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.
Setting up OutRank®, the Financial Forecasting Software
Suppose your organization decided to leverage OutRank®, the financial forecasting API, in its digital and hybrid financial journeys. Where do you start and how do you ensure you get the most out of our analytics? We talked to Kidbrooke®’s Customer Success Team to shed some light on the onboarding and maintenance processes, the client requirements and internal expertise needed to ensure that our clients achieve their goals using our technology.
Gamification and Simulation tools: Enhancing the Wealth Management Customer Experience
Managing your savings is not what it used to be a few decades ago. Despite rising interest, it was far too intimidating to invest without having an in depth understanding of how financial markets operate. However, this took a turn when more financial services companies embraced the incorporation of gamification. Elements such as points, badges, and leaderboards were put into non-game contexts. Gamification has since been gaining traction after wealth managers saw an increase in engagement and motivation among users.
No Compromise on Compliance: Leverage Financial Forecasting
At Kidbrooke, as we deliver software driving the mathematics behind sophisticated digital customer journeys, we actively work with compliance functions of financial institutions. We strive to reach swift turn-around times without compromising on rules and financial regulations. On this journey, we found four areas which help us and our clients optimize time-to-market and deliver reliable and responsible services.