FNZ Group B2B Case Studies & Customer Successes

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FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. They know the foundation to do that already exists in the wealth management industry, but complexity holds firms back. They created wealth’s growth platform to help. They provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution.

Case Studies

Showing 29 FNZ Group Customer Success Stories

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Aberdeen scales a leading UK IFA platform with FNZ Group

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Aviva accelerates digital wealth, adviser, workplace and ESG investing with FNZ

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AXA reduces inquiry response times with FNZ digitization solutions

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Barclays transforms online stockbroking into a digital wealth platform with FNZ

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Bergos achieves a modern core banking transformation with FNZ Platform

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CareSuper partners with FNZ to launch enhanced Direct Investment Option platform

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Centrepoint Alliance and FNZ Announce the Launch of IconiQ Investment Platform

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Colonial First State accelerates adviser growth with FNZ

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Consilium - Customer Case Study

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Findex achieves a unified wealth platform with FNZ Group

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Generali achieves a fully digital pension proposition with FNZ

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Investec Bank Switzerland achieves seamless onboarding and improved compliance with FNZ

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LGT harmonizes global client onboarding with FNZ

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M&G partners with FNZ to expand access to £64bn PruFund range across UK platforms

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Pictet accelerates digital onboarding and compliance with FNZ Group

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Quilter transforms its wealth platform with FNZ

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Raymond James Ltd. Announces Strategic Investment in Next-Generation Wealth Management Platform

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Sanlam Collective Investments streamlines major investor migration with FNZ's wealth management platform

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Santander achieves a fully integrated digital wealth platform with FNZ

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SAVR - Customer Case Study

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Singlife launches a digital-first insurance platform with FNZ

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Swedbank invests in new platform for savings

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UBS Australia achieves post-trade operational optimization with FNZ Syn~Ops

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UBS Switzerland accelerates digital onboarding with FNZ

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UniCredit selects FNZ to transform its securities services offering

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UOB Asset Management achieves scalable digital investment distribution with FNZ

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Vanguard builds a modern, customer-centric investment platform with FNZ

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Virgin Money creates a simpler digital investing experience with FNZ

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Wesleyan accelerates platform push with FNZ partnership

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