The first half of 2025 has revealed clear shifts in wealth management, with firms moving beyond discussions of investment strategies to focus on access, personalisation, experience and automation. Kidbrooke, which offers a unified analytics solution for investment and wealth firms, recently outlined the four trends are shaping how advice is delivered, scaled and humanised across the sector.
Cost reduction remains a central theme, but the conversation has evolved towards how technology enables greater accessibility to financial advice. No longer confined to the ultra-wealthy, professional advice is reaching broader audiences thanks to digital platforms and automated tools that reduce costs for clients, as highlighted by Investopedia.
PwC’s insights on zero-based budgeting (ZBB) show how firms are challenging spending priorities and reallocating resources towards technology that enhances customer acquisition, compliance and personalised digital experiences. At Kidbrooke, clients are using KidbrookeONE to power digital advice journeys and embed analytics into onboarding, delivering actionable insights efficiently while maintaining compliance.
Despite concerns about AI diminishing human interaction in financial advice, the reality is proving different. The Australian Financial Review notes that the future of advice lies in merging technology with human skills like empathy and communication. KidbrookeONE has been designed to support this approach, providing decision-making support, personalised recommendations and powering tools like Kate, the GenAI assistant, ensuring advisers spend less time on paperwork and more on meaningful client conversations.
Women investors are increasingly reshaping the wealth landscape, controlling close to $60tn in global assets according to Forbes. However, many women are ready to switch providers if they feel underserved or patronised, creating a loyalty gap for firms that fail to personalise their services. KidbrookeONE enables wealth firms to capture client priorities during onboarding, tailor insights to life events, and use Kate to deliver relevant content, helping firms build trust with this growing client segment.
Onboarding continues to be a critical moment in the client journey, with 2025 seeing the rise of clean, frictionless, and white-labelled onboarding experiences. Kidbrooke’s platform enables firms to integrate personalised analytics within onboarding, allowing clients to receive immediate value from their data while maintaining the look and feel of the firm’s brand. With Kate guiding the process, onboarding becomes a differentiator rather than a hurdle.
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