One of only two multiple award winners, FNZ took home the prize in both the ‘Outstanding Wealth Management Technology Provider’ and the ‘Excellence in Customer Experience’ categories.
FNZ impressed judges with its market-leading global wealth platform, which opens up wealth by making wealth management more accessible to more people. Judges cited how FNZ allows customers to intelligently orchestrate the full range of client interactions and improve efficiencies while ensuring compliance and increasing an adviser’s ability to provide bespoke client experiences.
Wealth managers are under enormous pressure today to enhance and scale their service offering to clients while improving cost-to-serve in an increasingly complex environment characterized by stringent compliance requirements and legacy infrastructure. FNZ’s double award win at Private Banking and Wealth Management Switzerland reflects its ability to partner with customers to alleviate those pressures and make growth frictionless for both wealth managers and end investors.
FNZ’s mission is to open up wealth by partnering with the entire industry to make wealth management and financial advice accessible to more people. Today, FNZ works with over 650 financial institutions and over 8,000 wealth management firms in 21 countries including abrdn, Allianz, Aviva, Barclays, BNP Paribas Cardif, Credit Suisse, Colonial First State, Generali, Jarden, JP Morgan, LGT, Lloyds, LPL Financial, Momentum, NAB, Pictet, Quilter, Swedbank, UOB and Vanguard.
Through its global wealth management platform, FNZ enables over 20 million people from all wealth segments — including savings and retirement, affluent, and high net worth — to create wealth through long-term investment, aligned with things they care about the most, and on their own terms.
Hanspeter Wolf, Chief Technology Officer at FNZ Group, said: “We know that wealth managers and private banks need a strong partner that can manage the complete end-to-end complexity of their banking and wealth operations, allowing them to focus on delivering a unique client experience."
“FNZ continuously invests in our state-of-the-art platform which enables our customers to create hyper-personalized and innovative products and services that are seamlessly aligned with the needs of their clients. By doing so it enables wealth managers and private banks to improve cost-to-income, reduce complexity, and focus on unlocking new client opportunities."
This recognition by Private Banker International is testament to our credentials and commitment to the Swiss private banking market as we continue our mission of opening up wealth.