https://lnkd.in/dnPdxsmB - 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 Group, 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 Lou Celi, Carl Robertson, Tim Neville, Tom Chard, Din Mustaffa, HansPeter Wolf, Philippe Bongrand, April Rudin, Jean-Francois Lagasse, Yoni Assia, Kendra Thompson, Dean Butler, Henning Stein, PhD, GCB.D, Peyman Pardis
About us
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 wealth 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.
- Website
-
https://www.fnz.com
External link for FNZ Group
- Industry
- Financial Services
- Company size
- 5,001-10,000 employees
- Headquarters
- London
- Type
- Privately Held
Locations
Employees at FNZ Group
Updates
-
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://lnkd.in/d3cX-ntG #OpenUpWealth #WealthManagement #FNZ #CNBC
-
https://lnkd.in/dv8icKnJ - Wealth management firms are changing the industry by investing heavily in digital innovation, leveraging AI, data, and advanced technologies to transform their businesses. By combining all layers of the wealth ecosystem into a single platform, firms can successfully consolidate data and provide holistic financial advice to advisors and customers. A global research study by FNZ Group, ThoughtLab, and Deloitte involving 250 wealth management firms and 2,000 investors, uncovers why the future of the wealth management industry is digital innovation. Watch our latest video, which explores how AI and digital innovation are enabling hyper-personalization, automating investment processes, and integrating unique individual circumstances into a comprehensive advice model. #OpenUpWealth #WealthManagement #AI #DigitalTransformation Lou Celi, Carl Robertson, Tim Neville, Tom Chard, Din Mustaffa, HansPeter Wolf, Philippe Bongrand, April Rudin, Jean-Francois Lagasse, Yoni Assia, Kendra Thompson, Tim Worner, Dean Butler, Henning Stein, PhD, GCB.D, Peyman Pardis
-
https://lnkd.in/e3r8vqu5: FNZ Group is delighted to announce the appointment of Enrique Sacau as our Chief Executive Officer for Europe. Enrique rejoins FNZ, having led our European business development efforts as Managing Director from 2014-2017. In his new role, Enrique will oversee our European business, focusing on client relationships and strategic expansion. His extensive expertise in global finance and technology will boost FNZ’s European strategy as demand increases across the continent. Welcome back, Enrique! Read the press release to find out more. #OpenUpWealth #FNZ #Europe #CEO
-
https://lnkd.in/g6UDJ7YG: Discover the latest insights and expert opinions shaping the future of the wealth management industry. Subscribe to our newsletter today! #OpenUpWealth #FNZ #Newsletter #Insights #News
-
Thanks to the FT Adviser for bringing us insights from the lang cat Advice Tech Catwalk. According to Adrian Durham, Group CEO and founder of FNZ Group, the UK has been a leader in regulation in the wealth space in a “very positive” way, creating significant opportunities for innovation. He emphasized the positive impact of the consumer-focused regulations and discussed the future of advice tech, including the need for better integration and the potential of AI to support advisers. Thanks to everyone for their involvement in this exciting event. Read the full article to find out more. https://lnkd.in/ekPr_WJb #langcat #FNZ #openupwealth #AdviceTech #Catwalk Mark Polson Alina Khan
-
Innovation is alive and well in the industry, which is a great thing. We're absolutely obsessed with solving as many of the problems in the financial advice market as possible, said Adrian Durham during the closing keynote at the lang cat #AdviceTech #Catwalk.
-
It's an exciting start to the the lang cat #AdviceTech #Catwalk 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 www.fnz.com/langcat #OpenUpWealth #thelangcat Adrian Durham, Katrina Sartorius, John Blackman, Lisa Szucs, Tom Bradley, Niall Monteith
-
1
-
https://lnkd.in/dXx-hdUU - We're excited to release our latest research paper - The Future of Adviser Communications - from Legado (joinlegado.com) and FNZ Group, 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! #OpenUpWealth #AdviserCommunication #FinancialAdvisers #FNZ #Leagado Niall Monteith. Angus Duncan-Timpson, Josif Grace, Din Mustaffa, Adrian Durham, Alastair Conway
-
We're delighted to be attending #AdviceTech #Catwalk tomorrow. If you're going, don't forget to stop by the FNZ stand and say hello! Find out more at www.fnz.com/langcat 💡🚀 #OpenUpWealth #langcatlive Adrian Durham, Katrina Sartorius, John Blackman, Lisa Szucs, Tom Bradley, Niall Monteith, the lang cat