Implementation

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Knowledge Base Articles

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.

Blog Articles

Be seen to be believed: Using financial simulation to inspire your clients

Remembering her Majesty the Queen of the United Kingdom, Elizabeth the II, she often said that her public appearances were important because “I must be seen to be believed.” How can wealth managers help clients visualize their financial plans? Using technology to simulate different scenarios, provide analytics and keep clients engaged is one way to proceed.

Three Emerging Business Models for Embedded Wealth

The rise of buy-now-pay-later unicorns such as Klarna and the dominance of payment solutions in the fintech agenda hint on the overarching embedded finance trend, the practice of incorporating financial services into other businesses in relevant contexts. Although the economic downturn poses significant challenges to the fintech industry, it is likely that we shall see more solutions within the embedded finance space. Today we focus on embedded wealth, another subsector of this industry.

Employer Branding: Using technology to promote pension awareness

Taking chances on new technology is not often a priority for human resource executives. They strive to achieve various objectives around recruitment, retention and productivity, but not on adopting innovation. However, achieving these objectives may be dramatically accelerated by the intelligent use of technology. Today's blog focuses on the best practices related to pension planning for employees, and how a cooperation between the corporate human resources and financial functions leads to your employees’ confidence in tomorrow.

Outside In: Iterate to Innovate

New technology is often implemented by large companies to solve specific problems. Once the initial purpose has been achieved, the technology becomes part of the business as usual or “BAU” infrastructure. But instead of relegating a new functionality to the “new normal” category, it is useful to consider it as a catalyst for change – both in external, customer facing projects and in internal, IT development planning. Skandia, Sweden’s largest insurance company, implemented OutRank to offer customers a superior tool to better understand their pensions and investments. Working together with the Kidbrooke team, the Skandia executives saw the positive impact that a user-friendly customer interface had on sales as well as customer retention.