FNZ launches Advisor AI to redefine advisor productivity and scale personalized advice

FNZ launches Advisor AI to redefine advisor productivity and scale personalized advice

FNZ launches Advisor AI, a next-generation artificial intelligence solution that enables advisors to work more efficiently, engage clients more effectively, and rapidly scale the delivery of personalized adviceEmbedded directly into FNZ's market leading wealth platform, Advisor AI improves advisor productivity, enhances the client experience and reduces administrative burdenAdvisor AI is the first in a series of new AI-driven solutions FNZ will …

FNZ launches AI solution for advisers to boost efficiency

UK adviser platform FNZ has launched an AI solution for advisers, Advisor AI, which it says will help advisers work more efficiently, engage clients more effectively, and scale the delivery of personalised advice. Advisor AI will draw on FNZ's database of 650 financial institution partners and 26m investors to generate real-time insights based on client and portfolio data. The business said advisers will be able to proactively identify opportuni…

FNZ rolls out AI tool to boost adviser efficiency

FNZ has launched a new AI adviser tool designed to help advisers cut admin, personalise recommendations and serve more clients at scale. Advisor AI is a generative AI solution built directly into the platform provider’s wealth management system.