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.
#OpenUpWealth #WealthManagement #AI #DigitalTransformation
https://www.fnz.com/news/aviva-and-fnz-announce-next-phase-of-platform-evolution - Delighted to have strengthened our partnership with Aviva by introducing innovative new tools as part of the next phase of their plat
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!
#OpenUpWealth #Aviva #FNZ #WealthManagement #Innovation
https://www.fnz.com/news/sanlam-and-fnz-complete-major-migration-in-south-africa - We’re delighted to share that Sanlam and FNZ have successfully completed a major migration to FNZ’s
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!
#OpenUpWealth #FNZ #Sanlam
Sanlam Investments
We’re delighted to be attending and sponsoring the #AdviceTech #Catwalk on June 20th in London. Connect with the FNZ team, explore our latest tech and book a demo at http://www.fnz.com/langcat.💡🚀 #OpenUpWealth
We’re delighted to be attending and sponsoring the #AdviceTech #Catwalk on June 20th in London.
Connect with the FNZ team, explore our latest tech and book a demo at https://eu1.hubs.ly/H09CzHZ0.💡🚀
#OpenUpWealth
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!
#PrideMonth2024 #OpenUpWealth
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.
#OpenUpWealth #WealthManagement #DigitalTransformation #FutureOfInvesting #FNZ
Leveraging client diversity as a business opportunity
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.
#OpenUpWealth #WealthManagement #DigitalTransformation #FutureOfInvesting #FNZ
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 dig
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
#OpenUpWealth #BionicAdvisors #FinancialAdvisors
https://www.fnz.com/insights/digitally-transform-client-advice-and-experience - There is a seismic shift happening across the wealth management industry. A global study by FNZ, ThoughtLab, and Deloitte, involving 250 wea
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.
#OpenUpWealth #WealthManagement #DigitalTransformation #FutureOfInvesting #FNZ
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.
#OpenUpWealth #FNZ #WealthManagement #DigitalTransformation #FutureOfInvesting
https://www.fnz.com/insights/New-global-research-report-thoughtlab: 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 jo
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.
#OpenUpWealth #FNZ
Ramadan Mubarak! FNZ wishes all all who celebrate, a blessed and peaceful Ramadan. #FNZ #Ramadan2024
Ramadan Mubarak!
FNZ wishes all who celebrate, a blessed and peaceful Ramadan.
#FNZ #Ramadan2024
We're delighted to celebrate the rich diversity within our business and believe that diverse teams lead 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.
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!
#InternationalWomensDay #InspireInclusion
https://www.fnz.com/insights/New-global-research-report-thoughtlab: 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 chang
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.
#OpenUpWealth #FNZ
Watch the exclusive TV interview between Adrian Durham, FNZ Group CEO, and CNBC
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
#OpenUpWealth #FNZ #CNBC
https://www.fnz.com/news/new-global-research-reveals-how-wealth-management-firms-have-to-reinvent-themselves: FNZ is excited to announce the launch of our new major research study: "Building a Future-Ready Investment Fir
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!
Happy Chinese New Year from everyone at FNZ. We wish you a year of health, happiness, and good fortune. #ChineseNewYear #YearoftheDragon
Happy Chinese New Year from everyone at FNZ. We wish you a year of health, happiness, and good fortune.
#ChineseNewYear #YearoftheDragon
https://www.fnz.com/news/how-digital-technology-and-ai-will-change-wealth-management: How will digital technology and AI change wealth management? The global wealth management industry faces converging megatrends that are redefining investor needs and re
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!
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 {{facebook_mention(12893038047
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
#OpenUpWealth #WealthManagement #PrivateBanking
https://www.fnz.com/news/aviva-announces-contract-extension-with-key-strategic-partner-fnz: Today Aviva announced a 15-year contract extension with FNZ to support their exciting futu
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.
#OpenUpWealth #Partnership