FNZ: scaling personalized wealth management through AI

This approach allows clients to have an extremely personalized set of financial products and services, akin to their own private family offices, but delivered digitally and at scale.

Roman Regelman,President, FNZ

AI as the advisor's productivity engine

FNZ positions AI as a tool to amplify advisor capabilities rather than replace human judgment. The company's approach focuses on three areas:

• Compliance in seconds, not hours: FNZ's Advisor AI analyzes entire portfolios instantly to flag issues like misaligned fees, unsuitable investments, or client engagement gaps that previously required hours of manual review.
• Automating the busywork: The platform handles meeting notes, system updates, and regulatory paperwork automatically, letting advisors spend time on what matters: understanding clients and building relationships.
• Personalization at scale: With insights from 27 million investors,FNZ's AI coordinates across banks, asset managers, and other services to deliver the kind of holistic wealth management once available only to ultra-high-net-worth families.

On the manufacturing side, FNZ usesAI and agentic AI to automate operational complexity, with all developers now using tools like GitHub Copilot to increase productivity while reducing defects from manual work.

Read the full article: The AI-Powered Investment Firm

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