Kidbrooke

📊 Are You Still Aggregating Your ESG and Market Data Manually? 📊 In today’s competitive market, engaging your team to spend hours preparing and collating data isn’t enough. As sustainability takes center stage, both industry and customer expectations are evolving. To stay ahead, it's essential to aggregate and update ESG and market data from multiple sources plus present it in innovative and visually compelling ways that resonate with today's conscious consumers. Relying on manual, spreadsheet-based processes is costly and introduces additional operational risks. Errors can disrupt services, inaccurate data could be communicated, and when a key individual leaves, critical knowledge often goes with them, further increasing the risk. 💫 Ready to streamline your operations and reduce these vulnerabilities? Discover how scalable solutions can aggregate and enrich your data efficiently. 🔗 Read our latest blog to learn more (link in comments) #sustainability #ESG #digitalinnovation #dataaggregation #investmentmamagement #wealthmanagement #spreadsheets #kidbrookeone

Navigating ESG Risks in Insurance  🌍 In this episode, Hans Sterte and Fredrik Davéus dive into how insurance companies must adapt their Asset Liability Management (ALM) and product development processes to stay ahead in a world where Environmental, Social, and Governance (ESG) risks, especially with climate change, are evolving rapidly. 📊 As we aggregate data from thousands of companies worldwide, the importance of maintaining consistent and high-quality data cannot be overstated. This is essential for accurate risk assessment and avoiding pitfalls like greenwashing. 🔄 Developing alternative scenarios that reflect different sustainability outcomes is key. We need to consider how these scenarios impact GDP, sectors, and overall risk-return perspectives.   👁️🗨️ ESG can be complex, but clear, simple communication is vital to help customers understand and make informed choices, and while there are countless ESG factors to consider, focusing on the most impactful ones can drive better outcomes. 🎧 Listen to the full episode to explore these insights and how your company can stay ahead within the Asset Management landscape! Spotify: https://lnkd.in/ehPacDqG Apple podcasts: https://lnkd.in/dK34wAvD Zaliia Gindullina #ESG #insurance #riskmanagement #dataquality #climatechange #sustainability #podcast #assetmanagement

👉 Improved client experiences demand robust data and advanced analytics. That's where KidbrookeONE comes in—an outcome-driven analytics and data management platform designed to mitigate operational, key-person, project, and model risks. It’s your comprehensive, fully serviced solution for all investment and wealth analytics needs. KidbrookeONE supports every stage of the financial decision-making process—whether descriptive, predictive, or prescriptive analytics. Our platform excels in prescriptive analytics, using utility-based portfolio optimisation models to deliver personalised client recommendations, next-best action suggestions, and regulated advice. Fully auditable, down to individual assumptions, KidbrookeONE adapts to specific investment universes and house views, ensuring that the advice and guidance provided are not only accurate but also tailored to meet individual client needs. 🚀 Ready to enhance your decision-making capabilities? Get in touch! #wealthmanagement #dataanalytics #financialplanning #kidbrookeone #investmentsolutions #clientexperience #personalisedadvice

🤝 Many wealth management firms miss out on a golden opportunity by letting go of customers after they execute a purchase. ❓ But what if you could keep them engaged, encourage repeat business, and strengthen your brand? The key lies in ongoing support—long after the initial transaction. By leveraging analytics-driven experiences, wealth managers can help clients set realistic financial targets, track progress, and achieve milestones. Tools like KidbrookeONE’s simulation engine enable a holistic analysis of customers' financial situations empowering them to evaluate their portfolios and make proactive decisions.Imagine sending personalised notifications that guide your clients towards their goals—whether it's investing more after a salary increase or adjusting their portfolio to match their risk preferences. ✨ By collaborating with your marketing teams and harnessing the power of personalised analytics, wealth managers can build lasting relationships and deliver truly impactful financial advice. 🎧 Tune into the full podcast to explore these strategies and more! 🔗 links in comments 👇🏼 Zaliia Gindullina Natalie Burke #wealthmanagement #customerengagement #financialanalytics #personalisedfinancialplanning #kidbrookeONE #digitaltransformation #customerretention #financialplanning #retailbanking #insurance

During the third quarter of 2024, the wealth management sector witnessed shifts, heavily influenced by sustainability, digital innovation, and regulatory adjustments. According to Kidbrooke, the escalating importance of climate risk modelling has become evident, with wealth managers integrating digital tools to meet the sophisticated demands of affluent clients. Read more here: https://lnkd.in/eUB4XSTF Natalie Burke Fredrik Davéus

As we move through Q3 2024, the wealth management industry is responding to significant shifts driven by sustainability, technological innovation, and new regulatory demands. 🌡️Climate risk modelling is gaining traction as a key practice, helping managers make informed decisions and stay ahead of compliance standards. 🖥️ Meanwhile, digital transformation, especially in markets like India, is reshaping how wealth managers engage with clients, particularly the tech-savvy younger generations. 🕵️ With the upcoming Digital Operational Resilience Act (DORA), the urgency for robust ICT risk management and data compliance has never been higher. Are you ready? 👀 Dive into our latest blog to explore these trends and discover how modern, API-driven solutions can empower your strategy and ensure your firm stays competitive. 🔗 Read the full blog - Link in comments #wealthmanagement #investmentmanagement #climaterisk #digitaltransformation #DORA #financialregulation #financialtechinnovation #sustainability #kidbrookeone

📊 In this interview with The Wealth Mosaic, our CEO, Fredrik Davéus, discusses some of the main challenges facing the wealth management industry today. 🖥 Data Quality & Aggregation: With the number of data sources increasing, ensuring high data quality and efficient aggregation is crucial. This is vital for delivering information at scale to customers, investors, fund managers, and advisors etc ✍🏼 Eliminating Manual Processes: There are still many manual, spreadsheet-based processes in place, which pose high operational and compliance risks. Moving away from these methods is essential for improving efficiency and reducing risk. 📲 Get in touch with us to learn more about how we're tackling these challenges head-on! #wealthmanagement #wealthtech #dataquality #datamanagement #sustainability #digitaltransformation #compliance #kidbrookeone

🌞 Catch up with your summer reading here🌞 If you haven't caught up yet, here are top 3 highlights you can't miss: 🎙️ Podcast 13 with Hans Sterte and Fredrik Daveus - Dive into the latest trends in the dynamic asset management field. 📊 Introducing KidbrookeONE - Discover your fully serviced home for investment and wealth analytics. Get the full scoop with this short video. 💡 From Spreadsheets to Success: Transforming Financial Analytics with KidbrookeONE - Join our CEO, Fredrik Davéus, in this insightful webinar as he discusses the shift from conventional Excel-based analytics to unified analytical platforms in the financial industry. Happy listening and watching! Link to the newsletter in comments 👇 #kidbrooke #kidbrookeone #wealthmanagement #assetmanagement #retailbanking #privatebanking #financialanalytics #digitaltransformation #summerhighlights

📊 Overwhelmed by Spreadsheets? 🙇♂️ Shifting from traditional Excel-based analytics to advanced automation platforms can save your time and drive more efficient decision-making. ❓So how can you overcome data challenges in the financial industry? 💡Acknowledging the Need for Initial Flexibility: Allowing experts to use flexible, manual tools during the early stages of the projects to explore solutions is crucial. 💡Planning for Industrialisation: Once the exploratory spreadsheets are developed, convert these into industrialised processes. 💡Mixing Business and Tech Expertise: A blend of domain and technical expertise is vital for developing and maintaining effective financial analytics solutions. 🥇 To address these issues, we developed KidbrookeONE, an integrated platform that can handle the whole analytical lifecycle, optimise workflows, mitigate risks, and deliver more efficient outcomes. KidbrookeONE supports the industrialisation of processes, ensuring your analytical solutions are scalable, robust, and adaptable to ongoing changes. As financial markets become more complex, industrializing your data processes is essential for staying competitive and achieving long-term success. To learn more, get in touch! ☎️ #datamanagement #excelchallenges #financialanalytics #financialdecisionmaking #kidbrookeone #wealthmanagement #investmentmanagement #financialplanning #retailbanking #privatebanking (edited)

🍃 Sustainability reporting is rapidly becoming an essential part of day-to-day business. 🙅🏼♀️ However small to medium-sized companies often lack the resources to spend 80+ hours creating a sustainability report. The process involves a lot of work and extensive data collection. 💡 This is where Wellfish - Sustainability reporting made simple steps in to help these companies, as well as us at Kidbrooke®, by automating sustainability reporting using financial reporting. So how does that work? 👉🏼 Wellfish - Sustainability reporting made simple aims to encourage sustainability reporting and remove the above hurdle, making it easy for smaller companies to report relevant sustainability data. 👉🏼 They facilitate this functionality through their API which means that they can access financial data by integrating with their client's bookkeeping systems. 👉🏼 For example, to calculate the entire climate impact, Wellfish reviews purchases by examining every invoice and receipt registered in the bookkeeping system. They then match this data with an emission factor or emission intensity. 🔗 Listen to the full podcast with Zaliia Gindullina, Natalie Burke and Celina Borg (link in comments) to learn how sustainability reporting is transforming the financial industry for the better. ❓ How does your company approach sustainability reporting? Share your thoughts in the comments! #sustainabilityreporting #datamanagement #financialservices #financialreporting #climateimpact