FNZ Group
29 Case Studies
A FNZ Group Case Study
Aviva, a leading UK insurance and retirement provider, sought to quickly launch a direct-to-consumer wealth management offering to expand its customer relationships. They needed this new functionality to be fully integrated into their existing MyAviva portal and required a platform that could scale across multiple business lines, including workplace pensions and advised services. They turned to global wealth management platform FNZ to address this challenge.
FNZ developed and integrated a customer-centric wealth experience for Aviva in an accelerated nine-month deployment. The solution included a direct-to-consumer platform, migrated its large adviser business, modernized its workplace pensions with MyMoney, and developed the award-winning ESG Profiler tool using FNZ Impact. This partnership resulted in one of Aviva's fastest-ever product launches, the successful migration of £24 billion in assets, over £66 billion in AUA in the UK and EU, and industry recognition for their sustainable investing offering.
Aite Novarica
Aviva