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In February 2022, FNZ acquired Appway, the leader in investor onboarding and servicing for financial institutions.
Appway’s unique onboarding functionality is now integrated into FNZ, the global, end-to-end wealth management platform.
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Your learning curve never stops. Our Academy supports you with everything from the basics to more advanced topics.
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Our e-Learning offering allows you to learn online at your own pace, following a clear training plan. The lessons combine audio, video, and interactive materials which present the relevant theory, show our solution in action, and consolidate your knowledge using quizzes. You'll also complete exercises that help you practice, revise, and connect what you learn.
In the instructor-led training, you follow a training plan structured around your knowledge and skill profile. There are three modes of delivery: Attend a scheduled public session at our training center, book a private session at your premises, or book a webinar. You can also request specific ad-hoc training sessions, customized to your specific solution.
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Insights
Press release
The strategic acquisition helps accelerate the deployment of personalised propositions at scale across the financial services industry.
Platform
Our platform enables you to combine digital and physical interactions to create personalized onboarding experiences.
Report
Discover the findings from Forrester on how wealth management firms and private banks have transformed their bottom line and increase margin by more than 10% through digital automation.
Appway’s award-winning low-code, no-code workflow automation added significant value to FNZ customers. By integrating these solutions into our end-to-end platform, we have provide more firms, advisors, and end-investors with an improved digital experience.
This change has provided Appway customers with a complementary technology stack to help improve their overall experience. Appway realized that being a single-solution, best-of-breed software limited the company’s ability to expand value to customers. Now, with FNZ, there is a wider range of value and functionality provided.
Yes, FNZ has maintained the Zurich office as a key location for continued development and integration of technology and software that enhances the full wealth management value chain.