Tag: Kidbrooke

What were the big WealthTech trends in Q1 2023?

Following the rollercoaster year of 2022, 2023 looks like it could equally be full of significant changes. Having already got to the end of the first quarter, Kidbrooke has taken a look at some of the biggest trends shaping the year.

How will Generative AI impact wealth management?

Generative AI has taken the world by storm in just a matter of months. As companies look to assess whether the technology could transform their operations, will wealth management become a natural home for it?

How wealth planning software solves orphan challenge in insurance

Orphans in insurance can cause a multitude of compliance issues, and WealthTech company Kidbrooke believes wealth planning software is the way to fix the problem.

Missing financial simulation tools could cost firms customers

 With the current economic situation, if firms fail to offer their customers helpful financial simulation services they could lose customers now or in the next crisis. 

As more FinTechs focus on financial literacy – should schools be...

The financial literacy gap is still a major issue globally. While the market has seen the proliferation of FinTech companies looking to fix the problem, should schools be the place where children learn about investing or other financial services?

What wealth managers should know before using gamification

Gamification can bring a level of excitement and greater engagement to financial services, but it can delude users about the risks of investing.

What 2023 will mean for FinTech

Last year was quite the rollercoaster. As 2023 kicks off, what will the biggest developments and trends will be? Here is a look at some of those.

Kidbrooke partners with HAYAH Insurance to provide financial simulation engine

Kidbrooke, a financial analytics API developer, has partnered with HAYAH Insurance to provide the company with its financial simulation engine.

The role of digital investing in the cost-of-living crisis

As the cost-of-living crisis takes hold of the world, there are bound to be a number of challenges the financial market will need to brace for. One of the ways firms are looking to prepare for the challenge is through technology. 

How technology can improve wealth transfer

Wealth transfer is an important topic for all wealth managers, but most fail to keep hold of the heirs. But what if there was a way to boost retention rates?

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