any advisor to interact with Claude with prompts to:

• Access client financial information: Pull client-specific plan details, summaries and financial data into the conversation
• Check goal progress: Assess progress toward clients’ financial goals and surface recommendations. For example, an advisor can ask whether a client is on track for retirement, and Conquest’s engine runs projections
• Identify planning opportunities: Surface opportunities to adjust strategies as clients’ life circumstances change
• Create new client files: Prepare for meetings in minutes with the first draft of a plan contextualized to client goals, priorities and risk tolerance. Update plans and apply strategies during client conversations.

“Advisors are increasingly using AI to enhance the client experience, but the underlying data has to be accurate,” said Rob Crnkovic, Chief Revenue Officer of Conquest. “Conquest was built to show up wherever advisors and their clients already are, rather than asking them to log into yet another system. Connecting Conquest data with Claude will empower advisors to respond to clients in real time, and every projection can be verified. That’s why Conquest is at the forefront in democratizing quality financial advice.”

The connector is designed to reduce time spent navigating siloed systems, enabling advisors to spend more time with their clients. Conquest built its engine to be independent of any single user interface, so that design made Conquest the first financial advice engine to offer an MCP server. Firms can embed the verifiable advice engine into advisor, client, AI and white-label experiences. Connectivity with Claude builds upon Conquest’s open architecture, two-way application programming interfaces (APIs) and expanded developer documentation as part of a broader effort to extend the engine to more platforms and partners. Conquest recently achieved ISO/IEC 42001 certification for its AI management system, and its regional hosting in the U.S., Canada and the U.K. gives firms control over where their data resides.

The MCP connector is available now in Anthropic’s connector directory. To learn more about the connector and Conquest's verifiable AI financial advice engine, visit conquestplanning.com.

About Conquest

Established in 2018, Conquest is the market-leading technology company behind Strategic Advice Manager® (SAM), a verifiable AI financial advice engine built to power personalized, continuous financial guidance at scale. Today, the company supports more than 75% of financial advisors across Canada, while SAM has powered millions of financial plans globally. Its technology enables financial institutions, banks and advisors to deliver expert guidance across the full wealth spectrum, from mass-market clients to ultra-high-net-worth individuals. At its core is a mission to make quality financial guidance accessible to all.

Conquest was founded by a team of financial technology veterans with a track record spanning more than 30 years in the financial planning software space. Its strategic investors include Goldman Sachs Alternatives, 7RIDGE, Canapi Ventures, Citi Ventures, BDC Capital, TIAA Ventures, USAA, BNY, Portage and Royal Bank of Canada. For more information, follow Conquest on LinkedIn and YouTube.

[1] Source: Financial Planning, “Trust is the Crux of Intelligent Automation Advancement,” June 16 to 24, 2026, n= 125 qualified wealth management professionals

Fonte: Business Wire