In this 135th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews two members of senior leadership at Conquest Planning, Mark Evans, President and CEO, and Brad Joudrie, Chief Revenue Officer. Conquest planning is a next generation financial planning software that is bringing in various forms of modern technologies to planning that will help expedite and increase the accuracy and the effectiveness of financial planning. 

Episode Highlights: 

● 00:35 – Mark and Brad explain Conquest Planning. 

● 01:12 – How did Conquest Planning get started? 

● 05:20 – What were the gaps in the industry that they were looking to fill? 

● 16:14 – Why is the API infrastructure so important to customers? 

● 21:40 – What has been the response from the potential clients they have spoken to? 

● 24:24 – How have they made this easier and more efficient? 

● 30:34 – Advisors will be able to learn the nuances of various strategies while they use the service. 

● 35:18 – What would Mark Evans and Brad Joudrie change in the business or industry? 

● 39:47 – What have been the biggest challenges Mark Evans and Brad Joudrie has faced? 

● 45:07 – What keeps Mark Evans and Brad Joudrie excited each day about their work? 

3 Key Points 

1. Conquest Planning uses 50+ defined financial planning strategies and they can test them all in less than a second against the plan to see which works best and rank the impact. 

2. Having a strong API strategy helps with workflow and the power of data. 

3. Conquest Planning’s digital stories are like live reports with key performances indicators. 

Tweetable Quotes: 

● “Conquest Planning is coming to the market to really make financial planning more accessible to more Canadians. We feel like there is a huge gap in the industry today with the amount of people that have access to good and sound financial advice.” – Brad Joudrie 

● “It’s easier once you have done it to come back and go, ok, I know what I need to build and how I can improve it and I’m starting from scratch and I am not using technology from the 1990s. I’m using today’s technology.” – Mark Evans 

● “When something changes, you want to be able to react and see which new strategies might be applicable now that you have modified the plan, using a set of other strategies.” – Mark Evans 

Resources Mentioned: 

● Facebook – Jason Pereira’s Facebook 

● LinkedIn – Jason Pereira’s LinkedIn 

● FintechImpact.co – Website for Fintech Impact 

● JasonPereira.ca – Sign up for Jason Pereira’s newsletter 

● Linkedin – Hayden James

● conquestplanning.com – Website for Conquest Planning 

● Linkedin – Mark Evans

● Linkedin – Brad Joudrie

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