Conquest, a global fintech company delivering a verifiable AI financial advice engine for continuous advice at scale, has announced it is bringing a new connector to Claude for Financial Advisors, Anthropic's offering for wealth management professionals. Through the Model Context Protocol connector, Conquest enables financial advisors to access its financial intelligence directly within Claude.
Conquest has launched an MCP connector bringing its financial advice engine into Claude for Financial Advisors.
Results are powered by Conquest's Strategic Advice Manager, a deterministic calculation engine and proprietary AI expert system.
SAM ranks, prioritizes and verifies each strategy against best practices and jurisdictional compliance across CRM2/CRM3, Best Interest and DOL Fiduciary standards, and FCA Targeted Support.
New research from Financial Planning and Conquest reveals 72% of firms are pursuing intelligent automation and AI initiatives to improve advisor productivity.
Conquest says it was the first financial advice engine to offer an MCP server, built to be independent of any single user interface.
The MCP connector is available now in Anthropic's connector directory.
"Advisors are increasingly using AI to enhance the client experience, but the underlying data has to be accurate," said Rob Crnkovic, Chief Revenue Officer of Conquest. "Conquest was built to show up wherever advisors and their clients already are, rather than asking them to log into yet another system. Connecting Conquest data with Claude will empower advisors to respond to clients in real time, and every projection can be verified. That's why Conquest is at the forefront in democratizing quality financial advice."
By connecting Claude with Conquest's planning engine, SAM, advisors can apply their expert judgment and confidently act on the recommendations SAM surfaces with full audit trails. Natural language makes it easy for any advisor to interact with Claude with prompts to:
Access client financial information: Pull client-specific plan details, summaries and financial data into the conversation.
Check goal progress: Assess progress toward clients' financial goals and surface recommendations. For example, an advisor can ask whether a client is on track for retirement, and Conquest's engine runs projections.
Identify planning opportunities: Surface opportunities to adjust strategies as clients' life circumstances change.
Create new client files: Prepare for meetings in minutes with the first draft of a plan contextualized to client goals, priorities and risk tolerance.
Conquest built its engine to be independent of any single user interface, so firms can embed the verifiable advice engine into advisor, client, AI and white-label experiences. Connectivity with Claude builds upon Conquest's open architecture, two-way APIs and expanded developer documentation. Conquest recently achieved ISO/IEC 42001 certification for its AI management system, and its regional hosting in the U.S., Canada and the U.K. gives firms control over where their data resides.
About Conquest
Established in 2018, Conquest is the market-leading technology company behind Strategic Advice Manager, a verifiable AI financial advice engine built to power personalized, continuous financial guidance at scale. Today, the company supports more than 75% of financial advisors across Canada, while SAM has powered millions of financial plans globally.
