FNZ and Microsoft join forces on AI for WealthTech

July 28, 2025

FNZ has announced a strategic five-year global partnership with Microsoft to drive the next phase of digital transformation across the wealth management industry.

The alliance will see both firms co-develop new AI-driven digital wealth solutions, combining FNZ’s global wealth platform and scale with Microsoft’s engineering strengths and Azure AI capabilities.

As part of the agreement, joint go-to-market efforts and product development initiatives will underpin the delivery of a new generation of services tailored to the evolving needs of advisors and clients.

FNZ’s platform will now integrate Microsoft’s Azure AI Foundry, including Azure OpenAI, to enable smarter and more resilient digital interactions for financial institutions and end users.

FNZ will also gain access to Microsoft Fabric to bolster its data and analytics capabilities to provider deeper insights tailored to wealth managers and advisor needs.

As part of the deal, FNZ will develop new digital wealth solutions by embedding Azure AI Foundry into its global platform. Joint engineering teams will accelerate product innovation, enhance platform intelligence and provider secure, scalable services that bolster risk management, compliance and resilience.

Other benefits from the partnership include FNZ deploying Microsoft Copilot 365 and intelligent agents, and global joint go-to-market activities.

FNZ group president Roman Regelman 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.

Microsoft corporate vice president for worldwide financial services Bill Borden 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.”