Frequently asked questions regarding Conquest
Where is the client data stored?
Conquest Planning operates under a Software-as-a-Service (SaaS) model, with the software hosted on external servers (Amazon Web Services (AWS) in the UK) rather than on in-house servers.
Can clients directly edit their financial data on Conquest?
No, clients can view their financial plans but cannot directly edit the data. They can request updates through their wealth planner.
How often should financial plans be updated?
It is recommended to review and update financial plans annually or whenever there are significant life changes for the client.
How is client privacy protected on Conquest?
Conquest adheres to strict data privacy policies, encrypting data and ensuring compliance with regional and international standards.
What is SAM?
Conquest delivers a state-of-the-art, client-centric, and strategy-driven approach to solving client goals. SAM (Strategic Advice Manager) is a built-in intelligent assistant that proposes strategies based on the client’s specific circumstances and preferences. It leverages client demographics, data, sentiment, and best practices to recommend and display the next best financial decision.
For more information, refer to the SAM Knowledge Base Article
Is there a limit to the number of goals a client can set in Conquest?
There is no strict limit; goals can be tailored to cover various aspects of the client’s financial life.