In a bold move that has the potential to transform the future of wealth management, FNZ announced an unprecedented five-year strategic alliance with Microsoft. The partnership, announced today in London, brings together FNZ’s end-to-end wealth platform and extensive industry experience with Microsoft’s leading AI, cloud technologies, and global reach. Their common vision? To ignite a new generation of personalized, intelligent, and resilient digital experiences for global financial institutions, advisors, and their clients.

For FNZ—a firm already custodian of almost $2 trillion and providing services to more than 650 financial institutions and 26 million investors—this isn’t a new piece of technology. It’s taking a bold leap forward in how wealth is protected and accessed in an increasingly digital age.

“Being at the forefront has always been our goal at FNZ,” stated Roman Regelman, Group President at FNZ. “Working with Microsoft enables us to accelerate our AI-led strategy and move wealth management forward. It’s not only technology—this is about delivering better for advisors and investors, and really making wealth accessible to more people.”

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At the center of the alliance is the incorporation of Microsoft Azure AI Foundry into FNZ’s platform—basically putting AI at the center of the experience. This enables FNZ to provide hyper-personalized advice, accelerated innovation cycles, and streamlined operations. Advisors will have wiser tools, investors will receive more pertinent insights, and institutions can turn to increased scalability and resilience in digital approaches.

Bill Borden, Corporate Vice President, Worldwide Financial Services at Microsoft, echoed the transformative potential of the alliance: “By combining Microsoft’s AI and cloud capabilities with FNZ’s deep domain expertise, we’re helping financial institutions unlock new value and create richer, more impactful experiences for their clients. Together, we’re reimagining what’s possible in wealth management.”

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The partnership will also drive joint innovation, product co-development, and global go-to-market efforts. Engineering teams from both companies will collaborate closely to build next-gen digital wealth solutions that emphasize security, compliance, and adaptability—an essential mix in today’s fast-evolving financial landscape.

On the operational side, FNZ plans to deploy Microsoft 365 Copilot and other AI-powered intelligent agents to streamline back-office processes, freeing up resources and improving overall efficiency. GitHub Copilot will also be used across FNZ’s development teams to supercharge productivity and accelerate delivery timelines.

In the years ahead, clients and partners can expect to see modular AI-driven wealth solutions rolled out through various channels, including the Microsoft Marketplace—making powerful financial technology more accessible than ever before.

This partnership is more than a handshake between two global giants; it’s a shared vision of the future. A future where wealth management is smarter, faster, more inclusive—and firmly powered by innovation.

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