By Amber Hickman |
Wealth management platform provider FNZ has entered a five-year strategic partnership with Microsoft to help accelerate the transformation of the industry.
By integrating Microsoft Azure AI Foundry at the heart of its platform, FNZ aims to transform how financial institutions, advisors and their clients interact by delivering more personalised, intelligent and resilient digital wealth management experiences.
“Together, we are not just upgrading technology,” said Roman Regelman, group president at FNZ. “We are setting a new standard for how wealth management is delivered. Partnering with Microsoft further advances our mission to open up wealth, by making investing more accessible to more people worldwide.”
FNZ will also use Microsoft Fabric to strengthen its data and analytics capabilities, deploy GitHub Copilot across its engineering teams to boost developer productivity, and collaborate with Microsoft on joint go-to-market activities including the development and deployment of modular wealth solutions.
“Our partnership brings together Microsoft’s AI and cloud technologies with FNZ’s global platform and expertise in wealth management to deliver insights that will lead to more impactful and personalised experiences for advisors and their clients,” said Bill Borden, corporate vice president of worldwide financial services at Microsoft. “Together, we’re helping financial institutions lead as frontier firms by reimagining their operations through agentic AI, accelerating innovation and unlocking new value across the wealth management ecosystem.