When financial institutions evaluate analytics platforms, it can be tempting to focus on eye-catching features and pricing alone.
Yet according to insights from Kidbrooke, the real risks often lie beneath the surface. Overlooking structural weaknesses in technology can have costly long-term consequences, making it harder for wealth managers to scale, innovate, and remain compliant with fast-changing regulations.
Kidbrooke highlights three major red flags that firms should watch out for when selecting their next analytics solution.
The first is an over-reliance on narrow-scope analytics. Some providers deliver quick wins for a handful of use cases such as portfolio forecasting or risk profiling. However, when business needs evolve or regulatory frameworks shift, these solutions often struggle to keep pace. This can force wealth managers to patch together additional vendors, manage costly integrations, and deal with inconsistent client experiences.
Kidbrooke argues that its own platform, KidbrookeONE, was designed in a modular way to prevent such limitations, supporting both rapid deployment and long-term scalability.
The second warning sign is opaque or costly customisation. While many vendors promise flexibility, organisations often encounter long delays, escalating costs, and outsourced development with limited financial domain knowledge.
Kidbrooke stresses that wealth managers should ask key questions upfront: can internal teams collaborate directly with vendor developers, are customisation costs transparent, and is the technology extensible without major rework?
KidbrookeONE is positioned as a solution that embeds transparency and extensibility, helping firms adapt their tools quickly without being trapped in lengthy vendor-side processes.
Another critical factor is domain expertise. General-purpose analytics platforms may appear sophisticated but can falter when applied to financial services. Without deep understanding of compliance, investment logic, or client behaviour, firms risk misaligned solutions, regulatory pitfalls, and wasted effort in rework.
Kidbrooke emphasises that it brings financial expertise into every deployment, co-creating solutions with insurers, banks, and wealth managers to ensure both compliance and client relevance.
Looking forward, Kidbrooke advises wealth managers to seek partners that are future-proof by design. The best providers should build for scalability, support modular and agile delivery, understand both the regulatory and commercial context, and enable seamless integration through APIs, widgets, generative AI, or white-label tools. Importantly, they should also bring deep domain expertise across areas such as pensions, ESG strategies, and compliance.
KidbrookeONE, according to the company, is built around these principles. The platform supports a wide range of wealth management use cases from onboarding and investment planning to ESG preference capture and post-sale analytics. By offering a unified and modular approach, Kidbrooke positions its solution as a way for wealth managers to deliver personalisation, regulatory alignment, and next-generation client experiences.
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