{"id":5660,"date":"2022-10-25T07:35:53","date_gmt":"2022-10-25T12:35:53","guid":{"rendered":"https:\/\/wellington-altus.ca\/?p=5660"},"modified":"2022-11-15T11:46:11","modified_gmt":"2022-11-15T17:46:11","slug":"wellington-altus-leverages-conquest-plannings-next-evolution-of-wealth-planning-software-to-elevate-the-advisor-and-client-experience","status":"publish","type":"post","link":"https:\/\/wellington-altus.ca\/fr\/wellington-altus-leverages-conquest-plannings-next-evolution-of-wealth-planning-software-to-elevate-the-advisor-and-client-experience\/","title":{"rendered":"Wellington-Altus tire parti de la prochaine \u00e9volution du logiciel de planification de patrimoine Conquest Planning pour am\u00e9liorer l\u2019exp\u00e9rience des conseillers et des clients"},"content":{"rendered":"

WINNIPEG, TORONTO et MONTR\u00c9AL, le 25 octobre 2022 \u2014 La Financi\u00e8re Wellington-Altus inc. (Wellington-Altus) et Conquest Planning Inc. (Conquest) annoncent le lancement du logiciel de planification de patrimoine s\u2019appuyant sur l\u2019intelligence artificielle de pointe de Conquest, qui aidera les conseillers de Wellington-Altus \u00e0 offrir des solutions de planification de patrimoine personnalis\u00e9es aux clients actuels et potentiels.<\/p>\n\n\n\n

\u00ab Il s\u2019agit d\u2019une excellente occasion de s\u2019associer \u00e0 une plate-forme de premier ordre pour r\u00e9pondre plus rapidement que jamais aux besoins changeants de nos clients en mati\u00e8re de planification de patrimoine, a d\u00e9clar\u00e9 Michelle Connolly, vice-pr\u00e9sidente principale, groupe Planification de patrimoine avanc\u00e9e, Wellington-Altus Gestion Priv\u00e9e. Le r\u00e9sultat est une solution qui fournit de l\u2019information personnalis\u00e9e, assortie d\u2019un attrait interg\u00e9n\u00e9rationnel pour nos clients. C\u2019est le mariage parfait entre la facilitation humaine complexe de la planification de patrimoine et une puissante technologie. \u00bb  <\/p>\n\n\n\n

L\u2019algorithme exclusif de Conquest utilise des donn\u00e9es adapt\u00e9es au client pour fournir, en quelques secondes, des strat\u00e9gies class\u00e9es \u00e0 partir d\u2019un vaste \u00e9ventail d\u2019options. Cela permet aux conseillers de Wellington-Altus de fournir plus rapidement et avec plus de pr\u00e9cision des solutions de gestion de patrimoine significatives, notamment en \u00e9tablissant des projections lors de l\u2019int\u00e9gration des nouveaux clients et en testant des strat\u00e9gies proactives de simulation de crise pour aborder les transitions de vie des clients.  <\/p>\n\n\n\n

\u00ab Nous sommes d\u00e9termin\u00e9s \u00e0 investir dans des outils et des technologies qui permettent \u00e0 nos conseillers d\u2019\u00eatre plus efficaces, a d\u00e9clar\u00e9 Jordy Chilcott, pr\u00e9sident, Wellington-Altus Gestion Priv\u00e9e. Ce partenariat est un exemple de la fa\u00e7on dont nous, en tant que leader du secteur, continuons \u00e0 offrir ce qu\u2019il y a de mieux \u00e0 nos conseillers et \u00e0 leurs clients. \u00bb<\/p>\n\n\n\n

\u00ab C\u2019est un plaisir de travailler en partenariat avec des entreprises avant-gardistes comme Wellington-Altus Gestion Priv\u00e9e, commente Stacie Calder, vice-pr\u00e9sidente, Ventes et marketing de Conquest Planning Inc. Elles vont de l\u2019avant dans la mise en \u0153uvre de la prochaine g\u00e9n\u00e9ration de prestation de conseils et dans la modernisation de l\u2019exp\u00e9rience de leurs partenaires et clients finaux. \u00bb<\/p>\n\n\n\n

\u00c0 propos de Conquest Planning Inc.<\/strong><\/p>\n\n\n\n

Conquest Planning Inc. est le moteur de la technologie de conseils financiers la plus novatrice au Canada. Conquest propose des strat\u00e9gies de planification financi\u00e8re personnalis\u00e9es et hi\u00e9rarchis\u00e9es qui aident les conseillers financiers et leurs clients \u00e0 voir les possibilit\u00e9s qui existent pour leur avenir financier. La soci\u00e9t\u00e9 croit qu\u2019une approche de l\u2019\u00e9ducation financi\u00e8re fond\u00e9e sur les objectifs, mise en \u0153uvre au moyen d\u2019une exp\u00e9rience num\u00e9rique ax\u00e9e sur l\u2019\u00eatre humain, augmentera le nombre de personnes qui b\u00e9n\u00e9ficient de conseils financiers. Pr\u00e9sente au Canada et au Royaume-Uni, Conquest a \u00e9t\u00e9 fond\u00e9e en 2018 par une \u00e9quipe d\u2019experts en planification financi\u00e8re et en technologie. Pour en savoir plus, visitez le site conquestplanning.com<\/a>.<\/p>\n\n\n\n

\u00c0 propos de la Financi\u00e8re Wellington-Altus inc.<\/strong><\/p>\n\n\n\n

Fond\u00e9e en 2017, la Financi\u00e8re Wellington-Altus inc. (\u00ab Wellington-Altus \u00bb), soci\u00e9t\u00e9 m\u00e8re de Wellington-Altus Conseil Priv\u00e9 et de Wellington-Altus Gestion Priv\u00e9e, est la soci\u00e9t\u00e9 de conseil en gestion de patrimoine la mieux cot\u00e9e* au Canada et l\u2019une des soci\u00e9t\u00e9s les mieux g\u00e9r\u00e9es au pays. Avec plus de 20 milliards de dollars d\u2019actifs sous administration et des bureaux partout au pays, Wellington-Altus s\u2019associe \u00e0 des conseillers prosp\u00e8res et anim\u00e9s d\u2019un esprit d\u2019entrepreneuriat, \u00e0 des gestionnaires de portefeuille et \u00e0 des clients fortun\u00e9s.<\/p>\n\n\n\n

* Brokerage Report Card 2022 d\u2019Investment Executive.<\/em><\/p>\n\n\n\n

Pour les demandes de renseignements des m\u00e9dias :<\/strong><\/p>\n\n\n\n

Lisa Leveille
Vice-pr\u00e9sidente, Marketing
Wellington-Altus Gestion Priv\u00e9e
236.326.4139
lisa.leveille@wellington-altus.ca<\/a><\/p>","protected":false},"excerpt":{"rendered":"

WINNIPEG, TORONTO, and MONTREAL, October 25, 2022 \u2014 Wellington-Altus Financial Inc. (Wellington-Altus) and Conquest Planning Inc. (Conquest) announce the launch of Conquest\u2019s leading-edge artificial intelligence wealth planning software to support Wellington-Altus advisors in delivering personalized wealth planning solutions to existing and prospective clients. \u201cThis is an exciting opportunity to partner with a best-in-class platform to […]<\/p>\n","protected":false},"author":4,"featured_media":5661,"comment_status":"closed","ping_status":"open","sticky":true,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[58],"tags":[79,83],"class_list":["post-5660","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news","tag-english","tag-french"],"acf":[],"yoast_head":"\nWellington-Altus Leverages Conquest Planning\u2019s Next Evolution of Wealth Planning Software to Elevate the Advisor and Client Experience - Wellington-Altus<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/wellington-altus.ca\/fr\/wellington-altus-leverages-conquest-plannings-next-evolution-of-wealth-planning-software-to-elevate-the-advisor-and-client-experience\/\" \/>\n<meta property=\"og:locale\" content=\"fr_CA\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Wellington-Altus Leverages Conquest Planning\u2019s Next Evolution of Wealth Planning Software to Elevate the Advisor and Client Experience - Wellington-Altus\" \/>\n<meta property=\"og:description\" content=\"WINNIPEG, TORONTO, and MONTREAL, October 25, 2022 \u2014 Wellington-Altus Financial Inc. 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