Aviva and FNZ: A New Era for Advisers
Aviva has always stood at the forefront of innovation in the financial sector. In their latest move, they have collaborated with FNZ to introduce groundbreaking technology that is set to redefine the adviser experience. This partnership signifies Aviva’s unwavering commitment to enhancing the tools and resources available to advisers, ensuring their ability to provide top-notch services to their clients.
In the wake of launching the Onshore Bond on their Adviser Platform last month, Aviva has unveiled their newest feature: the Aviva Analytics tool. Designed specifically for advisers, this new tool is now operational with select firms, marking a significant step in Aviva’s technology roadmap.
Powerful Data Insights
The Aviva Analytics tool is a sophisticated Management Information (MI) suite housed within the newly created Adviser Hub area on Aviva's Adviser Platform. What makes this tool so compelling is its ability to process large volumes of complex data seamlessly. It not only provides comprehensive reports but also allows advisers to manipulate and access data through a singular, user-friendly report interface.
Unlike traditional reporting methods that often require the exporting of data to spreadsheets, Aviva Analytics enables advisers to customize reports directly within the platform. This is achieved by filtering data based on various criteria, such as firm, investment type, product type, or individual adviser. Such capabilities will undoubtedly significantly enhance the efficiency and effectiveness of advisers in their day-to-day operations.
Strengthening the Adviser Toolkit
Additionally, Aviva has committed to further enhancements, including improved Individual Savings Account (ISA) allowance availability and a clearer overview of fees and charges. These innovations are not merely technical upgrades; they represent a concerted effort to ease the complexities advisers face while aiming to deliver high-value counsel to clients.
Al Ward, Head of Aviva Adviser Platform, expressed his excitement about the new developments, stating, "Aviva Analytics will transform how advisers generate MI for their client interactions. Its pilot phase is currently underway, and we look forward to gathering feedback from the participating firms. This collaborative approach is central to how we envision and execute our enhancements in partnership with FNZ."
A Long-standing Partnership
Aviva's teamwork with FNZ, established in 2018, has been pivotal in creating a robust platform that supports advisers. According to Alastair Conway, Group Head of FNZ UK, the collaboration is anchored in a mutual dedication to delivering innovations that genuinely benefit advisers. "Aviva Analytics exemplifies how we aim to simplify complexity and improve data accessibility. We endeavor to ensure that new tools are not only technically adept but are also genuinely beneficial and reflective of advisers' workflows."
The significance of this partnership is further underscored by their joint sponsorship of the lang cat's AdviceTech Catwalk, an event showcasing emerging technologies for advisers. Taking place on June 5, 2025, in London, this event highlights their proactive approach to ensuring that advisers have access to the latest advancements in technology.
Looking to the Future
As Aviva continues to innovate and enhance their adviser offerings, they remain committed to their mission of providing the highest quality of service to their clients. With over 325 years of experience in the insurance industry, Aviva serves more than 20.5 million customers across the UK and beyond. Their efforts to promote accessibility, sustainability, and comprehensive support for advisers reflect a future-focused approach that seeks to empower both advisers and their clients.
To learn more about Aviva’s ongoing commitment to innovation and sustainability, visit their website. Their technology-driven advancements are poised not only to facilitate a smoother operational workflow for advisers but also to create a richer, more informed experience for clients.
Conclusion
In conclusion, the launch of the Aviva Analytics tool marks a significant milestone in Aviva and FNZ’s journey towards transforming the adviser landscape. These technological advancements not only underscore Aviva’s dedication to innovation but also firmly position them as a forward-thinking leader in the financial services industry. As they look to the future, both Aviva and FNZ are preparing to take adviser support to new heights, ensuring that their tools foster growth, efficiency, and a deeper client-adviser relationship.