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Private banking & family office solutions

We provide a state-of-the-art digital platform with capabilities covering wealth management, family office and banking processes. This empowers our customers to deliver their unique value proposition to end-investors while streamlining operations and removing overhead.

Whether serving high-volume clients or complex wealth portfolios, our solutions help you to focus on what truly matters: your end-clients.

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Private Banking & Family Office

Advancing the high-net-worth experience

Private banking, family offices and wealth management firms work with some of the most complex investment situations that require high touch care.

Yet often, investors with the most sophisticated needs experience legacy systems that do not deliver the digital experience many have come to expect.

We help replace legacy technology with digital-first experiences that enable a hybrid model for high-net-worth clients.

Digital end-to-end experiences

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Achieving tech leadership in private banking

Deloitte and FNZ have collaborated on this report to provide insight into the current private banking industry and how operating models have been evolving, along with the trends that are impacting the industry.

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Press release

Bergos goes live with New Core Banking System on FNZ Platform

Bergos AG, an independent Swiss private bank specializing in wealth management, successfully launched its new core banking solution in partnership with FNZ.

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Partnering for scale

FNZ collaborated with BCG to uncover insights for wealth and asset managers who are looking for ways to accelerate digital transformations, bringing more of what advisors and end-investors want to the table – all in the most cost-efficient way.

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