FNZ has entered into a five‑year global strategic partnership with Microsoft to expand the use of artificial intelligence across its wealth management platform and services. The collaboration brings together FNZ’s distribution network and technology infrastructure with Microsoft’s AI tools and cloud services.
Under the agreement, FNZ will incorporate Microsoft Azure AI Foundry—comprising Azure OpenAI and Foundry Models—into its platform, aiming to improve personalisation, operational efficiency, and user experiences for both advisers and investors. The company also plans to adopt Microsoft Fabric to bolster its data and analytics capabilities within wealth management. GitHub Copilot will be used across FNZ’s engineering teams, while Microsoft 365 Copilot and AI agents will be implemented to support internal operations.
FNZ currently works with more than 650 financial institutions, serves over 26 million end investors, and oversees nearly USD 2 trillion in assets under administration. “Partnering with Microsoft allows us to accelerate our AI‑led roadmap and enhances our ability to deliver personalised, intelligent and resilient solutions to our clients,” said Roman Regelman, Group President of FNZ.
Bill Borden, Corporate Vice President of Worldwide Financial Services at Microsoft, said the partnership would combine Microsoft’s AI capabilities with FNZ’s global platform to provide insights aimed at improving client experiences. “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,” he said.
The companies also plan to jointly develop modular wealth solutions available through the Microsoft Marketplace and will coordinate global marketing efforts. According to FNZ, the partnership is expected to support faster development of new tools, improve adviser efficiency, and expand the platform’s scalability and personalisation features.
FNZ is backed by institutional investors including Caisse de dépôt et placement du Québec, CPP Investments, Generation Investment Management, and Motive Partners. Financial terms of the agreement were not disclosed.
