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Kidbrooke Insights Podcast#18_AI Meets Finance; How Kate by Kidbrooke is Redefining AutomationIn this episode of Kidbrooke’s Insights Podcast, host Natalie Burke sits down with CEO Fredrik Davéus to explore Kate by Kidbrooke®, a GenAI-powered solution designed to support financial institutions beyond the chatbot hype.They unpack:The story behind Kate and why it was builtHow Kate combines generative AI with deterministic financial models for reliable automationUse cases across compliance, client engagement, and advisor efficiencyWhat sets Kate apart in transparency, auditability, and back-office transformationThe realities of AI adoption in finance today, plus what’s on the horizon Whether you're an innovator, advisor, or tech le...2025-06-1648 minKidbrooke Insights Podcast#17_Adapting to Change: The 2025 Outlooks on AI, Transparency, and the Next Generation of InvestorsWe're back in action for episode 17 of the Kidbrooke Insights Podcast! 😊Join Natalie and Zaliia as they unpack the key trends shaping the financial industry in 2025. Starting with the ongoing geopolitical tensions, particularly between the US and China, driving global uncertainty and economic volatility. We explore the significant demographic changes; creating a higher demand for retirement planning, as well as emerging markets facing challenges around employment and financial inclusion.The conversation turns to AI’s growing role in wealth management, highlighting how generative AI and large language models (LLMs) are transforming client interactions throug...2025-02-2539 minKidbrooke Insights Podcast#16_Achieving Data-Readiness: A Unified Approach to Sustainability and AnalyticsIn 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 include:Data Management and Reporting: Understanding the impact of the Corporate Sustainability Reporting Directive (CSRD) and its challenges.Economic Scenarios with Climate Scenarios: Progress and areas for improvement in managing and integrating sustainability data.Portfolio Analytics and Sustainability Profiling: How to e...2024-07-1546 minKidbrooke Insights Podcast#15_From Spreadsheets to Success with Fredrik Davéus: Transforming Financial Analytics with KidbrookeONEFor 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-based solutions for problem-solving to the critical point where these solutions become both a vital asset but also a potential risk due to operational vulnerabilities, critical person dependence and inherent limitations of spreadsheets. Discover how KidbrookeONE, our comprehensive analytical platform, improves financial data management and analysis processes, offering a...2024-05-2739 minKidbrooke Insights Podcast#14_Market Data Aggregation and Investment Product Universe Management: The Pre-Requisites of Successful Digital Transformation JourneysFor 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 landscape.We uncover how Kidbrooke’s clients are overcoming data challenges, enhancing investment decision-making, and meeting the dynamic needs of their operations and customers.Whether you're a finance professional aiming to understand the nuances of digital transformation or simply interested in the future of financial te...2024-03-0532 minKidbrooke Insights Podcast#13_Exploring Asset Management with Hans Sterte: A Journey through Challenges, Innovations, and ESG ConsiderationsDive 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 methodologies used in the industry, how it adapts to the political and economic instability of the modern world, the evolution of ALM strategies and the ongoing transition to more modern solutions within the function.We delve into managing risks, diversification strategies, a...2024-01-1847 minKidbrooke Insights Podcast#12_Zooming in on Sustainability Reporting and its Role in Changing the Industry for the BetterIn 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 management.They discuss the challenges of sustainability data in the past, elaborate on the Corporate Sustainability Reporting Directive (CSRD), and consider the significance of sustainability reporting in effecting tangible change in the business environment. The conversation evolves to encompass technology, specifically how Wellfish aids enterprises in automating sustainability reporting using financial...2023-11-3030 minKidbrooke Insights Podcast#11_Democratising Financial Advice: How HAYAH Insurance Leverages Financial Analytics to Provide Personalised Service at ScaleFor 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 Insurance Leverages Financial Analytics to Provide Personalized Service at Scale. HAYAH Insurance, headquartered in Abu Dhabi, is among the UAE’s most dynamic insurance pioneers specialising in life and medical insurance and savings products. Listen in as David Howard, Head of Strategy and Digital...2023-11-061h 03Kidbrooke Insights PodcastRe-examining Gamification - How to create engaging and responsible financial journeysFor 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 debates due to concerns about its impact on decision-making and risk assessment. We emphasize the importance of responsible engagement practices, discussing how gamification can strike a balance between enhancing financial literacy and potentially leading customers astray. We also showcase the role of advanced analytics in creating personalized financial exp...2023-08-1425 minKidbrooke Insights PodcastHow General-Purpose Artificial Intelligence May Change the Wealth Management IndustryFor 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 implications of adopting general-purpose AI tools, such as ChatGPT, within the wealth management industry.We explain the technology behind ChatGPT, the opportunities and concerns of using these types of technology, how it can improve the financial analytics space and a...2023-05-2632 minKidbrooke Insights PodcastDigitalising Wealth Management: How to Build Omnichannel Customer JourneysFor 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 Build Omnichannel Customer Journeys'. There is an ongoing debate about physical, digital and hybrid business models in the wealth management industry but listen in as Stephen Pinner (Managing Director at Goodacre UK), Joakim Pettersson (Digital strategy and innovation lead at Skandia) and Fredrik Dav...2023-02-211h 03Kidbrooke Insights PodcastHow Leveraging Financial Analytics Helps Navigate the Inflation CrisisIn 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 ongoing crisis and technology is likely to play a major role in those changes. Edvard talks about how his team at Kidbrooke is responsible for developing and calibrating the financial simulation engine OutRank®, how the decision-making framework is more important than ever today and t...2023-01-2637 minKidbrooke Insights PodcastWealthTech Trends Fourth Quarter 2022Despite 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 in the last quarter of 2022. We talk about the enforcement of sanctions against Russia, the industry's efforts to combat greenwashing, human-centred design, low-code and no-code software and the state of Fintech in the flagging economy. Sources:https://www.jdsupra.com/leg...2022-11-2125 minKidbrooke Insights PodcastResponding to The Inflation Crisis: Wealth Managers and Financial InstitutionsIn 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 can help people to try to navigate the increased uncertainty of their financial well-being. 2022-09-0819 minKidbrooke Insights PodcastHow to Turn an Incumbent Wealth Manager Into a Digital Leader?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 digitally empowered market leader. They discuss how Wealth Management firms can:• Manage risks and overcome common challenges linked to updating an incumbent wealth business• Follow a simple blueprint to achieve their digital ambitions and demonstrate significant improvements in customer engagement• Learn ho...2022-07-2259 min