SAM’s proprietary algorithm makes use of client-specific knowledge to suggest and rank methods tailor-made to every monetary scenario, providing clear suggestions that illustrate the impression of every determination on particular person objectives and the general monetary plan.
Jennifer Hodgson, senior vp and head of Wealth Options at Raymond James Ltd., emphasised that serving to Canadian buyers obtain monetary objectives is central to the agency’s client-centric strategy.
Hodgson additionally said that Raymond James’ Service 1stSM philosophy drives the long-term success of each shoppers and advisors. Hodgson believes that Conquest’s instruments will allow deeper consumer engagement and help monitoring progress in the direction of monetary objectives.
Conquest’s adaptable software program is designed to regulate to shoppers’ altering circumstances, priorities, and threat tolerances. Advisors can present ‘good’ recommendation to shoppers by way of an intuitive interface that features embedded monetary literacy data.
Brad Joudrie, chief income officer at Conquest, famous that the partnership will present Canadian buyers with personalised steering, serving to them navigate monetary uncertainties and obtain their aspirations.