FNZ has introduced a groundbreaking AI adviser tool, Advisor AI, to enhance efficiency and personalization in wealth management. Integrated into FNZ’s wealth management system, this generative AI solution addresses a growing demand for tailored services, with 73% of clients expecting more personalization within two years. Advisor AI provides advisers with real-time insights from client and portfolio data, allowing them to identify risks and opportunities while automating the client meeting process. This includes preparing personalized insights, surfacing relevant content during discussions, and analyzing conversations to prioritize follow-up actions. By reducing administrative tasks, advisers can devote more time to clients, delivering high-quality, personalized advice. FNZ ensures security and accuracy through a dedicated AI architecture and rigorous governance, mitigating risks associated with AI “hallucinations.” The launch follows FNZ’s partnership with Microsoft to enhance digital transformation in wealth management, with plans for global deployment later this year. FNZ serves over 650 financial institutions and manages nearly $2 trillion in assets.
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