Conquest Planning Inc. has formed a strategic partnership with Meridian Credit Union, Canada’s second-largest credit union, to power Meridian’s new OnYourWay advice experience—an initiative aimed at helping members feel more confident in managing their finances and achieving long-term goals. 

Through the partnership, Meridian’s financial planners and investment advisors will now have access to Conquest’s AI-driven financial planning platform, enabling them to deliver more dynamic, data-informed advice to members. The partnership also supports the launch of a self-directed planning experience, giving members the ability to build, view, and manage their financial plans directly through Meridian’s mobile and online banking platforms. 

“At Meridian, we believe financial advice should be inclusive, accessible, and empowering for all,” said Dilys D’Cruz, SVP of Retail Banking & Wealth at Meridian Credit Union. “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.” 

At the heart of the partnership is Conquest’s Strategic Advice Manager (SAM)—an AI engine that models multiple financial scenarios and helps advisors and clients explore the trade-offs between short-term needs and long-term objectives. SAM automates complex financial calculations and presents a range of outcomes, allowing advisors and members to collaboratively tailor plans to individual circumstances. 

“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,” said Mark Evans, President and CEO of Conquest Planning. 

Members can engage with their plans however they choose—meeting with advisors in person, booking virtual sessions, or managing their strategies independently through Meridian’s secure digital channels.