Conquest Planning Inc., a financial technology platform, has announced a strategic partnership with Meridian Credit Union, Canada’s second-largest credit union, to integrate its artificial intelligence (AI)-powered financial planning platform into Meridian’s new “OnYourWay” advice experience.
Through this collaboration, all Meridian financial planners and investment advisors will now have access to Conquest’s platform, enabling them to deliver personalized and impactful financial plans to members. This initiative also includes the launch of a self-directed financial planning experience, allowing Meridian members to build, view, and manage their plans directly through the credit union’s mobile and online banking platforms at no additional cost. Members can access these plans independently or with advisor support, providing greater transparency and control over their financial futures.
Dilys D’Cruz, Senior Vice President, Retail Banking & Wealth at Meridian Credit Union, stated, “At Meridian, we believe financial advice should be inclusive, accessible, and empowering for all. Our partnership with Conquest helps us deliver on that promise, combining our advisors’ expertise with Conquest’s intuitive technology so Members can get the guidance they need to build confidence and achieve their best lives. This collaboration offers them the flexibility to work directly with an advisor, start on their own or take a hybrid approach.”
Conquest’s Strategic Advice Manager (SAM) uses AI to model various financial scenarios, presenting potential outcomes for different strategies. This allows members to make informed decisions. SAM automates complex calculations and evaluates trade-offs between short-term needs and long-term objectives, freeing advisors to focus on client conversations and strategic guidance. This approach helps members better understand their financial goals and progress, whether planning for a first home, a child’s education, or retirement.
Mark Evans, President and Chief Executive Officer at Conquest Planning, commented, “Meridian is redefining how credit unions deliver advice by combining advisor expertise with self-directed, digital-first planning tools. This partnership ensures customers have access to the same sophisticated planning technology used by some of the largest financial institutions in North America—delivered in a way that’s approachable, flexible and personalized.”
The self-directed planning experience provides members with access to advisor-grade planning capabilities at no extra charge. Members have the flexibility to meet with advisors at their preferred branch, book appointments online, or manage their plans through Meridian’s secure digital platforms. This partnership underscores Meridian’s commitment to member-first innovation, delivering advice through “OnYourWay” that is personalized, accessible, and enhanced by technology.
