Capturing the direct channel opportunity
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.

Integrated for improved end-investor engagement

• Accelerating opportunities - 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.
• Personalized experience - 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.
• Configurable system - 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.