List of FNZ Investor Onboarding Customers
London, SW1Y 4LB,
United Kingdom
Since 2010, our global team of researchers has been studying FNZ Investor Onboarding customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased FNZ Investor Onboarding for Investor Onboarding from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using FNZ Investor Onboarding for Investor Onboarding include: Aviva Insurance, a United Kingdom based Insurance organisation with 24364 employees and revenues of $40.87 billion, Credit Suisse, part of UBS Group, a Switzerland based Banking and Financial Services organisation with 28840 employees and revenues of $23.47 billion, LGT Private Banking, a Liechtenstein based Banking and Financial Services organisation with 5000 employees and revenues of $3.52 billion and many others.
Contact us if you need a completed and verified list of companies using FNZ Investor Onboarding, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The FNZ Investor Onboarding customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Aviva Insurance | Insurance | 24364 | $40.9B | United Kingdom | FNZ | FNZ Investor Onboarding | Investor Onboarding | 2015 | n/a |
In 2015 Aviva Insurance worked with FNZ to develop and rapidly deploy a fully integrated direct to consumer and adviser wealth platform in the United Kingdom, implementing FNZ Investor Onboarding within the Investor Onboarding category. The initial engagement delivered an accelerated nine month deployment and later migrated Aviva’s Adviser platform covering approximately 300,000 customers and about £24 billion assets under administration.
The FNZ Investor Onboarding implementation explicitly included investor onboarding workflows and FNZ Impact for ESG profiling, configured to support account setup, investor profiling and suitability inputs aligned with the wealth platform. Standard Investor Onboarding capabilities were applied to automate applicant verification, profile capture and policy provisioning, and configuration work focused on D2C and adviser channel variants.
Operationally the deployment unified direct to consumer and adviser channels on the FNZ platform in the UK, extending into wealth operations, adviser servicing and distribution teams. The program staged a rapid public launch followed by an adviser platform migration, preserving continuity for adviser clients while extending new onboarding and ESG profiling capabilities across business functions.
Governance and rollout were executed as a condensed program to achieve faster time to market for direct to consumer and adviser propositions, and the engagement delivered award winning sustainable investing capabilities through FNZ Impact ESG profiling.
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Credit Suisse, part of UBS Group | Banking and Financial Services | 28840 | $23.5B | Switzerland | FNZ | FNZ Investor Onboarding | Investor Onboarding | 2016 | n/a |
In 2016, Credit Suisse implemented FNZ Investor Onboarding in Switzerland to deliver a persona driven digital investor onboarding capability for its private bank. The FNZ Investor Onboarding solution sits in the Investor Onboarding category and was configured to that bank's client segments and user personas to streamline front office intake and KYC interaction.
The implementation focused on persona driven onboarding flows and end to end KYC workflows, standardizing client data capture, verification steps, and exception handling across private banking channels. FNZ Investor Onboarding was configured to support the front office onboarding experience and the downstream back office processing queues, enforcing structured data and consistent KYC stages.
Operationally the rollout covered Credit Suisse private bank operations in Switzerland and impacted both client facing teams and back office operations, moving onboarding into a single instrumented workflow. Governance changes included standardized onboarding and KYC process definitions, centralized data validation rules, and role based workflow handoffs to reduce manual rework.
As described in FNZ's case study, the deployment enabled new clients to onboard in under 15 minutes and materially reduced processing errors, while improving back office efficiency and data quality through the FNZ Investor Onboarding implementation.
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LGT Private Banking | Banking and Financial Services | 5000 | $3.5B | Liechtenstein | FNZ | FNZ Investor Onboarding | Investor Onboarding | 2019 | n/a |
In 2019, LGT Private Banking implemented FNZ Investor Onboarding to digitize and harmonize client onboarding and KYC workflows across its international private banking operations. The engagement targeted Investor Onboarding and regulatory due diligence workflows, with an initial emphasis on EMEA and a subsequent global rollout to booking centers and local teams.
The FNZ Investor Onboarding deployment configured guided onboarding processes and standardized KYC workflows to reduce administrative burden for relationship managers. Functional capabilities emphasized investor onboarding intake, regulatory due diligence orchestration, and guided task lists for relationship manager review and document collection.
Operationally the platform was provisioned across booking centers and local teams, creating a centralized point for client data capture and due diligence tracking while preserving local compliance controls. The rollout extended consistent process execution and tracking across EMEA and into global sites, enabling unified visibility of onboarding status across regions.
Governance and process changes included standardized onboarding procedures, role based access controls and workflow accountability to strengthen oversight and audit readiness. Per FNZ's case study, the implementation improved transparency and auditability of onboarding and KYC processes and reduced administrative burden for relationship managers.
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Buyer Intent: Companies Evaluating FNZ Investor Onboarding
- Hecht Kugellager, a Germany based Distribution organization with 28 Employees
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