SAM is the engine behind Conquest’s plans that creates hyper-personalized, adaptable financial plans that evolve with individuals’ or advisors' clients' needs in real-time.

SAM employs an expert engine rooted in AI to model various financial scenarios, helping advisors present clients with potential outcomes of different strategies, leading to more informed decision-making. By considering multiple factors and possible trade-offs, SAM suggests optimized strategies that balance immediate needs with long-term objectives. With SAM handling complex calculations and data analysis, advisors can focus on client interaction and strategic discussions, rather than getting bogged down in manual processes. By clearly explaining the rationale behind each recommendation, SAM’s AI fosters trust and transparency enhancing the client relationship.