Learn how to use SAM (Strategic Advice Manager)
What is the Strategic Advice Manager (SAM)?
The Strategic Advice Manager (SAM) is a key feature of the Conquest Financial Planning application, designed to assist advisors and clients in creating and refining effective financial plans within the platform.
With its enhanced capabilities, SAM provides dynamic guidance throughout the entire application. It serves as a valuable onboarding tool for new users, delivering on-screen instructions and step-by-step support to navigate the planning process seamlessly.
Navigating to SAM
SAM Guidance is conveniently accessible on most pages of the application through an icon located in the bottom-right corner of the screen. By clicking the SAM icon, users can view a curated list of actionable suggestions, offering clarity on the next steps in their planning journey.
SAM's Utility
By clicking the Guidance button within SAM, you will access a list of learning topics tailored to the page you are currently viewing.
- Topics marked with a green badge indicate they have already been reviewed, while those displayed in grey signify topics you have yet to explore.
- To learn more, simply select a topic of interest from the list. A new window will open, providing a detailed tutorial relevant to your selection.
- Choose any topic from the list that interests you, and a new window will open with a tutorial specific to that topic. To progress through the entire tutorial, click the Show Me More button, and SAM will provide an interactive lesson by highlighting the relevant sections of the application step-by-step.
- If you wish to exit the tutorial at any time, simply click the Stop icon. This will close the tutorial and return you to the normal application interface, allowing you to resume your workflow without disruption.
This feature ensures that users can access targeted learning resources seamlessly within the application.
SAM Guidance Video Illustration
SAM Key Benefits
SAM in Conquest Financial Planning goes beyond guiding planners by leveraging AI to generate actionable ideas for savings and asset allocation.
These recommendations can be seamlessly integrated into a client’s financial plan, ensuring their financial resources are optimized for growth, risk management, and achieving long-term goals.
By tailoring strategies to the client’s personal profile, SAM enables wealth planners to deliver proactive, customized solutions that align with the client’s objectives and risk tolerance, fostering confidence in their financial future.
- Personalized Strategy: SAM generates tailored asset allocation and savings plans based on each client's unique financial situation, ensuring recommendations align with their personal profile and objectives.
- Dynamic Adjustments: SAM automatically adapts its recommendations as the client's financial situation evolves, providing real-time guidance that remains relevant and effective.
- Enhanced Goal Achievement: By aligning financial planning strategies with clear, measurable goals, SAM helps clients stay on track to achieve their long-term financial objectives with confidence.