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.

Skandia Case Study: Pioneering Seamless Digital Wealth

The financial guidance and advice services, which constitute the life insurer’s core business, were among the first to go through the transformation. Joakim Pettersson, the digital strategy and innovation lead at Skandia, believes that digitalisation is “the only way to scale financial advisory services”.

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

No Compromise on Compliance: Leverage Financial Forecasting

At Kidbrooke, as we deliver software driving the mathematics behind sophisticated digital customer journeys, we actively work with compliance functions of financial institutions. We strive to reach swift turn-around times without compromising on rules and financial regulations. On this journey, we found four areas which help us and our clients optimize time-to-market and deliver reliable and responsible services.

How to build engaging and scalable digital investment management journeys?

How can banks and insurers support people, with no training in portfolio theory, to develop confidence in managing their investments? How can they make these journeys scalable? With the right tools, it’s not only possible, but also empowering. 

How Does Predictive Technology Influence the Future of Accounting?

Although there are multiple different factors contributing to the continuous evolution of roles within the corporate financial departments, we believe that technological innovation is likely to manifest itself both as a catalyst and as a response to other exogenous triggers. Therefore, the skill set of tomorrow’s financial department employee is likely to combine expertise in finance, economics, statistics and computer science. Despite the rise of artificial intelligence, we do not think that technology would replace human labour in the short-to-medium term. However, it is very likely to expand the breadth of human capabilities and efficiency by unparalleled availability of high-quality data-driven decision-support.

Level-up Your Insurance Customers' Engagement by Leveraging Seamless Finance

One challenge faced by insurance salespeople is the inability to activate millions of sometimes dormant customer accounts because they lack the tools to engage with customers.  Companies can now quickly onboard new tools, often provided as APIs, to enhance customer engagement.  Hosting a calculation tool that allows customers to see their financial position in a simple, realistic, granular and holistic manner provides two distinct advantages: to attract new customers and retain existing customers to your franchise.