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
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🌍Expanding internationally or updating your investment offerings? Ensure your financial analytics align with your strategic roadmap. At Kidbrooke®, we understand the importance of attention to detail when it comes to risk modelling and tax considerations. Here's how we approach this: ➡️ We ensure that your products are accurately mapped to our risk universe, which we update according to your needs on an ongoing basis. ➡️ OutRank® enables our clients to choose different levels of granularity when it comes to modelling their products. ➡️ OutRank®'s software offers comprehensive tax logic, providing insights into projected returns and tax implications for each simulated scenario for whichever domicile you select. In today's dynamic financial world, staying ahead is key. A flexible, granular approach to financial analytics helps your customers navigate the ever-changing financial landscape with confidence. For the full blog, click the link in the comments #financialplanning #financialmodelling #wealth #wealthtech #financialanalytics #riskuniverse #taxmodelling #wealthmanagers #financialadvisors #investmentmanagement
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This is a very informative piece on a subject that is not going away any time soon. Financial institutions of all sizes are feeling the impact from fines and reputational damage as a result of improper handling of 'off channel' communications. Give this white paper a read and then give us a call to see how we can support you and your organization with secure, compliant and reliable communications capture across multiple channels. #compliance #textmessaging #communications #messaging
LeapXpert is proud to release the first-ever in-depth report listing and analyzing the slew of regulatory actions taken against financial institutions for non-compliant, off-channel communication since 2020. Besides summarizing what has already happened, we analyze global trends and predict where this is heading next. Thanks you RegTech Associates for authoring this wonderful report. To download and read it, click the link in the first comment. More on this in coming days.
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Injective is not just always building, but building rightly Consistently building and shaping the face of finance in web3. @Injective_ walk the talk and obviously the numbers are showing and they are visible for all to see Here is a recap of week 05 on Injective $INJ
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PSA 🔊Compliance Officers! 📣 Download this latest whitepaper now!
LeapXpert is proud to release the first-ever in-depth report listing and analyzing the slew of regulatory actions taken against financial institutions for non-compliant, off-channel communication since 2020. Besides summarizing what has already happened, we analyze global trends and predict where this is heading next. Thanks you RegTech Associates for authoring this wonderful report. To download and read it, click the link in the first comment. More on this in coming days.
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🎥 ReAcT in Action: Demonstration Video 🎥 We are excited to share a demonstration of ReAcT, our advanced actuarial reserving software. In this video, you'll see how ReAcT enhances the reserving analysis experience, offering unparalleled efficiency, accuracy, and tools for insightful decision-making. Watch the demonstration to explore some key features of ReAcT, including: - Deterministic and stochastic frameworks - Powerful analytical tools such as tail factor fitting, outlier detection, interest rate sensitivity analysis, and simulations explorer - Views manager for efficient scenario testing - Tailored report creation For more information about ReAcT and our other services, visit our website. https://lnkd.in/eT9gPHrx Follow our page for updates, insights, and more! #Nextuarial #ReAcT #ActuarialSoftware #Demonstration #Innovation #Efficiency #ActuarialExcellence
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Here’s an interesting word search to predict your new year! What do you see? 😁 Let us know in the comments below! 👇 #WordSearch #RegTech #RiskManagement #NewYear
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Achieving financial goals is a step-by-step process. Stay disciplined with Comeup.ai. #FinancialGoals #Discipline
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Have you had enough of math? Accountifi's intelligent bots are here to help, leaving you free to focus on other important things while they take care of payments, taxes, and much more. Get started with Accountifi today and simplify your financial life! #financialgrowth #intelligentautomation #getstartedtoday
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thoughtbot can help outline the right product strategy, and our partner Forecastr has the tools you need to craft a sound Financial Model. Last call to claim your spot for the upcoming financial model makeover this Thursday! https://lnkd.in/ef3eR96i If you’d like to participate in one of these events by having your financial model reviewed for free, submit yours here: https://lnkd.in/gGyQCBsi #financialmodeling #businessinsights #finance
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💡 5 Insights from My Recent Deep Dive Into Financial Advisor Websites. Lesson 1: The Domain Dilemma. A majority of advisors have domain names that are WAY too long. Whether in attempt to boost SEM or make purchasing a domain more economical, many firms include 'advisors', 'capitalmanagement', 'wealthmanagement', or similar suffixes to their domains. Even where these suffixes are easy to remember, they can still be a big tax on clients navigating to your site. Don't believe me? Go ask a 70+ year old two-finger typer to navigate to your domain. This exact scenario typing 'justincaseestates.com' at one of our pro bono events was so painful, I immediately bought jicestates.com as soon as the event was over so that I'd never have to do it again. For now, jicestates.com just redirects to justincaseestates.com, but we'll move everything over later this fall. It's no accident that 96% of the top 50 most visited websites in the US are 10 characters or less.
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Link to the September newsletter here: https://loom.ly/ApgF81w