Tag: KidbrookeONE

How digital WealthTech journeys convert clients to advisors

Morgan Stanley recently disclosed that more than $100bn migrated from digital and workplace channels into advisor-led relationships in a single year. For Kidbrooke, this...

Why consistent execution is the real Wtp challenge

The Dutch pension sector is in the midst of its most significant reform in a generation, and while the industry has invested heavily in...

Why UAE group pensions are a time-limited opportunity

The UAE group pensions market has moved from concept to live competition at remarkable speed. Following reforms to the end of service gratuity system,...

Why wealth firms must act now to win Millennials and Gen...

For decades, many wealth management firms have viewed younger investors as a future opportunity rather than a priority for today. The assumption was that...

WealthTech buying: three red flags to avoid

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

Digital-first wealth advice reshapes client expectations

The wealth management sector is entering a period of structural change, driven by shifting competition, evolving operational models, and new expectations from clients.

How KidbrookeONE de-risks digital delivery

In financial services, risks within large delivery projects rarely disappear on their own. When overlooked or deferred, they tend to resurface later in more...

How to choose the right WealthTech partner in 2025

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...

Life by Kidbrooke transforms employee benefits platform

Kidbrooke has introduced a new employee benefits platform, Life, designed to transform the management of End of Service Benefits (EOSB) in the UAE and the wider Gulf region.

Four trends reshaping wealth management in 2025

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.

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