London (OTE) – London (ots/PRNewswire)
– FNZ and Microsoft have entered a global, five-year strategic
partnership to accelerate digital transformation across the wealth
management industry.
– The partnership strengthens FNZ’s global platform by enhancing its
AI, automation and cloud capabilities.
– The goal is to drive value for financial institutions and their
clients by enhancing operational efficiency, accelerating innovation
and increasing speed to market.
– The collaboration includes co-innovation, joint go-to-market
initiatives and the development of new AI-powered digital wealth
solutions.
FNZ, a leading end-to-end wealth management platform has today
announced a global, five-year strategic partnership with Microsoft to
transform the wealth management industry through technology,
innovation and AI-driven digital solutions.
The partnership combines FNZ’s industry-leading technology,
wealth management expertise and global reach with Microsoft’s
advanced AI capabilities, cloud infrastructure and engineering
excellence.
By integrating Microsoft Azure AI Foundry at the heart of its
platform, FNZ is redefining how financial institutions, advisors and
their clients interact by delivering more personalized, intelligent
and resilient digital wealth management experiences. This
collaboration with Microsoft accelerates this transformation by
helping FNZ bring new solutions to market faster, enhance client
outcomes, boost advisor productivity and drive innovation across
industry.
With more than 650 financial institution partners, over 26
million end investors and close to $2 trillion in assets under
administration, FNZ brings scale to the partnership. This provides
access to one of the largest wealth management data sets in the
world, enabling the powerful application of AI, cloud technologies
and analytics to deliver deeper insights, greater personalization and
better outcomes for advisors, clients and institutions alike.
Partnership Highlights
Through the partnership, FNZ will work with Microsoft to deliver
advanced AI tools, drive new technology development and collaborate
on joint go-to-market initiatives, including:
– Creating a next-generation advisor and investor experience : FNZ
will integrate Azure AI Foundry capabilities, including Azure OpenAI
in Foundry Models, into its market-leading platform to provide
enhanced personalization, greater efficiency and a next-generation
user experience.
– Innovative applications for data and analytics : FNZ will utilize
Microsoft Fabric to strengthen its data and analytics capabilities,
delivering deeper insights tailored to the unique needs of wealth
managers and advisors.
– Co-development and joint engineering : FNZ will develop new digital
wealth solutions by embedding Azure AI Foundry into FNZ’s global
platform. Joint engineering teams will accelerate product innovation,
enhance platform intelligence, and deliver secure, scalable services
that strengthen risk management, compliance and resilience. FNZ will
also deploy GitHub Copilot across its engineering teams to boost
developer productivity and innovation.
– Resilience and scalability: By combining FNZ’s market-leading
platform and delivery capabilities with Microsoft’s technologies and
tooling, the partnership will help create more resilient, scalable
and industrial-strength solutions for financial institutions.
– Enhancing operational efficiency: FNZ will also deploy Microsoft
365 Copilot and intelligent agents to support middle- and back-office
processes.
– Global joint go-to-market : FNZ will collaborate with Microsoft on
joint go-to-market activities, including the development and
deployment of modular wealth solutions through multiple channels,
including the Microsoft Marketplace, alongside coordinated global
marketing initiatives and joint participation in industry events.
Roman Regelman, Group President, FNZ, said: „FNZ has always been
at the forefront of innovation in wealth-management technology.
Partnering with Microsoft allows us to accelerate our AI-led roadmap
and enhances our ability to deliver personalized, intelligent and
resilient solutions to our clients, strengthening our position of
leadership.“
„Together, we are not just upgrading technology. We are setting a
new standard for how wealth management is delivered. Partnering with
Microsoft further advances our mission to open up wealth, by making
investing more accessible to more people worldwide.“
Bill Borden, Corporate Vice President, Worldwide Financial
Services, Microsoft, said: „Our partnership brings together
Microsoft’s AI and cloud technologies with FNZ’s global platform and
expertise in wealth management to deliver insights that will lead to
more impactful and personalized experiences for advisors and their
clients. Together, we’re helping financial institutions lead as
Frontier Firms by reimagining their operations through agentic AI,
accelerating innovation, and unlocking new value across the wealth
management ecosystem.“
FNZ is backed by some of the world’s largest institutional
shareholders, including Caisse de dépôt et placement du Québec (La
Caisse), Canada Pension Plan Investment Board (CPP Investments),
Generation Investment Management and Motive Partners.
Digital press kit: http://www.ots.at/pressemappe/PR180437/aom