Overview
SAM Guide is Conquest's agentic AI assistant, embedded directly in the advisor workflow. Advisors can ask natural-language questions about plan navigation, KPIs, reporting, and strategy context and receive intelligent, plan-aware answers without leaving the platform. Beyond answering, SAM Guide analyzes the active client plan, navigates the application, and completes actions on the advisor's behalf, all within the boundaries of the plan itself. SAM Guide is purpose-built and draws only on the plan's own data and strategies. Grounded in Strategic Advice Manager® (SAM), Conquest's proprietary AI expert system and deterministic calculation engine, every response is auditable, consistent, and verifiable, providing advisors with planning intelligence that compliance teams can trust.
