FNZ launches Advisor AI to transform wealth management

By Vriti Gothi

FNZ has launched FNZ Advisor AI, a next-generation generative AI solution embedded directly within its platform. Designed to transform the way financial advisors operate, the new technology enables greater productivity, hyper-personalised advice, and the ability to serve a broader client base at scale.

Financial advisors are navigating a rapidly evolving landscape marked by shifting client expectations, heightened regulatory scrutiny and increased operational complexity. According to FNZ research, 73% of wealth management clients expect more personalised services within the next two years, while 70% of advisors believe advanced technology is essential to meet these demands.

FNZ Advisor AI directly addresses these challenges by integrating intelligent automation and real-time AI capabilities into FNZ’s end-to-end wealth management platform, ensuring advisors can access advanced tools seamlessly and securely.

FNZ supports more than 650 financial institution partners, 26 million end investors and manages nearly $2 trillion in assets, giving the platform access to one of the world’s most comprehensive data sets in wealth management. Leveraging this scale, FNZ Advisor AI generates real-time insights from client and portfolio data, empowering advisors to identify opportunities, detect risks and tailor recommendations across their entire book of business.

The solution redefines the client meeting lifecycle: from personalised preparation, to real-time content access during discussions, through to automated transcription, analysis, and actionable follow-up insights. By streamlining administrative processes, Advisor AI significantly reduces the burden of repetitive tasks, enabling advisors to focus on building relationships and delivering high-quality, client-centric advice.