UK adviser platform FNZ has launched an AI solution for advisers, Advisor AI, which it says will help advisers work more efficiently, engage clients more effectively, and scale the delivery of personalised advice.
Advisor AI will draw on FNZ’s database of 650 financial institution partners and 26m investors to generate “real-time insights based on client and portfolio data”.
The business said advisers will be able to proactively identify opportunities, flag risks and tailor their recommendations across their full book of business, driving better client outcomes.
It said Advisor AI will also automate the client meeting lifecycle, and advisers can use the service to transcribe and analyse client discussions after meetings, highlighting key points that require follow-up.
The service will be widely available later in 2025, the business said.
It comes after recent research by FNZ found that 73% of wealth management clients expect more personalised services from their adviser in the next two years, while 70% of advisers believe better technology is essential to meeting those expectations.
“We know advisers globally are already experimenting with and relying on generative AI tools, but they are looking for integrated solutions to effectively and safely support them and their clients,” said Roman Regelman, FNZ group president.
“FNZ Advisor AI changes the game. Underpinned by rigorous testing, and embedded into our market leading adviser platform, it enables advisors to spend more time with clients and deliver more reliable, faster and more personalised advice at scale. We are already seeing strong interest across our global client base and look forward to full deployment later this year.”
