FNZ, the global wealth management platform, has launched ‘Advisor AI’, a generative AI tool built into its platform to help advisers improve productivity, deliver more personalised advice and serve clients more efficiently.
The tool uses intelligent automation and wealth management data sets, 650 institutions, 26 million investors and nearly $2 trillion in assets to provide real-time insights.
FNZ says advisers will be able to identify opportunities, manage risks and tailor advice across their entire client base. The tool automates the client meeting process, from preparation and in-meeting support to transcription, analysis and follow-up, which reduces admin.
Advisor AI is built on FNZ’s AI framework, and according to the platform, it is aligned with regulators and includes safeguards to ensure accuracy and trust.
FNZ research shows 73 per cent of clients want more personalised services within two years, and 70 per cent of advisers say better technology is essential.
FNZ Group president Roman Regelman says: “We know advisors globally are already experimenting with and relying on generative AI tools, but they are looking for integrated solutions to effectively and safely support them and their clients.”
“FNZ Advisor AI changes the game. Underpinned by rigorous testing, and embedded into our market leading advisor platform, it enables advisors to spend more time with clients and deliver more reliable, faster and more personalized advice at scale. We are already seeing strong interest across our global client base and look forward to full deployment later this year.”
