Wealth management platform FNZ has launched a generative artificial intelligence (AI) solution, Advisor AI, that aims to help advisers work more efficiently and deliver more personalised advice.
The next-generation AI solution is embedded directly into FNZ’s wealth management platform, supporting advisers to serve more clients at scale.
FNZ noted that financial advisers were facing growing pressure amid evolving client expectations, regulatory requirements, business growth targets, and rising operational complexity.
Its research round that 73 per cent of wealth management clients expected more personalised services over the next two years, while 70 per cent of advisers believed better technology was essential to meet these expectations.
The firm argued that Advisor AI would help address these challenges by integrating intelligent automation and AI-driven efficiencies into its platform.
Furthermore, its new AI solution looks to support decision making by generating real-time insights based on client and portfolio data, with advisers able to identify opportunities, flag risks, and personalise their recommendations.
Advisor AI also automates the client meeting lifecycle, enabling advisers to prepare for meetings using personalised insights, access content during client meetings, and use the solution to transcribe and analyse the discussions post-event.
The technology is underpinned by a dedicated AI architecture, FNZ’s AI governance framework, and alignment with regulators to ensure it meets industry standards.
This is supported by a team running continuous evaluations, testing prompts and outputs to verify performance, while ‘robust guardrails’ are built into the solution to minimise the risk of inaccuracy.
“We know advisers 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,” commented FNZ group president, Roman Regelman.
“FNZ Advisor AI changes the game. Underpinned by rigorous testing, and embedded into our market-leading adviser 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.”
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