Conquest Planning Collaborates with BMO to Launch 'My Financial Progress' — A New Digital Experience Empowering Canadians to Take Control of Their Financial Future

Conquest Planning Inc. (“Conquest”), a technology platform modernizing planning with customized and convenient advice, today announced a strategic partnership with BMO. Together, the firms have built My Financial Progress, a digital, self-serve experience available in the bank’s Mobile Banking app and Online Banking platform to help BMO’s clients take control of their financial journey.

BMO’s My Financial Progress leverages Conquest’s proprietary planning technology to help users set financial goals, monitor their progress and build a comprehensive snapshot of their financial health. At the centre of this partnership is Conquest’s Strategic Advice Manager (“SAM”). SAM models financial scenarios and suggests optimized strategies that balance the client’s immediate needs with their long-term goals. By handling complex calculations and clearly explaining recommendations, SAM empowers informed decision-making for clients in all phases of life.

“Driven by its commitment to help Canadians make real financial progress, BMO is excited to collaborate with Conquest to meet clients wherever they are in their planning journey,” said Gayle Ramsay, Head of Everyday Banking, Segment & Customer Growth at BMO. "My Financial Progress makes it easier for clients to shape their financial future by providing them with a clear view of their financial picture, along with personalized goal-setting tools and tailored recommendations to help them make informed decisions. By offering this kind of digital support, we’re empowering them to plan for life’s next milestones with greater confidence and ease."

As part of My Financial Progress, BMO clients will benefit from interactive planning features that identify gaps, opportunities and risks within their plans—offering proactive recommendations to help sustain progress and optimize strategies. Users can easily see how different strategies impact each goal and their overall plan, with automatically updated visuals that highlight goal and plan health. As life events unfold, plans will adjust in real time, presenting alternative paths to help clients stay confident and prepared for whatever the future brings.

"At Conquest Planning, our mission has always been to make personalized financial advice accessible to all, regardless of their background or financial situation. With the launch of My Financial Progress in partnership with BMO, we are thrilled to bring this vision to life on a larger scale,” said Mark Evans, President and Chief Executive Officer at Conquest Planning. “By leveraging our cutting-edge technology to help individuals take control of their financial futures with confidence, BMO is empowering Canadians to navigate their financial journeys and make informed decisions every step of the way."

For more information about Conquest’s intuitive financial planning software solution, please visit conquestplanning.com. Additional context on BMO and the newly introduced My Financial Progress tool can be found at bmo.com.

About Conquest Planning:

Conquest Planning is a leading financial planning software company with a purpose-driven approach to delivering financial advice. The product-led company is built on the foundational belief that every single person deserves access to great financial advice. Conquest’s user base, which spans Canada, the U.S. and the U.K., leverage its intuitively designed product, simple onboarding process, and data-driven artificial intelligence to accelerate the delivery of beautifully designed, hyper-personalized financial plans. Established in 2018, Conquest Planning was founded by a team of financial technology veterans whose track record of success spans over 30 years in the financial planning software space. For more information on Conquest, follow us on LinkedIn, X and YouTube, and to contact our team, please visit our website at conquestplanning.com. If you are employed by a company that partners with Conquest and have questions about your access, please contact your corporate office for more details.

About BMO Financial Group

BMO Financial Group is the seventh largest bank in North America by assets, with total assets of $1.4 trillion as of April 30, 2025. Serving customers for 200 years and counting, BMO is a diverse team of highly engaged employees providing a broad range of personal and commercial banking, wealth management, global markets and investment banking products and services to 13 million customers across Canada, the United States, and in select markets globally. Driven by a single purpose, to Boldly Grow the Good in business and life, BMO is committed to driving positive change in the world, and making progress for a thriving economy, sustainable future, and inclusive society.

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