FNB trials AI tools for financial advisors

▤ Summary

FNB is piloting an AI-enabled advice platform that helps financial advisors handle administrative work and deliver more personalized planning support. The platform combines AI capabilities, financial planning calculators, and advisor tools in a shared system used by both customers and internal staff. FNB says the goal is to improve consistency, speed, and scale while keeping human advisors focused on client relationships and judgement. The bank has not named the platform publicly, but it says the solution uses a mix of third-party technologies and internal development. FNB plans a broader rollout after testing and continued expansion of the platform’s capabilities.

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