Insights & news

By B. Blake Howard

ChatGPT responds to FNZ experts

ChatGPT’s reply to our feedback on how AI will impact wealth management.

• Industry Landscape
• Innovation

AI in Wealth Management: Automation, Prediction, and Hallucination

Article on how artificial intelligence is impacting wealth management, with ChatGPT vs. FNZ expert commentary.

• Industry Landscape
• Innovation

By B. Blake Howard

Home-ing in on the retirement savings gap

Article on shifting attitudes toward integrating house wealth in financial planning.

• Investor Lifestyles
• Innovation
• Industry Landscape

By Tom Chard

The advice gap and artificial intelligence

Article discussing data on and implications of the financial advice gap. Includes video.

• Industry Landscape
• Innovation

By Tom Chard

Looking around the corner, a SIFMA Ops recap

Article re-capping SIFMA Ops 2023 keynote address, including insights on technology spending and ROI.

• Industry Landscape
• Innovation

Adrian Durham interview live on Bloomberg TV

Watch the exclusive TV interview with Adrian Durham, FNZ Group CEO and Francine Lacqua, the award-winning anchor for Bloomberg…

• Industry Landscape
• Innovation

By Mark Shields

Personalization in a digital world

In a world of mass digitization, what will change the game for your wealth and asset management business in future?

• Industry Landscape

The true cost of KYC (and how FNZ makes investing more affordable)

Is saving over 70% of your onboarding cost and reducing 90% of your onboarding time, every time you verify customer identity…

• Industry Landscape

By Philippe Bongrand

Accelerating the transformation of private banking

In an interview with Finews, Philippe Bongrand, Managing Director Switzerland and Private Banking at FNZ, discusses the firm's…

• Industry Landscape

A Global Wealth Platform for the Private Banking and Wealth Management Industry

Banking CIO Outlook has recognised FNZ as a Top Digital Banking Solution Provider in Europe 2022. FNZ was recognized based on…

• Industry Landscape

Reconnecting private bankers with their clients

Getting private bankers back into business

• Industry Landscape

By Mark Shields

As regulators turn up the heat, how will you manage the complexity?

Insight from ThoughtLab wealth & asset management 4.0 study highlights how regulatory changes will create increasing complexity…

• Industry Landscape

By Mark Shields

The itch to switch: 5 reasons investors are changing wealth management providers

Insights from ThoughtLab Wealth & Asset Management 4.0 research study on the growing trend in investors switching providers.

• Industry Landscape

By Mark Shields

Debunking the myth: digital wealth management services only target the young and mass market

Insight from ThoughtLab Wealth & Asset Management 4.0 study shows digitalization is not just a phenomenon of the millennial…

• Industry Landscape

By Mark Shields

Client lifecycle management: what matters in retail and private banking

Client lifecycle management (CLM) is often proposed by technology vendors as a ready-made solution that can be applied to a…

• Industry Landscape

By Din Mustaffa

A fintech decade: reflections and predictions

The past 10 years has seen an explosion in the FinTech sector – grabbing the attention of investors, financial institutions and…

• Industry Landscape