Barclays, the universal bank providing retail and institutional services including investment banking, saw an opportunity to transform their significant online stockbroking services into a fully digital and market leading wealth management proposition, accessible to all of Barclays' online banking customer base
Working in close partnership, FNZ helped Barclays to deliver “Smart Investor”, a platform designed to make investing easy and accessible to all types of people, whether a complete novice or an experienced investor.
Integrated end-to-end banking and wealth management
The Smart Investor platform is fully integrated with Barclay’s online banking system, available on both desktop and mobile, providing customers with seamless access to all of their Barclays banking and investment needs in one place. Investors also have access to helpful research tools and content to make smarter investment decisions.
Smart Investor also provides an open architecture fund access, with approximately 3,000 funds available from 150 managers, and a large range of Equities, Bonds, Gilts, Exchange Traded Funds (ETFs) and Investment Trusts.
FNZ initially completed a migration of around £15 billion of assets under administration on behalf of approximately 350,000 customers onto FNZ technology, and now provides the full end-to-end service, including trade matching & CREST settlement as an outsourced service.
The partnership and offering continues to evolve as we help people to make smarter investment decisions and achieve their financial goals.