BMO has partnered with Conquest Planning Inc. to introduce “My Financial Progress,” a new digital self-serve financial planning experience accessible through the bank’s Mobile Banking app and Online Banking platform. “My Financial Progress” is designed to assist BMO clients in managing their financial futures by offering a clear overview of their finances, personalized goal-setting tools, and tailored recommendations. The platform integrates Conquest Planning’s proprietary technology, specifically its Strategic Advice Manager (SAM), to facilitate financial goal setting, progress monitoring, and comprehensive financial health snapshots. SAM models various financial scenarios and proposes optimized strategies that balance immediate client needs with long-term objectives. It handles complex calculations and clarifies recommendations to support informed decision-making for clients at different life stages. Gayle Ramsay, Head of Everyday Banking, Segment & Customer Growth at BMO, stated, “Driven by its commitment to help Canadians make real financial progress, BMO is excited to collaborate with Conquest to meet clients wherever they are in their planning journey. ‘My Financial Progress’ makes it easier for clients to shape their financial future by providing them with a clear view of their financial picture, along with personalized goal-setting tools and tailored recommendations to help them make informed decisions. By offering this kind of digital support, we’re empowering them to plan for life’s next milestones with greater confidence and ease.” The interactive features of “My Financial Progress” enable BMO clients to identify gaps, opportunities, and risks within their financial plans, providing proactive recommendations for sustained progress and strategy optimization. Users can visualize the impact of different strategies on their goals and overall plans, with real-time updates and visuals that indicate goal and plan health. The platform also adjusts plans in real time in response to life events, suggesting alternative paths to help clients maintain confidence and preparedness. Mark Evans, President and Chief Executive Officer at Conquest Planning, commented, “At Conquest Planning, our mission has always been to make personalized financial advice accessible to all, regardless of their background or financial situation. With the launch of ‘My Financial Progress’ in partnership with BMO, we are thrilled to bring this vision to life on a larger scale. By leveraging our cutting-edge technology to help individuals take control of their financial futures with confidence, BMO is empowering Canadians to navigate their financial journeys and make informed decisions every step of the way.” Conquest Planning, established in 2018, is a financial planning software company headquartered in Winnipeg, Manitoba. It serves users in Canada, the U.S., and the U.K., leveraging AI-driven technology to deliver hyper-personalized financial plans. The company was founded by financial technology veterans with over 30 years of experience in the financial planning software sector. BMO Financial Group is recognized as the seventh largest bank in North America by assets, with total assets of $1.4 trillion as of April 30, 2025. The bank has served customers for 200 years and provides personal and commercial banking, wealth management, global markets, and investment banking products and services to 13 million customers across Canada, the United States, and select global markets.