We're back in action for episode 17 of the Kidbrooke Insights Podcast! 😊

Join Natalie and Zaliia as they unpack the key trends shaping the financial industry in 2025.

Starting with the ongoing geopolitical tensions, particularly between the US and China, driving global uncertainty and economic volatility. We explore the significant demographic changes; creating a higher demand for retirement planning, as well as emerging markets facing challenges around employment and financial inclusion.

The conversation turns to AI’s growing role in wealth management, highlighting how generative AI and large language models (LLMs) are transforming client interactions through personalised, intuitive digital experiences. We look at the importance of structured financial models to ensure reliability, mitigate risks, and maintain client trust.

Lastly, Natalie and Zaliia unpack Gen Z’s investment habits, their expectation for authenticity, digital-first experiences, and transparency, referencing insights from the Fund Information Review 2024 Sweden.

Tune in as Natalie and Zaliia discuss these fascinating shifts shaping the future of the financial industry.

Links:

https://www.economist.com/the-world-ahead/2024/11/18/the-three-forces-that-will-shape-2025

https://www.forbes.com/councils/forbesbusinesscouncil/2024/10/21/wealth-management-trends-to-watch-in-2025/

https://www.mckinsey.com/mgi/our-research/dependency-and-depopulation-confronting-the-consequences-of-a-new-demographic-reality

https://kidbrooke.com/2024/12/12/navigating-the-promise-and-perils-of-generative-ai-in-wealth-management/

https://www.forbes.com/sites/kolawolesamueladebayo/2025/01/20/experts-predict-the-bubble-may-burst-for-ai-in-2025/

https://www.thetimes.com/article/5614dab0-5632-11e9-a8f5-a9ee11ff7e6d

https://www.economist.com/the-economist-explains/2023/06/21/how-esg-became-part-of-americas-culture-wars

https://kidbrooke.com/2024/09/20/fund-information-review-2024-sweden/

https://www.ey.com/en_pk/newsroom/2024/12/investors-shun-long-term-esg-rewards-in-quest-for-short-term-gains

In our latest episode, Edvard Sjögren, Head of Quantitative Analytics at Kidbrooke, dives into the emerging field of sustainability reporting and analytics. Learn how Kidbrooke is integrating ESG considerations into financial decision-making, helping clients to navigate the complexities of sustainability reporting and strategic planning.

Key Topics include:

• Data Management and Reporting: Understanding the impact of the Corporate Sustainability Reporting Directive (CSRD) and its challenges.
• Economic Scenarios with Climate Scenarios: Progress and areas for improvement in managing and integrating sustainability data.
• Portfolio Analytics and Sustainability Profiling: How to enable your clients to determine their customers’ attitudes to sustainability, and how Kidbrooke’s solutions aid companies in aligning with EU Taxonomy and the Sustainable Finance Disclosure Regulation (SFDR).
• The Future of Sustainability in Economic Analysis: Balancing engagement and value in financial services.
• Real-Life Applications: Successful implementation stories of Kidbrooke’s analytics suite.

This episode is packed with insights on how advanced analytics and sustainability data can revolutionise financial services, ensuring transparency, accountability, and strategic alignment with environmental goals.

Links:

Episde 7: https://open.spotify.com/episode/3Cj7ALWEovzK5iyTTZDWHW?si=aafcc2bea4b84dd4

EIOPA document referred to: https://www.eiopa.europa.eu/document/download/5af50854-02d9-4f74-b4fa-f0a1edea2a3e_en?filename=Guidance%20on%20the%20integration%20of%20customers%27%20sustainability%20preferences%20under%20IDD.pdf)

For this episode we tuned in to a recent webinar we hosted interviewing our CEO, Fredrik Daveus, as he discussed the transition from conventional Excel-based analytics to unified analytical platforms within the financial industry. We dived into the lifecycle of analytical needs within financial institutions, highlighting the journey from Excel-based solutions for problem-solving to the critical point where these solutions become both a vital asset but also a potential risk due to operational vulnerabilities, critical person dependence and inherent limitations of spreadsheets.

Discover how KidbrookeONE, our comprehensive analytical platform, improves financial data management and analysis processes, offering a more scalable and efficient solution. Learn how KidbrookeONE's versatile APIs can elevate your financial institution's approach to analytics in different stages of data readiness, ensuring consistency and reducing the risks associated with manual Excel models.

We hope you enjoy the listen and, if you did, please do not forget to subscribe to our newsletter via Kidbrooke.com and follow us on LinkedIn or any of our other social media channels to stay updated.