Meridian and Conquest partner for AI planning

October 24, 2025

Meridian Credit Union, Canada’s second-largest credit union, has announced a new partnership with Conquest Planning, a FinTech firm modernising financial planning through artificial intelligence (AI).

The collaboration will underpin Meridian’s new initiative, OnYourWay, designed to give members greater confidence and control over their financial futures.

Through this partnership, Meridian’s financial planners and investment advisors will gain access to Conquest’s AI-driven financial planning platform. This technology enables them to provide highly tailored financial plans that adapt to each member’s goals, creating deeper and more meaningful financial advice.

As part of the launch, Meridian has introduced a new self-directed planning experience built on Conquest’s platform. This allows members to independently create, manage, and track their financial plans through the credit union’s mobile and online banking platforms, all at no additional cost. The system integrates seamlessly with Meridian’s digital channels, ensuring members can switch between self-guided planning and professional advisory support whenever they wish.

Meridian Credit Union senior vice president of retail banking and wealth Dilys D’Cruz said, “At Meridian, we believe financial advice should be inclusive, accessible, and empowering for all.

“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. This collaboration offers them the flexibility to work directly with an advisor, start on their own or take a hybrid approach.”

At the heart of Conquest’s offering is its Strategic Advice Manager (SAM), an AI-powered tool that models multiple financial scenarios and evaluates potential outcomes based on member decisions. SAM automates complex calculations and identifies trade-offs between short- and long-term goals, helping advisors focus on meaningful conversations while giving members clear insights into their progress. Whether planning for a home purchase, retirement, or a child’s education, SAM gives members the confidence to take control of their financial journey.

Conquest Planning president and chief executive officer Mark Evans said, “Meridian is redefining how credit unions deliver advice by combining advisor expertise with self-directed, digital-first planning tools.

“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.”