TIME FOR A BREAK
Kidbrooke's latest Newsletter is out now!
Here's a summary of what happened in September:
💥New Demo Video - See how our OutRank® solution creates an individual balance sheet-level representation of clients’ personal economy, taking it into the future according to your financial institutions’ outlooks on future economic development. Equipped with advanced tax modelling, it empowers your advisors to consider tax implications based on investment account types, income brackets and jurisdictions.
💥New Video on Consumer Duty - The overarching principles of Consumer Duty are set out to change how products and services are evaluated, priced, explained and supported, prompting the industry to recognise the need for high-performance data management, processing and analysis. This new video explains how solutions such as OutRank® promote compliance, help to achieve required standards of care for orphaned clients and foster customer engagement and improved data management.
💥New Blog on Q3 2023 Wealth Management Trends - As the industry continues navigating an increasingly difficult financial landscape, several key trends have continued reshaping how wealth is managed. Our latest blog examines the rise in importance of the environmental, social, and governance (ESG) factors, more regulatory attention to consumer treatment, more recognition of the financial analytics tools, and the deeper integration of AI, machine learning and automation.
(Link to the newsletter in comments)
DON'T FORGET TO SUBSCRIBE - follow the link and click subscribe on the top left of page.
#newsletter #demo #consumerduty #blog #financialplanning #wealthtech #wealthmanagement #digitalfinancialinnovation #digitaltools #customerengagement #outrank #api #retailbanking #privatebanking #financialadvisors #trends
Chairman Career Development Centre @BIT Sindri |Training and Placement Officer @BIT Sindri| Senior Administrative Officer @BIT Sindri |Member Secretary SIRTDO @ BIT Sindri | Professor| PhD in Plasma Physics @IIT Delhi
6moFascinating insights on the role of optimizers for discretionary investors! The exploration of calibrating trading speed and accounting for tail risks in your latest Library addition offers valuable perspectives. A thoughtful piece guiding investors toward better portfolio outcomes. Thank you for sharing this knowledge! 📈📚 #InvestmentInsights #DEShawGroup The D. E. Shaw Group