FNZ has launched an adviser-focused generative artificial intelligence (AI) tool named Advisor AI, which is intended to help firms cut back on administrative work and deliver more personalised advice at scale.
The solution is embedded directly into FNZ's wealth management platform and is designed to streamline tasks such as client meeting preparation, real-time data analysis, and post-meeting transcription and follow-up. FNZ research found that 73% of wealth management clients expect more personalised advice within the next two years, while 70% of advisers believe they will need better technology to deliver it. The firm, which works with more than 650 financial institutions and has $2trn (£1.6trn) in assets on platform, said the tool allows advisers to identify risks and opportunities acros...
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