Our self-directed solutions help financial institutions accelerate their direct-to-consumer digital channel, providing options for integration with traditional advised channels.
We can either help modernize a current experience or deliver a comprehensive full-service offering.
Self-directed
The wealth management industry has undergone significant transformation, largely driven by technology modernization and passive investment options. Today’s end-investors face many choices for their savings and investing needs, including digital-only financial planning.
By providing a self-directed option, established financial institutions can create a new channel to reach digital-savvy investors. When properly integrated, these direct channels can ultimately lead end-investors into a more traditional advised model as their planning needs increase.
We help you deliver a direct-to-consumer offering efficiently.
We have direct-to-consumer technology ready to go. Working with FNZ helps accelerate your implementation or modernization efforts.
These direct-to-consumer solutions also integrate with other channels, improving overall service and enhancing cross-channel opportunities.
We can help blend self-directed and advisor-led interactions to personalize the hybrid advice experience.
Our powerful advice engines deliver tailored insights to guide financial planning activities, enhance the experience, and deliver optimal outcomes.
It is easy to configure our solutions within the FNZ Platform to meet your specific business and operating models.
This enables you to deliver your own custom brand experience, while also delivering direct financial services at scale.
Success story
Santander partnered with FNZ to develop their direct-to-consumer (D2C) platform. The advanced digital proposition was fully integrated with Santander’s online banking system.
Insights
Shifts in our industry's landscape demand wealth management providers change their thinking to attract and retain end-investors.