Case Study: Santander achieves a fully integrated digital wealth platform with FNZ

Santander - Customer Case Study

Santander, a major global bank, faced the challenge of modernizing its legacy standalone wealth management platform to create a fully integrated digital experience within its retail banking services. To address this, they partnered with FNZ to develop a new direct-to-consumer (D2C) wealth proposition.

FNZ implemented an advanced digital platform that was fully integrated with Santander's online banking. The solution migrated £7 billion in assets and served 10 million UK customers. FNZ subsequently enhanced the platform with a robo-adviser for first-time investors and a model portfolio service for high-net-worth individuals, expanding the investment offering to over 2,000 funds.

Santander