Podcast/Webinar from Kidbrooke

Digitalising wealth management: How to build omnichannel customer journeys

Share this resource
company

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

View Solution Provider Profile

Connect with Kidbrooke

solution

OutRank Holistic Financial Planning

Wealth management services have traditionally been reserved for the more fortunate in society relying as they do on highly skilled labour, decades of experience and meticulous adherence to regulatory standards. However, technology now empowers asset managers to rewire their business models in order to provide high-quality, consistent financial advice to...

view solution
by Kidbrooke
| 21/12/2022 12:00:00

This week we had the pleasure of working with Goodacre UK on this webinar: 'Digitalising wealth management: How to build omnichannel customer journeys’.

There is an ongoing debate about physical, digital and hybrid business models in the wealth management industry. Watch as Stephen Pinner, Managing Director at Goodacre UK, Joakim Petterson, Digital strategy and innovation lead at Skandia, and Fredrik Daveus, CEO of Kidbrooke, discuss the omnichannel approach, how this is different and why modern wealth managers strive to adopt it.

Discover first-hand the partnership between Kidbrooke and Skandia, how they manage risks and overcome challenges, the transformation results and finally, the impact on customer relationships and engagement.