Leverage Unified Analytics to Educate, Engage and Interact
KidbrookeONE can empower your financial institution to generate demand for your services reliably and responsibly through complementing your digital and hybrid journeys with engaging analytical elements.
Teaser Analytics
Engage the customer to play around with teaser simulations to understand the impact of your services on their economy
Proactive Notifications
Encourage your customers to learn more about their financial situation by sending them relevant notifications, recommending personalized strategies to achieve their financial goals.
Improved Relevancy of Your Marketing
Leverage our financial simulation engine to recommend educational resources based on the customers’ financial situations.
From first impressions to lasting loyalty
- On-going monitoring of the end-customers’ financial situation;
- Accurate modelling of taxes, fees and your institutions’ house views;
- Scenario-based what-if analysis;
- Proactive nudges, delivering actionable analytics;
- All quantitative aspects of compliance requirements.
Responsible Gamification Powered by Unified Financial Analytics
Learn more about the responsible gamification elements powered by KidbrookeONE, the unified analytics platform.
From creating an engaging onboarding experience leveraging teaser analytics to help clients deepen their understanding of their financial situation to helping users monitor and rebalance their portfolios after they become customers – our flexible solutions can support your roadmap on various stages of data readiness.
Ready to disrupt?
Reach out today.
More on Our Approach to Engagement
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The financial services sector must embrace collaboration and creativity to succeed. With a predicted increase in assets managed by robo-advisors and the rise of digital-first models, the importance of integrating advanced tech for wealth management firms to maintain a competitive edge is more important than ever. Furthermore, the growing influence of generative AI suggests that…
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Exploring how digital innovations are transforming the landscape of employee retirement planning. Amidst rising uncertainty in the pension industry, the hybrid model stands out as balancing personalised advice with the efficiency of digital tools. This strategy is shown to increase employee engagement and education, as well as significantly boost conversion rates and assets under management,…
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In today’s financial landscape, a paradigm shift is underway, driven by key trends such as sustainability concerns, multi-channel journeys, and advanced financial analytics. Wealth managers now make their first contact with customers in the digital realm, emphasizing the importance of first impressions. Advanced financial analytics at pre-onboarding enables interactive calculations, creating a personalised experience. The…
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