Video from Kidbrooke

Enhancing engagement: Proactive notifications for a modern wealth experience

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

KidbrookeONE Pension Planning

Historically, a generous defined benefit provision coupled with robust social welfare afforded a more passive approach to pension planning. Now, as average/final salary schemes continue to recede, there is a much greater personal imperative on accumulators to ensure that our lifestyles are protected in our golden years. In the UK financial advice...

view solution
by Kidbrooke
| 07/01/2025 12:00:00

In the world of financial services, maintaining strong client relationships should not end after the initial purchase. That is why companies like Skandia, one of Sweden’s largest insurers, are leading the way with innovative, real-time notifications powered by KidbrookeONE. What is the Impact?

  • Keeps clients informed and engaged with updates on their financial journey.
  • Provides timely recommendations when market changes impact portfolios.
  • Personalises interactions with tailored adjustments to keep clients on track.

By fostering continuous dialogue, Skandia ensures clients feel confident, empowered, and in control of their financial future. 🎥 Watch our latest video to discover how real-time notifications can transform client engagement and drive long-term success for wealth and investment managers.