Wealth management platform FNZ has announced a five-year strategic agreement with Microsoft, aiming to improve the wealth management industry through technology and AI-enabled digital solutions.
The collaboration merges FNZ’s technology, wealth management knowledge, and global reach with Microsoft’s AI features, cloud infrastructure, and engineering capabilities. By embedding Microsoft Azure AI Foundry into its platform, FNZ seeks to augment how financial institutions, advisors, and their clients interact by providing tailored, intelligent, and resilient digital wealth management experiences.
By working with Microsoft, FNZ is set to be able to accelerate how it delivers new solutions to market while also improving client outcomes, scaling advisor productivity, and supporting innovation across the industry. Considering its assets, FNZ offers scale to the partnership, facilitating access to one of the largest wealth management data sets and allowing the application of AI, cloud technologies, and analytics to provide deeper insights, more personalisation, and augmented outcomes for advisors, clients, and institutions.
Key capabilities
As part of the alliance, FNZ is set to collaborate with Microsoft to offer AI tools, support new technology development, and partner on joint go-to-market initiatives, such as:
- Bringing an optimal advisor and investor experience, with FNZ integrating Azure AI Foundry capabilities, including Azure OpenAI in Foundry Models, into its platform to deliver an augmented user experience and scaled efficiency;
- Applications for data and analytics, as FNZ will utilise Microsoft Fabric to solidify its data and analytics capabilities;
- Co-development and joint engineering, with FNZ planning to create new digital wealth solutions by integrating Azure AI Foundry into its global platform;
- Resilience and scalability, offered by combining FNZ’s platform and delivery features with Microsoft’s technologies and tooling;
- Improved operational efficiency through the deployment of Microsoft 365 Copilot and intelligent agents for the middle- and back-office processes;
- Global joint go-to-market, including the development and deployment of modular wealth solutions through multiple channels, including the Microsoft Marketplace.
