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Conquest Brings its Verifiable AI Financial Advice Engine into Anthropic’s Claude for Financial Advisors

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Conquest Brings its Verifiable AI Financial Advice Engine into Anthropic’s Claude for Financial Advisors

Conquest, a global fintech company delivering a verifiable AI financial advice engine for continuous advice at scale, announced it is bringing a new connector to Claude for Financial Advisors, Anthropic’s offering for wealth management professionals. Through the Model Context Protocol (MCP) connector, Conquest enables financial advisors to access its financial intelligence directly within Claude, helping to streamline workflows and deliver more personalized, actionable advice.

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New research from Financial Planning and Conquest reveals that 72% of firms are pursuing intelligent automation and AI initiatives to improve advisor productivity[1]. Now, with this connector, instead of going to multiple apps, advisors can access live financial intelligence right within Claude.

Results are powered by Conquest’s Strategic Advice Manager® (SAM), a deterministic calculation engine and proprietary AI expert system, which users can interact with through conversations with Claude. Advisors get explainable, repeatable calculations in real-time. SAM ranks, prioritizes and verifies each strategy against best practices and jurisdictional compliance across multiple regulatory frameworks, including CRM2/CRM3 (Canada), Best Interest and DOL Fiduciary standards (U.S.), and FCA Targeted Support (UK).

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:

“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 .


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