Automation to help differentiate
FNZ helps customers focus on differentiating and personalizing their experience by automating tasks.
This helps free up precious resources to take effective control of the advisor and end-investor experience, which FNZ can also help streamline.
Digital client experience
Digital distribution experience
Discretionary managed solutions
Front office tools, analytics
Spend fewer resources on automatable operational tasks
Tax, trust and regulatory compliance
Trading & settlement
Investment books and records
AI for automation
Artificial intelligence (AI) manifests in diverse forms, revolutionizing various facets of our global business.
Within operation, we leverage machine learning and natural language processing (NLP) to optimize automation. Our NLP-based algorithms improve communication efficiency and expedite response times, seamlessly bridging internal and external stakeholders. These cutting-edge technologies also facilitate data extraction from documents, seamlessly integrating it into platforms to streamline workflow.
AI also offers assistance in constructing optimized and personalized portfolios, meticulously aligned with unique requirements. By harnessing our advanced algorithms, we are capable of navigating through millions of accounts, identifying opportunities across asset classes for amplified returns, steady income generation, and risk reduction across the full spectrum of our customer base.