Kidbrooke Insights Podcast Natalie Burke, Zaliia Gindullina

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 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 technology, this podcast offers valuable insights into managing market data and your investment product universe effectively.

Links/Source material:

Podcast: Zooming in on Sustainability Reporting and its Role in Changing the Industry for the Better

Blog: A Step Towards Data Readiness: Improving Financial Data Aggregation

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 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, and the impact of ESG reporting evolution on insurers and their asset management practices.

Grab your coffee and tune in now!

Links mentioned below:
Exploring ALM in Life Insurance: Strategy, Risks, and Innovations

Zooming in on Sustainability Reporting and its Role in Changing the Industry for the Better

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 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 reporting. 

The dialogue continues on wealth and investment managers' approach to sustainability, incorporating factors into investment decisions, and adapting economic scenario generators to reflect climate change impact on economies. 

Celina underscores collaborations with accounting firms, enhancing the value of Wellfish's deliverables, as well as the complexities of assessing sustainability performance, highlighting the challenges in balancing bottom-up and top-down analysis to prevent greenwashing.

The blend of experiences, insights, and future prospects in sustainability reporting showcases its growing significance in reshaping the wealth and investment management landscape.
https://finance.ec.europa.eu/capital-markets-union-and-financial-markets/company-report[…]ng/company-reporting/corporate-sustainability-reporting_en

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 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 Transformation at HAYAH Insurance, Erik Brodin, Partner and Product expert at Kidbrooke and Stephen Pinner, Managing Director at Goodacre UK, delve into how HAYAH Insurance built their innovative financial planning journeys using Kidbrooke's cutting-edge financial simulation engine.    

Learn more about the challenges and opportunities of building and running a digital-first investment guidance business, the role of financial simulation and forecasting in delivering a superior customer experience and why it is so critical to generating demand for financial services in the future. 

Enjoy!

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 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 experiences, from pre-purchase engagement, where digital calculators and simulations help customers grasp the value of services; to post-purchase engagement, where ongoing support and tailored recommendations nurture long-term relationships. 

Links:
https://www.marketsandmarkets.com/PressReleases/gamification.asp#

https://kidbrooke.com/knowledge-base/skandia-case-study-pioneering-seamless-digital-wealth/

https://kidbrooke.com/knowledge-base/skandia-building-channel-agnostic-wealth-experiences/

https://kidbrooke.com/blog/enhance-mutual-fund-grouping-using-machine-learning/

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 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 also how we envision investment management firms using this technology today.

Links:
https://www.finextra.com/newsarticle/42034/klarna-taps-chatgpt-for-shopping-recommendations

https://www.forbes.com/sites/tomdavenport/2023/03/20/how-morgan-stanley-is-training-gpt-to-help-financial-advisors/amp/

https://www.finextra.com/newsarticle/42243/chatgpt-investment-fund-smashes-the-uks-te[…]funds?utm_medium=newsflash&utm_source=2023-5-2&member=121867

https://www.finextra.com/newsarticle/42144/chatgpts-ai-privacy-concerns-the-subject-o[…]orce?utm_medium=newsflash&utm_source=2023-4-14&member=121867

https://www.finextra.com/newsarticle/42233/generative-ai-governance-targeted-in-propo[…]ules?utm_medium=newsflash&utm_source=2023-4-28&member=121867