Greater operational efficiency
Time savings and reduction of manual tasks through the automation of key processes.
The future of personalized wealth management with Advice AI
The incorporation of self-generating artificial intelligence into the FNZ platform allows advisors to interact proactively and personally with clients, offer personalized advice and increase efficiency.
The challenge of scaling personalization
In todays world, every member of the wealth management ecosystem is looking for a personalized service, which can only be provided to the mass market through scalable technology.
Why choose Advice AI
Boosted advisor productivity
Tools that facilitate the preparation, execution and follow-up of meetings with less administrative effort.
Better customer experience
Structured and consistent follow-up that enables a more personalized and proactive service.
Reduction of errors and risks
Centralized and automated control that minimizes human error and ensures process compliance.
Advice AI features
Centralized customer information
Access to an advanced information tool that allows you to consult individual or global portfolios, manage alerts and share them between advisors.
AI meeting agent
Automatically generates structured notes from client meetings and allows you to create customized templates.
Workflow automation
FNZ Smart Wizard suggests and preconfigures workflows based on the results of each meeting.
Continuous real-time tracking
Access all workflows and tasks through Work Tracker to ensure continuous and organized tracking.
FAQ
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Will AI replace advisors?
No. Advice AI is designed to support advisors by automating administrative tasks, freeing them to focus on building stronger client relationships.
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How does Advice AI handle compliance?
Advice AI provides structured, auditable workflows and ensures consistent advice, meeting regulatory requirements without adding friction.