Conquest Integrates AI Financial Engine into Anthropic Claude
Conquest launched a Model Context Protocol connector allowing financial advisors to access verifiable financial planning data directly within Anthropic's Claude interface.
Fintech company Conquest launched a Model Context Protocol connector that integrates its verifiable AI financial advice engine into Anthropic's Claude for Financial Advisors. The integration allows wealth management professionals to use natural language prompts within the Claude interface to access the Strategic Advice Manager, a deterministic calculation engine.
Advisors can now pull client financial data, track progress toward goals, and create initial plan drafts without switching between separate applications. The system provides explainable and repeatable calculations designed to comply with regulatory frameworks in the United Kingdom, the United States, and Canada.
Rob Crnkovic, Chief Revenue Officer of Conquest, stated that the connector aims to reduce time spent in siloed systems. He noted that while advisors are increasingly using AI to enhance client experiences, the underlying data must remain accurate to ensure projections can be verified in real time.
