Sun Life enters into a wealthtech partnership with Conquest Planning

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    By accessing the same platform, all of the company’s customers and consultants have a consistent and seamless digital experience. In addition, Sun Life consultants, financial services and retirement consultants will be given more time to provide valuable holistic advice.

    “This new tool will enable us to respond proactively and faster than ever to our customers’ changing needs while offering the unmatched expertise of our people and consultants,” said Véronique Dorval, senior vice president, Client Experience Office, Sun Life . “Conquest’s digital tool will help us stay connected with our clients across all of our wealth and insurance offerings so that we can develop a comprehensive profile that suits their individual needs.”

    With artificial intelligence and real-time collaboration capabilities, Conquest’s digital application helps customers set, track, and continuously adjust personalized goals, providing dynamic strategy recommendations to support the goals they define.

    Both individual customers and members of group retirement plans at Sun Life have access to a visual dashboard – including calculators and sandbox scenarios – to weigh various life events and various adjustments to their long-term plan.

    “At Conquest Planning we believe in the One Plan concept. Every Canadian has unique desires and our application has scaled to offer a hyper-personalized plan based on the ever-changing needs of each individual, ”said Brad Joudrie, chief revenue officer, Conquest Planning. “Partnering with Sun Life ensures that all customers have a financial plan which is an exciting endeavor to enable more Canadians to achieve financial well-being.”

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