Knowledge Base Articles

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.

Blog Articles

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.

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.

Charting the Golden Years: The Role of Financial Analytics in the Evolution of Retirement Planning

We delve into the transformative journey of pensions in the digital era. Emphasising the need for intuitive, visual, and engaging retirement planning we showcase how modern tools, like financial simulation engines, empower individuals to navigate their retirement with greater precision. We try to glimpse into the future of retirement by summarising takeaways from our customers’ digital transformation experiences. As the industry enters the new age, retirement decision-making becomes more informed, personalised and aligned with holistic financial well-being.

Beyond End-of-Service Gratuities: The Digital Dawn of Pension Planning in the UAE

The financial landscape in the UAE is witnessing a dynamic shift, predominantly influenced by an influx of an expatriate workforce and the challenges of catering to their pension needs. Traditionally rooted in familial support and state benefits, the UAE is now leaning into technology, particularly digital pension planning platforms like OutRank®, to democratize retirement savings and offer more personalized financial solutions. Supported by progressive governmental initiatives such as the 'Get Ready - Proactive Financial Planning' campaign and DIFC Employee Workplace Savings initiative, the region is making strides in filling the pension gap. As the UAE spearheads innovative pension planning solutions, it stands on the brink of setting a standard in the digital era's retirement blueprint.