Global fintech innovator Conquest Planning has introduced a dedicated Model Context Protocol (MCP) connector linking its verifiable artificial intelligence financial advice engine directly into Claude for Financial Advisors, Anthropic’s specialized environment for wealth management practitioners.
With the technical integration between Conquest’s framework based on a unique set of calculations (with Strategic Advice Manager® as its core feature) and the conversational AI technology from Claude, the combined product will provide the ability for wealth professionals, broker-dealers, and RIA to create client plans and implement financial strategies without leaving their workplace.
Bridging Conversational Intelligence with Deterministic Calculation Engines
While the use of generative AI becomes increasingly widespread within wealth management, financial institutions encounter the same challenge: the LLMs used in the conversation process are inherently probabilistic in nature. Even though such systems are excellent at summarizing text and creating client communications, it is impossible to expect them to deal with complex and regulated tax and cash flow calculations independently.
In order for AI output not to be prone to calculation errors and have no way of tracking audit trails according to regional legislation including SEC/FINRA legislation in the US, CRM2/CRM3 in Canada, and FCA in the UK there needs to be strict calculation guardrails in place.
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This is where the Conquest connector comes into play, passing the underlying math to SAM. While Claude takes care of conversations and meeting summary, SAM serves as an expert system and a calculation engine under the hood. Every recommendation, strategy suggestion, retirement projection and cash flow simulation is calculated and evaluated in accordance with statutory rules.
Key operational capabilities and technical features delivered through the integration include:
Automated Meeting Preparation: Enables advisors to pull holistic client dossiers, review overall progress via the SAM Score, and synthesize household milestone pacing in seconds ahead of client reviews.
In-Workflow File Generation: Prepares comprehensive first-draft financial roadmaps mapped directly to client risk profiles, tax considerations, and life goals through natural language commands.
Real-Time Strategy Modeling: Analyzes scenario adjustments during live client consultations. When an advisor models early retirement or updated spending, SAM recalculates the entire trajectory and updates the plan instantly.
Frictionless MCP Architecture: Connects through Anthropic’s Model Context Protocol, allowing wealth management firms to integrate Conquest‘s headless architecture into customized front-office portals, mobile apps, or enterprise white-label solutions.
Enterprise Security & Data Sovereignty: Supported by Conquest’s ISO/IEC 42001-certified AI management system, featuring dedicated regional cloud hosting across the United States, Canada, and the United Kingdom.
“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.”
Immediate Availability and Ecosystem Distribution
The Conquest MCP connector is available immediately within Anthropic’s official connector directory. Wealth management organizations and financial advisory practices can deploy the connector directly to equip advisory teams with verified calculation models, minimize administrative friction, and scale personalized financial guidance across their customer base.
