FNZ launches advisor AI to automate meetings and reduce administrative tasks for advisors
Advisors can now automate the entire client meeting process, with preparation, in-meeting support, and post-meeting analysis handled through FNZ Advisor AI, a generative AI tool launched globally by FNZ.
The technology transcribes discussions, highlights follow-up points, and suggests the most relevant next conversations, significantly reducing administrative work and freeing up more time for client engagement.
According to FNZ research, 73 percent of wealth management clients expect more personalised services from their advisor in the next two years.
At the same time, 70 percent of advisors believe that improved technology is essential to meeting those expectations.
FNZ said its platform supports more than 650 financial institutions, over 26 million end investors, and close to $2tn in assets, giving Advisor AI access to one of the largest data sets in wealth management.
This allows the tool to generate real-time insights from client and portfolio data so advisors can flag risks, identify opportunities, and tailor recommendations across their client base.
The company added that FNZ Advisor AI integrates directly into its wealth management platform, embedding automation and AI-driven efficiencies to address rising regulatory obligations, evolving client demands, and operational complexity.
Security features include a dedicated AI architecture, FNZ’s governance framework, and alignment with regulators.
As reported by the company, a team conducts ongoing testing of prompts and outputs to validate performance. Guardrails are built in to reduce the risk of AI hallucinations and ensure accuracy.
Roman Regelman, FNZ Group President, said advisors are already experimenting with and relying on generative AI tools. “They are looking for integrated solutions to effectively and safely support them and their clients,” he said.
FNZ said its new Advisor AI has been tested and integrated into its advisor platform to help streamline client interactions.
“It enables advisors to spend more time with clients,” the company stated, adding that deployment is expected later this year.
This launch follows FNZ’s announcement of a global partnership with Microsoft aimed at expanding AI, automation, and cloud capabilities across the wealth management industry.
