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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 Group’s wealth management platform to deliver best-in-class services for advisers, enhancing their overall experience.
We’re delighted to share that Sanlam and FNZ Group 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.
Fantastic news! CFS Edge has reached a major milestone of A$1 billion in Funds Under Administration (FUA) in just 200 business days. In less than 10 months the platform, powered by FNZ Group, has experienced rapid growth, which has been driven by strong demand for an integrated wrap solution that meets the changing needs of today’s advice businesses and their clients.
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.
Don't Miss Our Upcoming Webinar on "The Future of Wealth: Megatrends & Innovations Transforming the Industry" 🗓 Date: Tuesday, 14 May ⏰ Time: 10:00 CET 🕒 Duration: 60 minutes This is your opportunity to gain exclusive insights from our panel of experts from FNZ Group and Deloitte. Discover how leading investment providers are leveraging AI and innovative platforms to excel in the new era of investing. Join us to explore the global dynamics and technology strategies that are reshaping the industry, with a special focus on the Nordics and Baltics. Register now to secure your spot!
At FNZ Group, we like to make an impact! Our Brno colleagues took on the challenge at the 11th annual Brno Craft running event, competing in the 5km, 10km and 21km races. Congratulations to all our amazing participants for your commitment and determination!
We’re delighted to have been recognized with two employer awards. First off, we're thrilled to have been ranked among the TOP 10 Information Technology Employers in the Czech Republic. 🏆 This recognition is based on direct feedback from students and graduates, underscoring our commitment to attracting and developing the very best talent. We’ve also secured the 2023 Outstanding Employers Award by the American Universities in China Association (AUCA) 🌟, selected from over 500 global employers. These accolades are a testament to our team's hard work and the outstanding experience we aim to provide at FNZ!
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 a FNZ. FNZ Group wishes all the women who inspire us every day, Happy International Women's Day!
Watch the exclusive TV interview between Adrian Durham, FNZ Group 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 to find out more.
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.
