FNZ Announces Strategic Partnership with Microsoft to Accelerate the Transformation of the Wealth Management Industry

FNZ Microsoft Wealth Management marks a five-year global partnership to drive AI-led digital transformation in the industry. FNZ is making the experiences of advisors and clients better by adding Microsoft Azure AI Foundry to its main platform. This makes solutions smarter and more scalable. The partnership combines FNZ’s industry-leading technology, wealth management expertise  and global reach with Microsoft’s advanced AI capabilities, cloud infrastructure and engineering  excellence.  By integrating Microsoft Azure AI Foundry at the heart of its platform, FNZ is redefining how  financial institutions, advisors and their clients interact by delivering more personalized,  intelligent and resilient digital wealth management experiences. This collaboration with  Microsoft accelerates this transformation by helping FNZ bring new solutions to market faster,  enhance client outcomes, boost advisor productivity and drive innovation across industry.  With more than 650 financial institution partners, over 26 million end investors and close to $2  trillion in assets under administration, FNZ brings scale to the partnership. This provides access  to one of the largest wealth management data sets in the world, enabling the powerful  application of AI, cloud technologies and analytics to deliver deeper insights, greater  personalization and better outcomes for advisors, clients and institutions alike. 

Partnership Highlights 

Through the partnership, FNZ will work with Microsoft to deliver advanced AI tools, drive new  technology development and collaborate on joint go-to-market initiatives, including: 

• Creating a next-generation advisor and investor experience: FNZ will integrate Azure  AI Foundry capabilities, including Azure OpenAI in Foundry Models, into its market leading platform to provide enhanced personalization, greater efficiency and a next generation user experience. 
• Innovative applications for data and analytics: FNZ will utilize Microsoft Fabric to  strengthen its data and analytics capabilities, delivering deeper insights tailored to the  unique needs of wealth managers and advisors. 
• Co-development and joint engineering: FNZ will develop new digital wealth solutions  by embedding Azure AI Foundry into FNZ’s global platform. Joint engineering teams will  accelerate product innovation, enhance platform intelligence, and deliver secure,  scalable services that strengthen risk management, compliance and resilience. FNZ will also deploy GitHub Copilot across its engineering teams to boost developer productivity  and innovation. 
• Resilience and scalability: By combining FNZ’s market-leading platform and delivery  capabilities with Microsoft’s technologies and tooling, the partnership will help create  more resilient, scalable and industrial-strength solutions for financial institutions. 
• Enhancing operational efficiency: FNZ will also deploy Microsoft 365 Copilot and  intelligent agents to support middle- and back-office processes. 
• Global joint go-to-market: FNZ will collaborate with Microsoft on joint go-to-market  activities, including the development and deployment of modular wealth solutions  through multiple channels, including the Microsoft Marketplace, alongside coordinated  global marketing initiatives and joint participation in industry events. 

Roman Regelman, Group President, FNZ, said: "FNZ has always been at the forefront of  innovation in wealth-management technology. Partnering with Microsoft allows us to accelerate our AI-led roadmap and enhances our ability to deliver personalized, intelligent and resilient  solutions to our clients, strengthening our position of leadership."  "Together, we are not just upgrading technology. We are setting a new standard for how wealth  management is delivered. Partnering with Microsoft further advances our mission to open up  wealth, by making investing more accessible to more people worldwide."  Bill Borden, Corporate Vice President, Worldwide Financial Services, Microsoft, said: “Our  partnership brings together Microsoft’s AI and cloud technologies with FNZ’s global platform and expertise in wealth management to deliver insights that will lead to more impactful and  personalized experiences for advisors and their clients. Together, we’re helping financial  institutions lead as Frontier Firms by reimagining their operations through agentic AI,  accelerating innovation, and unlocking new value across the wealth management ecosystem.”  FNZ is backed by some of the world’s largest institutional shareholders, including Caisse de  dépôt et placement du Québec (La Caisse), Canada Pension Plan Investment Board (CPP  Investments), Generation Investment Management and Motive Partners.   The FNZ Microsoft Wealth Management strategy leverages Azure AI, GitHub Copilot and Microsoft Fabric can help with compliance, productivity, and insights.