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Publishing since 2022, Kidbrooke's Insights Podcast helps financial professionals to navigate the digital transformation of their businesses. Join Natalie and Zaliia as they discuss the most important challenges faced by the evolving industry, interview leading experts in the field and share valuable strategies and actionable tips on bringing financial services into the digital era. Learn more about Kidbrooke: https://kidbrooke.com/
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Achieving Data-Readiness: A Unified Approach to Sustainability and Analytics
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In our latest episode, Edvard Sjögren, Head of Quantitative Analytics at Kidbrooke, dives into the emerging field of sustainability reporting and analytics. Learn how Kidbrooke is integrating ESG considerations into financial decision-making, helping clients to navigate the complexities of sustainability reporting and strategic planning. Key Topics…
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From Spreadsheets to Success with Fredrik Davéus: Transforming Financial Analytics with KidbrookeONE
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For this episode we tuned in to a recent webinar we hosted interviewing our CEO, Fredrik Daveus, as he discussed the transition from conventional Excel-based analytics to unified analytical platforms within the financial industry. We dived into the lifecycle of analytical needs within financial institutions, highlighting the journey from Excel-base…
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Market Data Aggregation and Investment Product Universe Management: The Pre-Requisites of Successful Digital Transformation Journeys
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32:32
For this episode we're thrilled to have Fredrik Daveus, CEO of Kidbrooke, delve into the pivotal role of market data aggregation and investment product universe management in the digitalisation of financial institutions. In This Episode: We explore the strategic development of larger financial institutions within the digital transformation landscap…
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Exploring Asset Management with Hans Sterte: A Journey through Challenges, Innovations, and ESG Considerations
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Dive into the world of asset management with Episode 13 of Kidbrooke's Insights Podcast! Join expert guests, Hans Sterte, an experienced Swedish economist with an impressive track record in asset management, and our CEO Fredrik Daveus, as they explore the latest trends in the dynamic asset management field. Discover the cutting-edge tools and metho…
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Zooming in on Sustainability Reporting and its Role in Changing the Industry for the Better
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In this twelfth episode of Kidbrooke's Insights Podcast, Zaliia Gindullina, Head of Business Development, and marketing expert Natalie Burke welcome Celina Borg from Wellfish, a sustainability advisor based in Stockholm. The conversation dives deep into sustainability reporting's evolution, impact, and future trends in wealth and investment managem…
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Democratising Financial Advice: How HAYAH Insurance Leverages Financial Analytics to Provide Personalised Service at Scale
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For this episode we thought you would really enjoy listening into a recent webinar collaboration we did with Goodacre UK, who are a leading specialist business and technology consultancy working exclusively with regulated companies and suppliers in the Financial Services sector. The topic of this webinar is Democratising Financial Advice: How HAYAH…
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Re-examining Gamification - How to create engaging and responsible financial journeys
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For our (small) milestone 10th episode, we delve into ways businesses can maintain customer engagement throughout their financial journeys. Our conversation highlights the shift toward digital financial management and the incorporation of gamification to make investing more approachable. While gamification has gained traction, it has also sparked d…
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How General-Purpose Artificial Intelligence May Change the Wealth Management Industry
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For our ninth episode we are thrilled to have a new guest on the show, Lars Larsson, the head Kidbrooke’s® UK subsidiary – Kidbrooke Technologies. In recent years the topic of artificial intelligence applications in the financial industry has gained momentum several times, so in today's podcast we thought it was time to delve into the potential imp…
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Digitalising Wealth Management: How to Build Omnichannel Customer Journeys
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For our 8th episode we thought it would be great to listen into a recent webinar collaboration we did with Goodacre UK, who are a leading specialist business and technology consultancy working exclusively with regulated companies and suppliers in the Financial Services sector. The topic of the webinar is ‘Digitalising Wealth Management: How to Buil…
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How Leveraging Financial Analytics Helps Navigate the Inflation Crisis
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In our seventh episode, we are joined by Edvard Sjögren, our head of Quantitative Analytics at Kidbrooke®. We discuss another perspective on how much financial technology can help people to try to navigate the increased uncertainty of their economic lives. The wealth management industry is likely to undergo significant changes as a result of the on…
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Despite volatile markets, rising interest rates, and a slowing economy, wealth management mergers and acquisitions set a record in the first half of 2022, with a whopping 119 deals, according to Fidelity Institutional. So, the wealth management industry doesn’t seem to be slowing down. This episode covers critical trends shaping the emerging sector…
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Responding to The Inflation Crisis: Wealth Managers and Financial Institutions
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In our fifth episode, we are joined by Erik Brodin, our Technical Expert at Kidbrooke, an ex-McKinsey Data Science lead in the Nordic region, ex-Portfolio Manager and hedge fund quant in Fixed Income. We talk about the state of the economy today, as the world seemingly heads into a recession, and we are going to explore how much financial analytics…
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How to Turn an Incumbent Wealth Manager Into a Digital Leader?
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59:37
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This time we invite you to listen to the webinar hosted by Kidbrooke in cooperation with PIMFA, where Phillip Allen is joined by our CEO Fredrik Davéus and Joakim Pettersson, Digital Strategy and Innovation Lead at Skandia, as they go through their experience of turning a traditional, face-to-face wealth manager into an omnichannel, lean, and digit…
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The Trends Review: What's Been Going on in WealthTech in the First Quarter 2022
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There were several themes that dominated the agenda the past quarter. First of all, of course, is the ongoing war in Ukraine, which is the largest armed conflict in Europe since the Second World War. We also touch upon the increased importance of data analytics in the wealth space and how this technology impacted the widespread digitalization effor…
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Digital Transformation in Wealth: Where to Begin?
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Today, we interview Fredrik Davéus, the CEO at Kidbrooke, who will share his experience of leading digital transformation in several prominent financial institutions in the Nordics and he will specifically focus on where one should start to navigate the change efficiently and reliably.By Natalie Burke, Zaliia Gindullina
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What Challenges and Opportunities Await the Wealthtech Space in 2022?
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Welcome to the very first episode of Kidbrooke’s Insights Podcast, covering the most prominent trends and the latest technological advancements in the rapidly transforming wealth management industry. Join Zaliia Gindullina and Natalie Burke as they discuss the challenges and opportunities that await the WealthTech space in 2022.…
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