FNZ

FNZ Visit our website at www.fnz.com FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms.

We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back. We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution. We partner with over 650 financial institutions and 12,000 wea

lth managers, with US$1.5 trillion in assets under administration (AUA). Together with our customers, we help over 24 million people from all wealth segments to invest in their future.

26/07/2024

https://eu1.hubs.ly/H0br7-s0 - Everyone is talking about AI. But it's more than just hype - it's real and has the power to transform our industry, and it will only get smarter, faster and better!

In the next 3 years, AI, cloud, and data analytics will lead tech investment, with over two-thirds of wealth management firms believing AI will reshape their operations.

A global research study by FNZ, ThoughtLab, and Deloitte involving 250 wealth management firms and 2,000 investors, uncovers why the future of the wealth management industry is digital innovation.

Check out our latest video which explores why investment firms are increasingly investing in advanced technologies to drive performance.

We’re delighted to be named by CNBC as one of the Top 250 Global Fintech Companies, included in the Wealth Technology ca...
11/07/2024

We’re delighted to be named by CNBC as one of the Top 250 Global Fintech Companies, included in the Wealth Technology category.

In collaboration with market research firm Statista, the list recognizes how firms like FNZ are shaping the future of financial services, fuelled by “technological advancements, expanding global markets, and collaborative leadership”.

Read more here - https://eu1.hubs.ly/H0b8yPY0

It's an exciting start to the lang cat     today!If you can’t make it to the event, don’t worry. You can still look at o...
20/06/2024

It's an exciting start to the lang cat today!

If you can’t make it to the event, don’t worry. You can still look at our event site to view our tech demos and learn more about our partner network and the unique functionalities they bring to the FNZ platform.

Find out more at https://eu1.hubs.ly/H09NZ2N0

20/06/2024

https://eu1.hubs.ly/H09MZWx0 - We're excited to release our latest research paper - The Future of Adviser Communications - from Legado and FNZ, conducted by the lang cat!

The research, which captures insights from over 160 adviser firms, found that over 88% of UK financial advisers agree that outdated technology hinders client communication, leading to missed opportunities.

This study highlights the opportunity for a next-gen communication solution to streamline processes and enhance client service. By adopting such a solution, advisers can streamline their processes, reduce risks, and provide better service to their clients.

Download the report to find out more!

19/06/2024

https://eu1.hubs.ly/H09LNSy0 - Delighted to have strengthened our partnership with Aviva by introducing innovative new tools as part of the next phase of their platform evolution. These tools are designed to drive adviser efficiencies and give advisers more control over the services they use.

The tools leverage the latest innovative technology from FNZ's wealth management platform to deliver best-in-class services for advisers, enhancing their overall experience.

Read the press release to find out more!

Thanks to Hubbis for their feature interview with FNZ's Joanna Tang on "FNZ and its Role in Helping Wealth Management Fi...
13/06/2024

Thanks to Hubbis for their feature interview with FNZ's Joanna Tang on "FNZ and its Role in Helping Wealth Management Firms Reinvent Themselves in the New World of Investing."

The interview dives into FNZ's strategic expansion in Asia, highlighting the importance of digital transformation and utilizing scalable technology. Joanna discusses key growth strategies and how FNZ is leveraging innovative tech to enhance personalized wealth services and efficiency at scale.

For more insights into FNZ's vision and future plans, read the full interview here - https://eu1.hubs.ly/H09G1000

13/06/2024

https://eu1.hubs.ly/H09FfyT0 - We’re delighted to share that Sanlam and FNZ have successfully completed a major migration to FNZ’s global wealth management platform.

The migration, one of the largest migrations of its kind in South Africa, represents a significant milestone in the Sanlam Group’s ongoing digital transformation program in partnership with FNZ, and is a major step forward in their Transfer Agency (TA) offering.

Congratulations to everyone involved, we look forward to our continued partnership!


Sanlam Investments

12/06/2024

We’re delighted to be attending and sponsoring the on June 20th in London.

Connect with the FNZ team, explore our latest tech and book a demo at https://eu1.hubs.ly/H09CzHZ0.💡🚀

03/06/2024

FNZ is proud to be an inclusive and diverse organization that encourages the individuality of our employees.

Together, we celebrate and wish everyone a Happy Pride Month!

31/05/2024

https://eu1.hubs.ly/H09pC2J0 - Wealth managers are leveraging data to understand clients as individuals and households, leading to highly personalized solutions.

This shift is not just local - firms are using data to tap into global wealth opportunities. They're also creating new niches, and deepening connections with investors.

A global research study by FNZ, ThoughtLab, and Deloitte, involving 250 wealth management firms and 2,000 investors, uncovers why the future of wealth management is data-driven and globally focused.

Watch the video to learn more about leveraging client diversity as a business opportunity.

16/05/2024

https://eu1.hubs.ly/H097jc00 - Firms across global markets are using data to better understand clients as diverse individuals, rather than investor segments.

They are crafting tailored, personalized propositions that set them apart and scaling up with the power of technology, to drive growth and improve customer experience.

A global research study by FNZ, ThoughtLab and Deloitte involving 250 wealth management firms and 2,000 investors, uncovers why firms need to rethink their digital strategies, for a future-ready approach.

If you are curious to dive deeper into leveraging client diversity as a business opportunity, watch the full video to learn more.

15/05/2024

Are bionic advisors the future of wealth management?

Our recent study, Building a Future-Ready Investment Firm, reveals that the role of advisors and the client experience will transform dramatically by 2028. With over 68% of investors seeking a more digital experience and better digital tools, what does this mean for wealth advisors?

To thrive in this dynamic landscape, advisors must harness digital solutions to meet the evolving needs of their investors. By leveraging automation and AI, advisors can focus on delivering a more personalized, value-added service.

Read our latest blog, which explores the future of the wealth advisor as firms embrace digital innovation - https://eu1.hubs.ly/H095CMy0

At FNZ, we like to make an impact! Our Brno colleagues took on the challenge at the 11th annual Brno Craft running event...
22/04/2024

At FNZ, we like to make an impact! Our Brno colleagues took on the challenge at the 11th annual Brno Craft running event, competing in the 5km, 10km and 21km races.

Congratulations to all our amazing participants for your commitment and determination!

18/04/2024

https://eu1.hubs.ly/H08GHj60 - There is a seismic shift happening across the wealth management industry. A global study by FNZ, ThoughtLab, and Deloitte, involving 250 wealth management firms and 2,000 investors, forecasts major changes by 2028, with changing investor expectations and tech advancements reshaping finance as we know it.

Are you ready to embrace innovation and redefine the future of finance? Discover the 5 steps firms are adopting to prepare for the next era of investing.

Watch our latest video which explores the first trend: the digital transformation of client advice and experience.

08/04/2024

https://www.fnz.com/insights/digitally-transform-client-advice-and-experience: The future of wealth management is digital! A major global study by FNZ, ThoughtLab, and Deloitte, involving 250 wealth management firms and 2,000 investors, forecasts a major shift by 2028. Embracing tech advancements and AI will be key to enhancing advisor roles and client experiences.

Want to get ahead of the curve? Learn about the five crucial steps firms are taking to navigate the future.

Watch our latest video to uncover the first trend from the study: the digital transformation of client advice and experience.

13/03/2024

https://eu1.hubs.ly/H082vg-0: Investment firms are embracing AI and technology solutions to enhance advisor roles and elevate client experiences.

Investors are increasingly leaning towards a tech-driven investment journey, with 70% preferring digital solutions. However, advisor relationships remain essential in providing trusted advice, holistic planning and support during challenging times.

FNZ's latest research, capturing insights from 250 wealth management firms and 2,000 investors, explores how financial institutions must embrace innovative digital solutions to become future-ready.

Download the report now to discover how advisors can leverage end-to-end digital solutions to enhance the personalized client experience for investors.

11/03/2024

Ramadan Mubarak!
FNZ wishes all who celebrate, a blessed and peaceful Ramadan.

08/03/2024

We're delighted to celebrate the rich diversity within our business and believe that this leads to greater innovation, creativity and success.

It's why this International Women's Day, we're launching the FNZ Women's Network for women and allies. This network will serve as a powerful platform to support our gender equality agenda and empower women across our business and the broader wealth industry.

From inclusive hiring practices to nurturing female talent pipelines, we're actively working to inspire inclusion and drive gender parity at FNZ.

FNZ wishes all the women who inspire us every day, Happy International Women's Day!

07/03/2024

https://eu1.hubs.ly/H07-cHC0: The global wealth management industry faces several megatrends that are redefining investor needs and reshaping the industry.

In response, investment firms need a clear view of the changing future expectations of today’s diverse set of investors – and the key strategies to thrive in the next era of investing.

FNZ's latest research, capturing insights from 250 wealth management firms and 2,000 investors, explores 5 key insights to becoming future-ready.

Download the report now to discover more about the trends and strategies shaping the future of investing.

28/02/2024

Watch the exclusive TV interview between Adrian Durham, FNZ CEO, and CNBC to recognize the launch of our major new study “Building a Future-Ready Investment Firm”.

During the interview, Adrian talked about how innovative digital technologies – like AI and end-to-end platforms – are impacting the wealth management industry. He also discussed some of the findings revealed in our latest research released this week, looking at the key trends affecting advisers and investors.

Watch the interview and download the report to find out more!
https://eu1.hubs.ly/H07Rf6-0

27/02/2024

https://eu1.hubs.ly/H07QmvN0: FNZ is excited to announce the launch of our new major research study: "Building a Future-Ready Investment Firm."

Capturing insights from 250 wealth management firms and 2,000 investors, this exclusive global research explores how financial institutions must embrace innovative digital technologies, such as AI and end-to-end platforms, to thrive in the next era of investing.

Find out more about the megatrends and digital transformation strategies that are reshaping the industry as investor demographics and expectations shift worldwide.

Thanks to all of our partners for their expert contributions!

https://eu1.hubs.ly/H07JTDt0 - Are Private Banks facing a dilemma? Are traditional approaches cutting it in today’s tech...
21/02/2024

https://eu1.hubs.ly/H07JTDt0 - Are Private Banks facing a dilemma? Are traditional approaches cutting it in today’s tech-driven world?

Our latest report with Deloitte explores why many Private Banks struggle with tech leadership and agility.

Read the report and learn how an end-to-end outsourced platform, combining infrastructure, technology and business processing, may be the solution.

09/02/2024

Happy Chinese New Year from everyone at FNZ. We wish you a year of health, happiness, and good fortune.

06/02/2024

https://eu1.hubs.ly/H07pCL10: How will digital technology and AI change wealth management?

The global wealth management industry faces converging megatrends that are redefining investor needs and reshaping the industry at a time of growing economic and geopolitical uncertainty.

Thanks to our upcoming research program, Building a Future-Ready Investment Firm, we've looked into these critical trends to gather unparalleled insights on how technology, especially AI, is not just an add-on but a fundamental game changer.

Thanks to ThoughtLab and the additional contributors for their expert contributions.

Find out more in our latest article!

31/01/2024

What is holding private banking back from taking advantage of AI and new digital innovations?

The traditional piecemeal approach to process and tech integration is not delivering for many banks.

Our latest joint report with Deloitte proposes that an end-to-end outsourced wealth management platform combining infrastructure, technology and business processing may be a solution.

Read the report - https://eu1.hubs.ly/H07fKXV0

30/01/2024

https://eu1.hubs.ly/H07fJZL0: Today Aviva announced a 15-year contract extension with FNZ to support their exciting future growth plans.

Our extended partnership will deliver improved, more consistent customer service, streamlined customer journeys, and help to simplify and transform Aviva’s UK Insurance, Wealth & Retirement business.

We’re incredibly proud of our long-standing partnership and significant achievements together, and we look forward to continuing our work to help everyone, everywhere invest in their future, on their terms.

Address

Global

Alerts

Be the first to know and let us send you an email when FNZ posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to FNZ:

Videos

Shortcuts

  • Address
  • Alerts
  • Contact The Business
  • Videos
  • Claim ownership or report listing
  • Want your business to be the top-listed Travel Agency?

Share