Insights & news
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By B. Blake Howard
ChatGPT responds to FNZ experts
ChatGPT’s reply to our feedback on how AI will impact wealth management.
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Industry Landscape
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Innovation
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AI in Wealth Management: Automation, Prediction, and Hallucination
Article on how artificial intelligence is impacting wealth management, with ChatGPT vs. FNZ expert commentary.
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Industry Landscape
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Innovation
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By B. Blake Howard
Home-ing in on the retirement savings gap
Article on shifting attitudes toward integrating house wealth in financial planning.
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Investor Lifestyles
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Innovation
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Industry Landscape
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By Tom Chard
The advice gap and artificial intelligence
Article discussing data on and implications of the financial advice gap. Includes video.
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Industry Landscape
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Innovation
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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.
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Industry Landscape
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Innovation
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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…
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Industry Landscape
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Innovation
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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?
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Industry Landscape
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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…
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Industry Landscape
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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…
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Industry Landscape
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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…
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Industry Landscape
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Reconnecting private bankers with their clients
Getting private bankers back into business
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Industry Landscape
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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…
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Industry Landscape
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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.
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Industry Landscape
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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…
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Industry Landscape
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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…
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Industry Landscape
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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…
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Industry Landscape
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