Max Matthiessen, a leading Swedish insurance broker and financial advisor established in 1889, has recently announced a partnership with Kidbrooke, a company specialising in B2B financial analytics since 2011.
Max Matthiessen is renowned for its comprehensive services in insurance brokerage, pension insurance, life insurance, and long-term savings advice. Kidbrooke, on the other hand, empowers banks, insurers, and WealthTech firms to enhance their investment and wealth analytics capabilities, fostering innovative customer journeys and omnichannel financial experiences.
The collaboration between Max Matthiessen and Kidbrooke signifies a pivotal step in Max Matthiessen’s commitment to amplifying its investment and wealth data and analytics capabilities. By integrating Kidbrooke’s advanced analytics suite, Max Matthiessen aims to elevate the management and analysis of investment products, particularly mutual funds and model portfolios, through enriched data insights and sustainability aspects.
Max Matthiessen brings to the table its vast experience in insurance brokerage and financial advisory, along with a deep understanding of the Scandinavian financial services market. Kidbrooke contributes its cutting-edge investment and wealth data analytics solution, designed to enhance the delivery of mutual fund information across various channels. This solution offers robust management of fund information aggregation and enrichment from multiple data sources, supporting a wide array of investment products and ensuring comprehensive insights into portfolio management.
This strategic alliance will enable Max Matthiessen to harness Kidbrooke’s investment product universe management and data aggregation tools. These tools are crucial for maintaining a comprehensive and consolidated view of investment product data, blending traditional mutual fund attributes with innovative sustainability KPIs. The collaboration focuses on improving transparency and efficiency in how investment products are managed and analysed, providing a unified platform for enhanced data analysis and insight generation.
Kidbrooke CEO Fredrik Davéus said, “Our collaboration with Max Matthiessen represents a significant milestone for our Unified Investment and Wealth Analytics services. By harnessing Kidbrooke’s cutting-edge analytics suite, Max Matthiessen is set to drastically improve the way investment products are managed and analysed, offering access to unparalleled internal insights and efficiency gains.”
Niklas Söderström, CEO at Ruth Asset Management, part of Max Matthiessen, said, “Kidbrooke’s platform enables us to describe our funds more clearly to current and potential investors, especially from a sustainability perspective. The implementation was very smooth and fast. We are very satisfied with the cooperation.”
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