FNZ

“Asking the right questions and picking the right forms at a given stage in a process had become a challenge for our relationship managers. Guided processes help us avoid unnecessary ping-pong with the customer.”

“We now have an excellent tool that effectively manages our client data and provides our management team with deep insights into our client base. The impact on business has been extremely positive.”

“Happy relationship managers are crucial to providing great service to clients. Now, our relationship managers have the right tools and technology to excel at their jobs. This leads to greater work satisfaction and a more intimate yet efficient service to our clients. We are delighted with the results.”

“This partnership with FNZ strengthens our position as a first mover in the space, and we’re looking forward to making smoothed funds available to more advisers as they support their clients to navigate volatility.”

“Through our partnership with FNZ, we’ve designed our new investment service to be accessible and straightforward for everyone – whether someone is an experienced investor or investing for the first time. It’s important that consumers feel confident enough to make the most of their money, particularly during challenging times.”

“With a global partner like FNZ, we have the capability to optimise the platform for advisers while continuing to rollout a packed roadmap of enhancements, from additional functionality and improved user experience to further expansion of the investment menu.”

“CFS has built deep relationships with financial advisers over many years. Those relationships have been pivotal to the rapid growth of CFS Edge in such a short space of time. We have built an integrated platform that puts advisers in the driver’s seat.”

“CareSuper and FNZ set a bold implementation target that required an incredibly close partnership and strong project governance structure. From project commencement, a streamlined one-team approach was adopted, underpinned by FNZ’s proven best-in-class delivery model. This allowed us to deliver a high-quality outcome for our members, in line with the service standards and experience our members deserve.”

“UBS has enjoyed a long relationship with FNZ settlement technology and regards it as best in class in the Australian market. We look forward to continuing our relationship with FNZ in the years to come.”

“In a fast-evolving sector we wanted a modern platform for our post-trade operations. FNZ’s Syn~Ops will provide us the necessary platform flexibility and scalability as UBS’s volumes increase over time.”

““Great complexity and increased regulatory pressure, coupled with higher demands on reliability and efficiency, make it beneficial to share the costs of platforms and together drive technological development forward,””

““Swedbank will speed up the further development of digital solutions and self-service functions where suitable in order at the same time to give customers more time for advanced advice based on their needs, wishes and personal situation. All to simplify our customers’ financial lives and ensure their financial health,””

““The new savings platform is part of our strategic effort to improve efficiency and simplify our processes and routines, while at the same time creating a stable, standardized and scalable foundation for Swedbank and the savings banks entire customer offering,””

“Aviva ESG Profiler, built in partnership with global wealth management platform FNZ, using their specialist ESG solution FNZ Impact, is an exemplar of how the global sustainable and impact investment reporting model might look.”

“By partnering with FNZ, we are able to use cutting-edge technology to better serve our investors and financial advisers, ensuring a more efficient and secure investment management process.”