Tag: Kidbrooke

Customer engagement will not only allow wealth managers to nurture loyalty within their customers but can yield strong results by tailoring services to their needs, according to Kidbrooke.

A recent blogpost by WealthTech firm Kidbrooke has examined the key technological factors that ensure the flexibility of digital financial services.

One of the key factors for companies in the digital age is ensuring that consumers can access their information quickly and efficiently. When these processes become too slow, this can have a damaging effect on the user experience.

BigTech companies like Amazon and Google has changed the customer expectations for online experiences regardless of industry, but will these experiences be tied to the success of firms in wealth management.

As the world treads towards digitalisation, wealth management firms must keep pace with changing technologies by preparing their operations for the digital age.

Financial planning and having an investment strategy in place is far from straightforward, but Kidbrooke explains how technology can make it easier.

Balancing a comfortable daily lifestyle and financial investments is tough and makes planning for a mortgage a minefield. However, with proper tech tools, one can ensure doing so without massively altering current spending.

Financial analytics API developer Kidbrooke has teamed up with additiv to help cater to the growing demand for financial health and financial planning tools.

As the WealthTech sector continues to grow at a rapid rate, FinTech Global has named the 100 most innovative companies in the space, as part of its third annual WealthTech100 list.

Rethinking customer wealth journeys, greater adoption of sustainable finance and more social media engagement among wealth managers were the three main trends in Q4 2020.