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 built
• How Kate combines generative AI with deterministic financial models for reliable automation
• Use cases across compliance, client engagement, and advisor efficiency
• What sets Kate apart in transparency, auditability, and back-office transformation
• The realities of AI adoption in finance today, plus what’s on the horizon

Whether you're an innovator, advisor, or tech leader in financial services, this conversation is brimming with insights on the future of AI-powered decision support.

📘 Related case studies discussed/articles:

Beyond Automation: AI in Financial Advice That Works With, Not Instead of, Your Advisors – Kidbrooke

Smarter AI Customer Support for Financial Services – Kidbrooke

Introducing Kate – Intelligent Financial Conversations Powered by KidbrookeONE – Kidbrooke

We're back in action and ready to dive in! 😊

In the 17th episode of the Kidbrooke Insights Podcast, Natalie and Zaliia dive into the pivotal trends set to shape the financial industry in 2025. They explore global uncertainty sparked by geopolitical tensions, with a special focus on potential disruptions from US-China trade conflicts and the resulting economic volatility. The conversation also covers demographic shifts, highlighting how ageing populations in developed regions are increasing the demand for retirement solutions, while emerging economies face the challenge of creating jobs and enhancing financial inclusion for younger populations.

Next up, they discuss AI's transformative role in wealth management, exploring how Generative AI and Large Language Models (LLMs) are significantly enhancing client experiences. The team also highlights the importance of structured financial models to improve reliability and trust, alongside strategies to manage associated risks.

Finally, we delve into Gen Z's investment habits, their preference for digital-first interactions, and the rising importance of transparent ESG practices to align with their expectations.

Join Natalie and Zaliia for an engaging discussion on these critical developments shaping the future of finance.

Links:

https://www.economist.com/the-world-ahead/2024/11/18/the-three-forces-that-will-shape-2025

https://www.forbes.com/councils/forbesbusinesscouncil/2024/10/21/wealth-management-trends-to-watch-in-2025/

https://www.mckinsey.com/mgi/our-research/dependency-and-depopulation-confronting-the-consequences-of-a-new-demographic-reality

https://kidbrooke.com/2024/12/12/navigating-the-promise-and-perils-of-generative-ai-in-wealth-management/

https://www.forbes.com/sites/kolawolesamueladebayo/2025/01/20/experts-predict-the-bubble-may-burst-for-ai-in-2025/

https://www.thetimes.com/article/5614dab0-5632-11e9-a8f5-a9ee11ff7e6d

https://www.economist.com/the-economist-explains/2023/06/21/how-esg-became-part-of-americas-culture-wars

https://kidbrooke.com/2024/09/20/fund-information-review-2024-sweden/

https://www.ey.com/en_pk/newsroom/2024/12/investors-shun-long-term-esg-rewards-in-quest-for-short-term-gains

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.
• Economic Scenarios with Climate Scenarios: Progress and areas for improvement in managing and integrating sustainability data.
• Portfolio Analytics and Sustainability Profiling: How to enable your clients to determine their customers’ attitudes to sustainability, and how Kidbrooke’s solutions aid companies in aligning with EU Taxonomy and the Sustainable Finance Disclosure Regulation (SFDR).
• The Future of Sustainability in Economic Analysis: Balancing engagement and value in financial services.
• Real-Life Applications: Successful implementation stories of Kidbrooke’s analytics suite.

This episode is packed with insights on how advanced analytics and sustainability data can revolutionise financial services, ensuring transparency, accountability, and strategic alignment with environmental goals.

Links:

Episde 7: https://open.spotify.com/episode/3Cj7ALWEovzK5iyTTZDWHW?si=aafcc2bea4b84dd4

EIOPA document referred to: https://www.eiopa.europa.eu/document/download/5af50854-02d9-4f74-b4fa-f0a1edea2a3e_en?filename=Guidance%20on%20the%20integration%20of%20customers%27%20sustainability%20preferences%20under%20IDD.pdf)