06 May 2025
Ask any financial adviser about their biggest pain points, and data gathering will be high on the list. Manually collecting client information – logging into different portals, chasing updates, reconciling spreadsheets – has long been an unavoidable burden.
A Deloitte study found that advisers spend up to 40% of their time on administrative tasks, much of it tied to manual data handling. It’s inefficient, error-prone, and takes time away from what really matters – delivering value to clients.
That’s why we’re excited to share that Quai Digital has partnered with Fuze to offer clients an integrated system built on open finance principles. Quai clients can integrate Fuze’s open finance capabilities to consolidate financial data from their Quai accounts and external sources, such as banks, platforms and pension providers, into a single, real-time view.
Client expectations are evolving, and regulatory pressures are increasing. To stay competitive, advisers need seamless access to real-time financial data – yet many firms are still reliant on outdated processes that create bottlenecks.
Through this partnership, Quai clients can choose to integrate Fuze’s open finance capabilities, which:
– Consolidates Quai account data with live financial data from multiple sources, including bank and credit accounts, investment platforms, and financial institutions.
– Eliminates reliance on static client updates, ensuring clients always have an accurate, up-to-date financial picture.
– Enhances transparency, giving both advisers and their clients a 360-degree view of the full financial landscape.
– Allows hyper-personalised advice, predictive analytics to anticipate client needs, and make real-time adjustments to portfolios as financial conditions change.
This is a major step towards a more connected, automated way of working – freeing advisers from admin-heavy tasks and enabling them to focus on delivering better client outcomes.
Tony Webb, CEO of Quai Digital, explains why this partnership is so important:
“At Quai, we’re always looking for ways to improve the service and experience we provide to our clients. Too many firms are still reliant on outdated, manual processes that slow them down. This partnership with Fuze changes that. By integrating real-time financial data aggregation, we’re helping our clients streamline operations and focus on delivering better client outcomes.”
Alex Simpson, Founder of Fuze, agrees:
“Advisers have been held back by fragmented financial data for too long. Partnering with Quai Digital means firms now have instant access to accurate, consolidated financial data across providers. This integration brings automation and intelligence to the process, allowing firms to make informed decisions faster and with greater confidence.”
Quai believe wealth firms should have the tools they need to focus on clients-not admin. This partnership with Fuze is part of a commitment to delivering seamless, technology-driven solutions that help firms scale efficiently.
Want to learn more about how open finance can transform your business? Feel free to get in touch through the Fuze website.
Fuze is a wealth management technology provider, offering real-time data aggregation and financial analytics to financial advisers and wealth managers. Fuze’s API-driven platform seamlessly consolidates client data from multiple financial institutions, enabling advisers to deliver hyper-personalised advice with greater accuracy and efficiency.
