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 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 inclusion.

The conversation turns to AI’s growing role in wealth management, highlighting how generative AI and large language models (LLMs) are transforming client interactions through personalised, intuitive digital experiences. We look at the importance of structured financial models to ensure reliability, mitigate risks, and maintain client trust.

Lastly, Natalie and Zaliia unpack Gen Z’s investment habits, their expectation for authenticity, digital-first experiences and the rising trend of “finfluencers”. We discuss the growing emphasis on transparency, especially for investors prioritising authentic ESG commitments.

Tune in as Natalie and Zaliia discuss these fascinating shifts shaping the future of the financial industry.

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)