Microsoft collaborates with FNZ to elevate wealth management via technological advancements
Wealth management platform FNZ has entered into a five-year global strategic partnership with technology giant Microsoft. This collaboration aims to advance the wealth management sector through technological innovation and AI-driven solutions.
The partnership merges FNZ's expertise in wealth management and global presence with Microsoft's capabilities in AI, cloud infrastructure, and engineering. Key AI-driven solutions and operational improvements include:
- Personalisation and deeper insights: AI-powered tools will enable better segmentation, predictive modeling, and tailored portfolio strategies, providing wealth managers and clients with more tailored and actionable insights.
- Automation and operational efficiency: FNZ will embed Microsoft 365 Copilot and other AI intelligent agents into both client-facing products and middle- and back-office operations, improving advisor productivity, internal efficiency, and scalability, and transforming operational processes.
- Co-development of next-generation digital wealth solutions: Joint engineering efforts will produce solutions enhancing compliance capabilities, risk monitoring, and platform resilience, leading to more secure and efficient wealth management infrastructure.
- Faster innovation and speed to market: The partnership accelerates the delivery of new AI-led solutions, enabling FNZ and its financial institution partners to bring innovations to market more rapidly.
- Data and analytics enhancement: Using Microsoft Fabric, FNZ will expand data handling and analytics capabilities to leverage one of the largest wealth management datasets globally, driving better client outcomes and greater personalisation.
- Joint go-to-market and ecosystem integration: Collaborative commercial initiatives include co-branded marketing, industry event participation, and offerings through Microsoft’s Marketplace, broadening access to AI-powered wealth management solutions for enterprise clients.
Microsoft worldwide financial services corporate vice president Bill Borden stated that the partnership aims to set a new standard for how wealth management is delivered. FNZ Group president Roman Regelman added that the partnership allows them to accelerate their AI-led roadmap and enhance their ability to deliver personalized, intelligent, and resilient solutions.
The partnership is expected to foster innovation within the industry, improve client outcomes, and enhance advisor productivity. FNZ serves more than 26 million end investors and manages nearly $2tn in assets. The collaboration is anticipated to promote modular wealth solutions through various channels, including the Microsoft Marketplace.
[1] FNZ Press Release, "FNZ and Microsoft Announce Strategic Partnership to Drive Innovation in Wealth Management," [date], URL [2] Microsoft News Centre, "Microsoft and FNZ to Partner on AI-Driven Wealth Management Solutions," [date], URL [3] Finextra Research, "Microsoft and FNZ Form Strategic Partnership to Enhance Wealth Management," [date], URL [4] FNZ Blog, "Revolutionising Wealth Management: The FNZ and Microsoft Partnership," [date], URL
- The strategic partnership between FNZ and Microsoft, driven by AI and digital transformation, will merge FNZ's wealth management expertise with Microsoft's technology capabilities, aiming to set a new standard for wealth management delivery.
- As part of this collaboration, FNZ will leverage Microsoft's AI, cloud infrastructure, and engineering to automate operational processes, develop next-generation digital wealth solutions, and expand data handling and analytics capabilities for better client outcomes and advisor productivity.
- The partnership will also foster the development of modular wealth solutions, with the potential to be distributed through various channels, including the Microsoft Marketplace, providing enterprise clients with broader access to AI-powered solutions in finance, investing, and business.
