We are excited to announce our recent partnership with Max Matthiessen, one of the leading Swedish insurance brokers and financial advisers, to implement our unified investment and wealth analytics suite. This collaboration marks a significant step in Max Matthiessen’s commitment to enhancing its investment and wealth data and analytics capabilities.
Integration of advanced financial analytics tools
Through this partnership, Max Matthiessen is leveraging Kidbrooke’s investment and wealth data and analytics solution to enhance the delivery of mutual fund information across its self-service and advised channels. Kidbrooke’s solutions will provide robust management of aggregation and enrichment of fund information from several different third-party data sources as well as maintaining the many platform-dependent universes of investment products in an efficient way.
These tools are designed to provide comprehensive insights and a holistic overview of investment products, including important sustainability aspects, allowing Max Matthiessen to manage and analyse their vast selection of mutual funds and model portfolios effectively.
Investment Product Universe Management enables Max Matthiessen to keep track of their mutual funds and model portfolios from a sales perspective. It provides a unified platform that supports several product universes and subsegments, offering flexibility with custom analytics options and quick insights into portfolio management.
Investment Product Data Aggregation creates a consolidated view of investment product data, combining traditional mutual fund attributes with innovative features like sustainability KPIs, supporting many different third-party sources on companies as well as funds. It ensures data readiness for digital transformation, providing a single source of information for all applications and channels regarding investment product data.
Statements from Kidbrooke and Max Matthiessen
“Our collaboration with Max Matthiessen represents a significant milestone for our Unified Investment and Wealth Analytics services. By harnessing Kidbrooke’s cutting-edge analytics suite, Max Matthiessen is set to drastically improve the way investment products are managed and analysed, offering access to unparalleled internal insights and efficiency gains,” said Fredrik Davéus, CEO at Kidbrooke.
“Kidbrooke’s platform enables us to describe our funds more clearly to current and potential investors, especially from a sustainability perspective. The implementation was very smooth and fast. We are very satisfied with the cooperation,” said Niklas Söderström, CEO at Ruth Asset Management, part of Max Matthiessen
Read the original article here.
About Max Matthiessen
Max Matthiessen, founded in 1889 and based in Stockholm, Sweden, is a prominent insurance broker. The company provides a range of services, including insurance brokerage, pension insurance, life insurance, and advisory services for long-term savings. With a focus on pensions, insurance, and investment, Max Matthiessen delivers detailed advice, analysis, and administration of pension and insurance solutions.
About Kidbrooke
Established in 2011, Kidbrooke®, via their B2B financial analytics, empowers banks, insurers, and wealth managers to enhance their investment and wealth analytics capabilities and build innovative customer journeys and omnichannel financial experiences. A unified approach to investment and wealth analytics allows financial institutions to create engaging and consistent customer and advisor journeys in a fraction of the time and cost it would take to develop them from scratch. Headquartered in Sweden, with a regional office in the UK, Kidbrooke believes in a world where everyone can make educated financial decisions. For further information, please contact: info@kidbrooke.com
