FNZ

Said the move marked ‘the right moment for a transition’

Part of simplified operating model

Takes tiered pricing approach

Starting with James Hay going live today

Rose stepped down from NatWest in 2023

Aviva, Aberdeen, and Nucleus part of backing

Firms have linked up since 2009

Generative AI solution intended to cut admin time and help advisers meet Consumer Duty standards

Claimants argue institutional investors received new shares and warrants on more favourable terms

Five-year deal sees Microsoft’s AI tool integrated within FNZ’s platform