Tag: Kate by Kidbrooke

Kidbrooke has warned wealth managers not to be dazzled by “features and pricing” when selecting analytics technology, arguing that the most expensive mistakes tend...

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.

The wealth management sector has seen a gradual adoption of generative AI (GenAI) and large language models (LLMs), particularly as firms look to enhance efficiency and client interactions.