Tag: Forbes

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.

As artificial intelligence becomes increasingly embedded in the wealth management sector, the emphasis is shifting from automation to augmentation. AI is no longer seen as a replacement for financial advisors but as a valuable partner that enhances their efficiency, supports compliance, and improves client outcomes. This evolution is clearly embodied in Kidbrooke’s AI-powered solution, Kate.

As the financial industry rapidly adapts to evolving technologies and client expectations, a few critical trends are shaping its future. AI, especially generative AI,...

As we delve deeper into 2024, the embedded finance phenomenon continues to reshape the financial services sector. A Capgemini survey from 2021 revealed that over 70% of banking executives view embedded finance as a catalyst for innovation, customer base expansion, and cost reduction, predicting its market value to soar to $588bn by 2030 from $22bn in 2020. This trend positions embedded finance as a key strategic channel for banks.