Conquest integrates AI financial advice engine with Claude

Conquest, a Winnipeg-based FinTech specialising in verifiable AI-powered financial advice, has launched a connector integrating its planning technology with Claude for Financial Advisors, Anthropic’s offering for wealth management professionals. The integration uses the Model Context Protocol (MCP) to let financial advisors access Conquest’s planning capabilities directly through Claude, without switching between applications. Advisors can use natural language prompts to retrieve client plan details, summarise financial data, assess progress towards goals such as retirement and run projections. The connector can also identify opportunities to adjust strategies when a client’s circumstances change and generate draft financial plans based on individual goals, priorities and risk tolerance. The technology is powered by Strategic Advice Manager (SAM), Conquest’s deterministic calculation engine and proprietary AI expert system.

First reported by FinTech Global. This page is a short excerpt; the full text is theirs.