Kidbrooke Insights Podcast

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Kidbrooke Insights Podcast

Natalie Burke, Zaliia Gindullina

19 episodes

1 week ago

In this episode of Kidbrooke Insights, we explore one of the most important shifts happening across the UAE and the wider Middle East: the transition from traditional end-of-service benefits (EOSB) toward modern, long-term group pension and savings solutions. The UAE region is undergoing a pivotal reform moment. As employers move away from lump-sum gratuity payouts, insurers and financial institutions are now being asked to deliver sustainable, flexible retirement solutions that support long-...

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In this episode of Kidbrooke Insights, we explore one of the most important shifts happening across the UAE and the wider Middle East: the transition from traditional end-of-service benefits (EOSB) toward modern, long-term group pension and savings solutions. The UAE region is undergoing a pivotal reform moment. As employers move away from lump-sum gratuity payouts, insurers and financial institutions are now being asked to deliver sustainable, flexible retirement solutions that support long-...

Show more...

Episodes (19/19)

Kidbrooke Insights Podcast

#19 - From Gratuity to Growth – Rethinking Pensions and Savings in the UAE

In this episode of Kidbrooke Insights, we explore one of the most important shifts happening across the UAE and the wider Middle East: the transition from traditional end-of-service benefits (EOSB) toward modern, long-term group pension and savings solutions. The UAE region is undergoing a pivotal reform moment. As employers move away from lump-sum gratuity payouts, insurers and financial institutions are now being asked to deliver sustainable, flexible retirement solutions that support long-...

1 week ago

1 hour

Kidbrooke Insights Podcast

#18_AI Meets Finance; How Kate by Kidbrooke is Redefining Automation

In this episode of Kidbrooke’s Insights Podcast, host Natalie Burke sits down with CEO Fredrik Davéus to explore Kate by Kidbrooke®, a GenAI-powered solution designed to support financial institutions beyond the chatbot hype. They unpack: The story behind Kate and why it was builtHow Kate combines generative AI with deterministic financial models for reliable automationUse cases across compliance, client engagement, and advisor efficiencyWhat sets Kate apart in transparency, auditability, and...

5 months ago

48 minutes

Kidbrooke Insights Podcast

#17_Adapting to Change: The 2025 Outlooks on AI, Transparency, and the Next Generation of Investors

We're back in action for episode 17 of the Kidbrooke Insights Podcast! 😊 Join Natalie and Zaliia as they unpack the key trends shaping the financial industry in 2025. Starting with the ongoing geopolitical tensions, particularly between the US and China, driving global uncertainty and economic volatility. We explore the significant demographic changes; creating a higher demand for retirement planning, as well as emerging markets facing challenges around employment and financial inclusio...

8 months ago

39 minutes

Kidbrooke Insights Podcast

#16_Achieving Data-Readiness: A Unified Approach to Sustainability and Analytics

In our latest episode, Edvard Sjögren, Head of Quantitative Analytics at Kidbrooke, dives into the emerging field of sustainability reporting and analytics. Learn how Kidbrooke is integrating ESG considerations into financial decision-making, helping clients to navigate the complexities of sustainability reporting and strategic planning. Key Topics include: Data Management and Reporting: Understanding the impact of the Corporate Sustainability Reporting Directive (CSRD) and its challenges.Eco...

1 year ago

46 minutes

Kidbrooke Insights Podcast

#15_From Spreadsheets to Success with Fredrik Davéus: Transforming Financial Analytics with KidbrookeONE

For this episode we tuned in to a recent webinar we hosted interviewing our CEO, Fredrik Daveus, as he discussed the transition from conventional Excel-based analytics to unified analytical platforms within the financial industry. We dived into the lifecycle of analytical needs within financial institutions, highlighting the journey from Excel-based solutions for problem-solving to the critical point where these solutions become both a vital asset but also a potential risk due to operational ...

1 year ago

39 minutes

Kidbrooke Insights Podcast

#14_Market Data Aggregation and Investment Product Universe Management: The Pre-Requisites of Successful Digital Transformation Journeys

For this episode we're thrilled to have Fredrik Daveus, CEO of Kidbrooke, delve into the pivotal role of market data aggregation and investment product universe management in the digitalisation of financial institutions. In This Episode: We explore the strategic development of larger financial institutions within the digital transformation landscape.We uncover how Kidbrooke’s clients are overcoming data challenges, enhancing investment decision-making, and meeting the dynamic needs of their o...

1 year ago

32 minutes

Kidbrooke Insights Podcast

#13_Exploring Asset Management with Hans Sterte: A Journey through Challenges, Innovations, and ESG Considerations

Dive into the world of asset management with Episode 13 of Kidbrooke's Insights Podcast! Join expert guests, Hans Sterte, an experienced Swedish economist with an impressive track record in asset management, and our CEO Fredrik Daveus, as they explore the latest trends in the dynamic asset management field. Discover the cutting-edge tools and methodologies used in the industry, how it adapts to the political and economic instability of the modern world, the evolution of ALM strategies...

1 year ago

47 minutes

Kidbrooke Insights Podcast

#12_Zooming in on Sustainability Reporting and its Role in Changing the Industry for the Better

In this twelfth episode of Kidbrooke's Insights Podcast, Zaliia Gindullina, Head of Business Development, and marketing expert Natalie Burke welcome Celina Borg from Wellfish, a sustainability advisor based in Stockholm. The conversation dives deep into sustainability reporting's evolution, impact, and future trends in wealth and investment management. They discuss the challenges of sustainability data in the past, elaborate on the Corporate Sustainability Reporting Directive (CSRD), and cons...

1 year ago

30 minutes

Kidbrooke Insights Podcast

#11_Democratising Financial Advice: How HAYAH Insurance Leverages Financial Analytics to Provide Personalised Service at Scale

For this episode we thought you would really enjoy listening into a recent webinar collaboration we did with Goodacre UK, who are a leading specialist business and technology consultancy working exclusively with regulated companies and suppliers in the Financial Services sector. The topic of this webinar is Democratising Financial Advice: How HAYAH Insurance Leverages Financial Analytics to Provide Personalized Service at Scale. HAYAH Insurance, headquartered in Abu ...

2 years ago

1 hour 3 minutes

Kidbrooke Insights Podcast

Re-examining Gamification - How to create engaging and responsible financial journeys

For our (small) milestone 10th episode, we delve into ways businesses can maintain customer engagement throughout their financial journeys. Our conversation highlights the shift toward digital financial management and the incorporation of gamification to make investing more approachable. While gamification has gained traction, it has also sparked debates due to concerns about its impact on decision-making and risk assessment. We emphasize the importance of responsible engagement ...

2 years ago

25 minutes

Kidbrooke Insights Podcast

How General-Purpose Artificial Intelligence May Change the Wealth Management Industry

For our ninth episode we are thrilled to have a new guest on the show, Lars Larsson, the head Kidbrooke’s® UK subsidiary – Kidbrooke Technologies. In recent years the topic of artificial intelligence applications in the financial industry has gained momentum several times, so in today's podcast we thought it was time to delve into the potential implications of adopting general-purpose AI tools, such as ChatGPT, within the wealth management industry. We explain the technology behind ChatGPT,...

2 years ago

32 minutes

Kidbrooke Insights Podcast

Digitalising Wealth Management: How to Build Omnichannel Customer Journeys

For our 8th episode we thought it would be great to listen into a recent webinar collaboration we did with Goodacre UK, who are a leading specialist business and technology consultancy working exclusively with regulated companies and suppliers in the Financial Services sector. The topic of the webinar is ‘Digitalising Wealth Management: How to Build Omnichannel Customer Journeys'. There is an ongoing debate about physical, digital and hybrid business models in the wealth management ind...

2 years ago

1 hour 3 minutes

Kidbrooke Insights Podcast

How Leveraging Financial Analytics Helps Navigate the Inflation Crisis

In our seventh episode, we are joined by Edvard Sjögren, our head of Quantitative Analytics at Kidbrooke®. We discuss another perspective on how much financial technology can help people to try to navigate the increased uncertainty of their economic lives. The wealth management industry is likely to undergo significant changes as a result of the ongoing crisis and technology is likely to play a major role in those changes. Edvard talks about how his team at Kidbrooke is responsibl...

2 years ago

37 minutes

Kidbrooke Insights Podcast

WealthTech Trends Fourth Quarter 2022

Despite volatile markets, rising interest rates, and a slowing economy, wealth management mergers and acquisitions set a record in the first half of 2022, with a whopping 119 deals, according to Fidelity Institutional. So, the wealth management industry doesn’t seem to be slowing down. This episode covers critical trends shaping the emerging sector in the last quarter of 2022. We talk about the enforcement of sanctions against Russia, the industry's efforts to combat greenwashing, human...

2 years ago

25 minutes

Kidbrooke Insights Podcast

Responding to The Inflation Crisis: Wealth Managers and Financial Institutions

In our fifth episode, we are joined by Erik Brodin, our Technical Expert at Kidbrooke, an ex-McKinsey Data Science lead in the Nordic region, ex-Portfolio Manager and hedge fund quant in Fixed Income. We talk about the state of the economy today, as the world seemingly heads into a recession, and we are going to explore how much financial analytics can help people to try to navigate the increased uncertainty of their financial well-being.

3 years ago

19 minutes

Kidbrooke Insights Podcast

How to Turn an Incumbent Wealth Manager Into a Digital Leader?

This time we invite you to listen to the webinar hosted by Kidbrooke in cooperation with PIMFA, where Phillip Allen is joined by our CEO Fredrik Davéus and Joakim Pettersson, Digital Strategy and Innovation Lead at Skandia, as they go through their experience of turning a traditional, face-to-face wealth manager into an omnichannel, lean, and digitally empowered market leader. They discuss how Wealth Management firms can: • Manage risks and overcome common challenges linked to updating ...

3 years ago

59 minutes

Kidbrooke Insights Podcast

The Trends Review: What's Been Going on in WealthTech in the First Quarter 2022

There were several themes that dominated the agenda the past quarter. First of all, of course, is the ongoing war in Ukraine, which is the largest armed conflict in Europe since the Second World War. We also touch upon the increased importance of data analytics in the wealth space and how this technology impacted the widespread digitalization efforts in the industry. Finally, we discuss the increasing interest of tech-savvy customers in the metaverse – and what it could imply for the wealth m...

3 years ago

22 minutes

Kidbrooke Insights Podcast

Digital Transformation in Wealth: Where to Begin?

Today, we interview Fredrik Davéus, the CEO at Kidbrooke, who will share his experience of leading digital transformation in several prominent financial institutions in the Nordics and he will specifically focus on where one should start to navigate the change efficiently and reliably.

3 years ago

28 minutes

Kidbrooke Insights Podcast

What Challenges and Opportunities Await the Wealthtech Space in 2022?

Welcome to the very first episode of Kidbrooke’s Insights Podcast, covering the most prominent trends and the latest technological advancements in the rapidly transforming wealth management industry. Join Zaliia Gindullina and Natalie Burke as they discuss the challenges and opportunities that await the WealthTech space in 2022.

3 years ago

15 minutes