Through the use of this platform, Manulife Wealth permits advisors to emphasize check monetary plans and discover methods that tackle shopper considerations, aiming to enhance each shopper and advisor interactions.
Conquest’s SAM, powered by synthetic intelligence (AI), permits Manulife Wealth advisors to regulate workflows and supply providers aligned with purchasers’ objectives. Plans created with SAM may be tailored to purchasers’ altering circumstances, goals, and danger tolerances.
Richard McIntyre, president, and CEO of Manulife Wealth, mentioned, “Conquest’s SAM brings further focus on personalization and a client-centred supply to our advisor know-how, serving to Manulife Wealth meet the evolving wants and expectations of our valued advisors and purchasers.”
This growth is considered one of a number of aimed toward equipping advisors with instruments to help purchasers in the course of the monetary planning course of.
Advisors at Manulife Wealth present steerage in objective setting, web price and money move planning, funding administration, retirement planning, tax planning, insurance coverage, property planning, philanthropy, and extra.
