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This technology supports both advisors and Members, providing tools to address a range of financial goals, including home purchases, education savings, and retirement planning.
Members can use these capabilities independently, with an advisor, or through a hybrid approach, all within Meridian’s secure digital channels.
Dilys D’Cruz, senior vice president, Retail Banking & Wealth at Meridian Credit Union, explained that the collaboration allows members to work directly with an advisor, start independently, or use a hybrid approach.
The remainder of her remarks emphasized Meridian’s commitment to making financial advice inclusive, accessible, and empowering for all, but these statements were not included verbatim to avoid value-based language.
Mark Evans, president and chief executive officer at Conquest Planning, said that the partnership gives customers access to the same planning technology used by major financial institutions in North America, delivered in a way that is flexible and personalized.
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