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Welcome to the archives page of our web site. This page contains a list of all categories used to tag content through our site. If you click a category name you will get a full list of all content tagged with that particular category.

Knowledge Base Articles

Building a Cutting Edge Digital Life Insurer via OutRank® - the Financial Simulation Engine

HAYAH Insurance recently partnered with Kidbrooke® to build engaging, self-service investment journeys with OutRank®, the financial simulation engine driving HAYAH’s new goals-based financial planning experiences. HAYAH Insurance, established in 2008 and headquartered in Abu Dhabi, is the UAE’s newest and most exciting insurance company, specialising in life and medical insurance and savings products. Here HAYAH Insurance talk about the exciting partnership they have embarked upon with Kidbrooke.

Skandia case study III: Using OutRank to Enhance their Investment Customer Journeys

Skandia, the Swedish life insurance company, has ramped up its initiatives in using technology to improve the overall experience of its customers. The goal is simple – developing a digital space to offer touchpoints relevant and meaningful enough to drive engagement across all of Skandia’s channels.

Personal Accident Insurance: Would My Savings Suffice?

Today’s case study examines a real-life experience of a Swedish family who struggled to receive adequate help from the local wealth management service providers.

Skandia Case Study II: Building Channel-Agnostic Wealth Experiences

Skandia strives to build communication channels in a digital space that would match the physical experiences in engagement levels and even improve the service quality in a way that has not been achievable before.

Blog Articles

Alternatives to Gamification in Wealth Management

While the benefits of gamification could help wealth management companies to democratise investment management and empower retail investors by extending access to financial markets, it may also encourage users to trade more frequently that required and take higher risks. In an earlier post, we critiqued gamification in financial context and discussed the latest regulatory approach to these engagement techniques. In this article, we will delve into more responsible alternatives wealth managers can deploy to achieve long-term customer satisfaction and brand loyalty.  

Adaptive Transformation in Digital Wealth: Unleashing the Power of a Dynamic IT Architecture

After the transformational impact of the pandemic and the looming revolution driven by artificial intelligence, there are few voices that doubt the need to update business models with scalable and efficient digital wealth tools. However, legacy IT architecture remains an issue that keeps many executives from future-proofing their businesses. Indeed, the ever-accelerating digital wealth transformation requires an adaptable IT architecture capable of accommodating both anticipated and unforeseen changes. Therefore, in this blog post we discuss both our and our customers’ experiences of building dynamic and reasonably priced IT architectures that can evolve with your business.

Trends Shaping the Wealth Management Industry - First Quarter 2023

The past year has been witnessed to slow growth and the ongoing battle against inflation causing widespread layoffs, lean payrolls and difficulty in filling skilled positions. 2023 has already seen its first casualty. California lender Silicon Valley Bank collapsed after tech investors and startups set off a bank run. This became the second-largest bank failure in US history, after Washington Mutual in 2008. The threat of a global economic slowdown looms and businesses look for ways to thrive through the downturn. Certainly, the interplay of the factors put together will ultimately shape the story of economic growth for 2023. In wealth management, the implementation of generative AI tools, a rise in interest in embedded wealth and the consumer duty requirements are reshuffling wealth managers’ approaches to business.

How Realistic Tax Modelling and Risk Analysis Within Your Financial Planning Software Can Support Your Roadmap

As Europe grapples with inflation, financial institutions are tirelessly searching for new ways of improving their business models. Whether updating their services with digital channels, creating more financial products, or exploring untapped markets, the financial executives carry on balancing compliance and innovation in their work. If your organization is embarking on a bold expansion to new countries or updating their selection of investment products, it is critical to ensure that your financial analytics suite is attuned to your strategic roadmap. Today we sat down with Lars Larsson, partner and quantitative finance expert at Kidbrooke®, to better understand how financial organizations can leverage the granularity of modelling and a detailed approach to representation of taxes to support their complex expansion roadmaps.