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AI meets finance; how Kate by Kidbrooke is redefining automation

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Kidbrooke builds seamless wealth experiences leveraging predictive forecasting by accessing our financial simulation engine through its versatile APIs

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by Kidbrooke
| 10/07/2025 18:00:00

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 is on the horizon 

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