Innovative Services and Partnerships in Financial and Insurance Sectors

Global financial services company FNZ has launched FNZ Select, a premium service tier offering select clients early access to evolving features and prioritized support for complex issues. According to Roman Regelman, FNZ's group president, this tier allows clients to influence product developments while maintaining the standard services as before. Clients opting for FNZ Select can enjoy premium features by paying additional fees.

In August 2025, FNZ announced a strategic partnership with Microsoft to leverage artificial intelligence applications, incorporating Microsoft 365 Copilot in their operations. This AI-driven tool can transcribe meetings, identify potential investment opportunities, assess risks, and deliver tailored recommendations to clients. Such advancements are poised to streamline risk management and investment decision processes significantly.

BMO, in collaboration with CME Group and Google Cloud, is advancing a tokenized cash and deposits platform geared towards institutional clients, enabling seamless fund transfers. This platform, aiming for launch by year-end, will enhance transactions in capital markets and commercial banking, focusing on business-to-business payments, treasury management, and programmable cash applications.

Meanwhile, Zocks, an AI-powered notetaking tool based in San Francisco, is facilitating the life insurance application process. By capturing detailed client information, Zocks expedites tasks such as needs analysis and suitability assessments, essential for underwriting. The tool now also includes a Canadian data center and offers French-language support for Canadian advisors.

Equitable Life of Canada policyholders gain complimentary access to New York-based Empathy's post-loss support services. These services provide estate executors and family members with resources to manage post-loss tasks, claims support, and grief counseling. Additionally, PWL Capital has adopted d1g1t’s wealth management software to bolster performance reporting and portfolio management. This platform is white-labelled for PWL and covers both English and French, accessible via client portal and mobile app, ensuring comprehensive service delivery.