FNZ Unveils Advisor AI for Wealth Management

August 20, 2025 • FinTech News

FNZ has launched Advisor AI, a generative AI-powered solution aimed at transforming financial advice worldwide. The launch arrives as financial advisors face rising client demands, stricter regulations, and operational pressures. According to FNZ research, 73% of wealth management clients expect more personalised services within two years, while 70% of advisors see advanced technology as crucial to meeting these expectations.

FNZ operates one of the world’s largest wealth management ecosystems, combining technology, infrastructure, and investment operations to help financial institutions deliver services more efficiently. Advisor AI integrates directly into FNZ’s platform, bringing automation and data-driven insights to advisors. Its features include AI-powered risk identification, personalised recommendations, and enhanced decision-making support.

A key highlight is its ability to automate the client meeting lifecycle. Advisors can prepare with tailored insights, access relevant content during conversations, and rely on AI for transcription, analysis, and follow-up action points. This reduces administrative burden, allowing advisors to focus on meaningful client interactions and value-added services.

FNZ emphasizes that security and governance underpin Advisor AI. The platform is built with a dedicated AI architecture, a robust governance framework, and close alignment with regulatory standards. Safeguards such as continuous evaluation, prompt testing, and embedded controls help minimize risks like AI hallucinations, ensuring reliability and accuracy.

Roman Regelman, FNZ’s group president, said that advisors are already experimenting with generative AI but need integrated, safe solutions. He called Advisor AI a “game-changer,” allowing advisors to spend more time with clients and deliver faster, personalized advice at scale.

The launch follows FNZ’s recent global strategic partnership with Microsoft, further strengthening its capabilities in AI, automation, and cloud technology. The company expects widespread adoption across its global client base later this year.