Conquest Planning Partners With Meridian Credit Union to Deliver AI-Powered, Personalized Financial Planning

Self-directed and advisor-led solutions empower Members to take greater control of their financial futures

WINNIPEG, Manitoba--(BUSINESS WIRE)--Conquest Planning Inc. (“Conquest”), a technology platform modernizing financial planning with customized and convenient advice, today announced a strategic partnership with Meridian Credit Union (“Meridian”), Canada’s second-largest credit union. Conquest Planning will play a key role in helping to enable Meridian’s OnYourWay, a new advice experience designed to help Members feel more confident about their money and their future. Through the partnership, all Meridian financial planners and investment advisors now have access to Conquest’s artificial intelligence (AI)-powered financial planning platform, enabling them to deliver highly personalized plans and deeper, more impactful advice to Members.