Wealth management platform FNZ has entered a five-year strategic partnership with Microsoft aimed at accelerating digital transformation across the wealth management industry.

The global partnership will look to use technology, innovation, and AI-driven digital solutions to meet its target of driving value for financial institutions and their clients.

FNZ’s wealth management expertise will be combined with Microsoft’s AI capabilities, cloud infrastructure, and engineering expertise.

FNZ will integrate the Microsoft Azure AI Foundry into its platform to provide more personalised, intelligent, and resilient digital wealth management services.

It stated that the partnership would accelerate these changes by helping the platform bring new solutions to the market faster, improve client outcomes, boost adviser productivity, and drive innovation.

Through the collaboration, FNZ will work with Microsoft to deliver advanced AI tools, drive new technology development, and work together on go-to-market initiatives.

These initiatives include: the integration of Microsoft’s Azure AI Foundry into FNZ’s platform; the utilisation of Microsoft Fabric to improve data and analytics; the development of new digital wealth solutions; and the development and deployment of modular wealth solutions through multiple channels.

“Partnering with Microsoft allows us to accelerate our AI-led roadmap and enhances our ability to deliver personalised, intelligent and resilient solutions to our clients, strengthening our position of leadership," said FNZ group president, Roman Regelman.

"Together, we are not just upgrading technology. We are setting a new standard for how wealth management is delivered. Partnering with Microsoft further advances our mission to open up wealth, by making investing more accessible to more people worldwide."

Microsoft corporate vice president, worldwide financial services, Bill Borden, added: “Our partnership brings together Microsoft’s AI and cloud technologies with FNZ’s global platform and expertise in wealth management to deliver insights that will lead to more impactful and personalised experiences for advisers and their clients.

“Together, we’re helping financial institutions lead as frontier firms by reimagining their operations through agentic AI, accelerating innovation, and unlocking new value across the wealth management ecosystem.”

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