Knowledge Base Articles
Building a Cutting Edge Digital Life Insurer via OutRank® - the Financial Simulation Engine
HAYAH Insurance recently partnered with Kidbrooke® to build engaging, self-service investment journeys with OutRank®, the financial simulation engine driving HAYAH’s new goals-based financial planning experiences. HAYAH Insurance, established in 2008 and headquartered in Abu Dhabi, is the UAE’s newest and most exciting insurance company, specialising in life and medical insurance and savings products. Here HAYAH Insurance talk about the exciting partnership they have embarked upon with Kidbrooke.
Skandia case study III: Using OutRank to Enhance their Investment Customer Journeys
Skandia, the Swedish life insurance company, has ramped up its initiatives in using technology to improve the overall experience of its customers. The goal is simple – developing a digital space to offer touchpoints relevant and meaningful enough to drive engagement across all of Skandia’s channels.
Personal Accident Insurance: Would My Savings Suffice?
Today’s case study examines a real-life experience of a Swedish family who struggled to receive adequate help from the local wealth management service providers.
OutRank User Guide: The Walkthrough of the Digital Investments Use Case
Welcome to our brand-new series describing the elements of digital financial experiences you can build using OutRank API!
Steps to heaven - How to take your customers on a journey to the land of digital trust
Fredrik Daveus, CEO at Kidbrooke®, explores how to build trust in digital wealth management for the Swiss WealthTech Landscape Report 2021 by The Wealth Mosaic.
Evida Case Study: How to build an innovative financial advisor in under seven months?
Evida began its path as a family office managing a wide range of assets for wealthy families. Initially, the Swedish financial advisor outsourced the management of equity and fixed income positions to other parties. However, the combination of their interest for factor-based investments and dissatisfaction with wealth management services provided by the largest banks in Sweden, Switzerland and Luxembourg convinced Evida to build their own digital advisory service.
Press Release: Max Matthiessen Partners with Kidbrooke
We are excited to announce our recent partnership with Max Matthiessen, one of the leading Swedish insurance brokers and financial advisors, to implement our unified investment and wealth analytics suite. This collaboration marks a significant step in Max Matthiessen's commitment to enhancing its investment and wealth data and analytics capabilities.
A Step Towards Data Readiness: Improving Financial Data Aggregation
The diversity of financial data sources and forecasting requirements are common challenges that banks, insurers and investment managers face when creating digital financial journeys. Robust data management is an important prerequisite to creating personalised experiences matching the complex financial situations of consumers to relevant offerings or helping financial professionals create portfolios that meet their needs. Here, we summarise the common hurdles that firms must overcome as well as strategies to update their businesses.
The Top Trends Setting the Wealth Management Stage for Q1 2024
It is fair to conclude that sustainable investments, the rise of AI and gamification were among the most inspiring trends in the wealth management sector during the past year. The geopolitical and macroeconomic challenges are not closer to any resolution, leaving the wealth management sector to focus on clever applications of technology to ease the pressure on the margins and comply with an ever-growing number of transparency requirements.
The Role of Consistency in Building Omnichannel Financial Planning Experiences
The evolution of the financial sector in the digital era has resulted in a significant transformation, accentuated by the pandemic-induced acceleration towards digital adoption. Notably, the hybrid model of service delivery — a blend of in-person and digital interactions — has emerged as a consensus in wealth management. However, a key challenge that persists is maintaining consistency in financial planning across these interactive channels.