Solution introduction
Kidbrooke's Short-to-Medium term savings API powers digital investment journeys within financial institutions. Our simulation-based approach powers innovative and insightful investment experiences, helping wealth businesses to better guide their customers towards their financial goals
Whether you need to build a fully digital investment advice service, a savings guidance journey, or to support your physical advisors with consistent, compliant and research-based analytics, our APIs provide the means to do so. OutRank enables financial institutions to produce cost-efficient and scalable investment experiences that equip your customers with seamless financial decision making tools, guiding them towards their savings goals.
Kidbrooke introduces a probability dimension to wealth journeys, powering a wide range of actionable elements of customer experiences. Depending on your strategic priorities and compliance requirements, our APIs deliver a bespoke selection of the following features:
- Risk profiling and asset allocation framework, compliant with MIFID II;
- Scenario-based what-if analysis;
- Proactive nudges, delivering actionable analytics;
- Introducing probability to goal evaluation;
- Provides all quantitative aspects of customer documentation.
