Conquest connects its SAM financial advice engine to Claude

Canada's Conquest launched a connector that exposes its SAM financial planning engine inside Claude via the MCP protocol. The deterministic engine handles the math while Claude runs the conversation, letting advisors pull projections, apply strategies and edit plans from chat.

• The connector uses Anthropic's open MCP standard
• Calculations run in SAM, not in the Claude model
• Advisors can apply and remove strategies from chat
• Conquest claims support for over 75% of Canadian advisors