Kidbrooke Insights Podcast

Hosted by Natalie Burke, Zaliia Gindullina

Business Investing

Website RSS feed

Episodes

Latest episode

Apr 2026

Language

EN-US

About the show

Publishing since 2022, Kidbrooke's Insights Podcast helps financial professionals to navigate the digital transformation of their businesses. Join Natalie and Zaliia as they discuss the most important challenges faced by the evolving industry, interview leading experts in the field and share valuable strategies and actionable tips on bringing financial services into the digital era. Learn more about Kidbrooke: https://kidbrooke.com/

Listen to episodes

21 recent

October 26, 2026Episode 142 min

The Evolution of KidbrookeONE

Modernising financial services doesn't have to mean replacing everything. But where should firms start? In the first episode of Season 2 of Kidbrooke Insights, we welcome Kidbrooke's co-founder and CEO, Fredrik Davéus , to discuss the thinking behind KidbrookeONE , and why we have evolved from a specialist financial analytics provider into a modular, end-to-end platform. From legacy systems and fragmented data to manual processes and increasing cost pressures, financial institutions face plenty of obstacles when modernising their technology. We explore how KidbrookeONE brings financial planning, onboarding, distribution and administration together, while giving firms the flexibility to adopt the capabilities they need. Fredrik explains how connected data and greater automation can simplify operations, accelerate product launches and support AI-driven workflows, with real-world examples from financial institutions in the UAE and Sweden. We also discuss data readiness, regulatory localisation, implementation timelines and how organisations can get started without overhauling their existing systems. Whether you're looking to improve an existing customer journey, reduce operational complexity or launch a new digital financial journey, this episode offers practical insights into the opportunities and challenges of financial services modernisation.

April 3, 20261 hr 24 min

#20 - Time, Trust, and Technology: What If Finance Was Designed for Humans?

What does it really mean to design financial services around human values? In this episode, hosts Zaliia Gindullina and Natalie Burke sit down with Stefan Moritz, Head of Innovation at Max Matthiessen, keynote speaker, and thought leader in service design, to explore how GenAI is reshaping the foundations of financial services. Together, they unpack three core themes: How AI is changing our relationship with time , What trust truly attaches to in an automated world, and How institutions must redefine value beyond products and returns. Stefan also tackles the tension between agency and personalisation, and shares one uncomfortable truth leaders need to accept in 2026. A thought-provoking conversation for anyone navigating the human side of financial innovation.

November 4, 2025Episode 191 hr 0 min

#19 - From Gratuity to Growth – Rethinking Pensions and Savings in the UAE

In this episode of Kidbrooke Insights , we explore one of the most important shifts happening across the UAE and the wider Middle East: the transition from traditional end-of-service benefits (EOSB) toward modern, long-term group pension and savings solutions . The UAE region is undergoing a pivotal reform moment. As employers move away from lump-sum gratuity payouts, insurers and financial institutions are now being asked to deliver sustainable, flexible retirement solutions that support long-term financial wellbeing, for both expat and local employees. To unpack the opportunities and challenges ahead, Natalie Burke is joined by two industry experts: Adil Saghir , Head of Savings & Pensions at HAYAH Insurance Erik Brodin , Product Expert at Kidbrooke Together, they break down what’s happening across group pensions in the UAE, from the impact of the EOSB reform to how digital tools and financial wellness initiatives are shaping engagement. They also share real lessons from the field, along with how technology and analytics are helping insurers bring new solutions to market faster. Whether you're an insurer, group benefits provider, policy maker, or HR leader, this episode offers practical insights into how the UAE’s pension landscape is evolving, and also what will distinguish the market leaders over the next 3–5 years. Resources & Links: To learn more about Kidbrooke, visit: https://kidbrooke.com To learn more about Hayah Insurance, visit: https://hayah.com Blog references: Life by Kidbrooke: The Employee Benefits Platform for a Post-Gratuity World - Kidbrooke Blog Research Spotlight: The Digital Future of UAE Group Pensions After the End of Service Gratuity Reform - Kidbrooke Blog For inquiries: info@kidbrooke.com Subscribe to our newsletter and follow us on LinkedIn to stay up to date with our latest research, podcasts, and product news.

June 16, 2025Episode 1848 min

#18_AI Meets Finance; How Kate by Kidbrooke is Redefining Automation

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’s on the horizon Whether you're an innovator, advisor, or tech leader in financial services, this conversation is brimming with insights on the future of AI-powered decision support. 📘 Related case studies discussed/articles: Beyond Automation: AI in Financial Advice That Works With, Not Instead of, Your Advisors – Kidbrooke Smarter AI Customer Support for Financial Services – Kidbrooke Introducing Kate – Intelligent Financial Conversations Powered by KidbrookeONE – Kidbrooke

February 25, 2025Episode 1739 min

#17_Adapting to Change: The 2025 Outlooks on AI, Transparency, and the Next Generation of Investors

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 the rising trend of “finfluencers”. We discuss the growing emphasis on transparency, especially for investors prioritising authentic ESG commitments. 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

July 15, 2024Episode 1646 min

#16_Achieving Data-Readiness: A Unified Approach to Sustainability and Analytics

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)

May 27, 2024Episode 1539 min

#15_From Spreadsheets to Success with Fredrik Davéus: Transforming Financial Analytics with KidbrookeONE

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.

March 5, 2024Episode 1432 min

#14_Market Data Aggregation and Investment Product Universe Management: The Pre-Requisites of Successful Digital Transformation Journeys

For this episode we're thrilled to have Fredrik Daveus, CEO of Kidbrooke, delve into the pivotal role of market data aggregation and investment product universe management in the digitalisation of financial institutions. In This Episode: We explore the strategic development of larger financial institutions within the digital transformation landscape. We uncover how Kidbrooke’s clients are overcoming data challenges, enhancing investment decision-making, and meeting the dynamic needs of their operations and customers. Whether you're a finance professional aiming to understand the nuances of digital transformation or simply interested in the future of financial technology, this podcast offers valuable insights into managing market data and your investment product universe effectively. Links/Source material: Podcast: Zooming in on Sustainability Reporting and its Role in Changing the Industry for the Better Blog: A Step Towards Data Readiness: Improving Financial Data Aggregation

January 18, 2024Episode 1347 min

#13_Exploring Asset Management with Hans Sterte: A Journey through Challenges, Innovations, and ESG Considerations

Dive into the world of asset management with Episode 13 of Kidbrooke's Insights Podcast! Join expert guests, Hans Sterte, an experienced Swedish economist with an impressive track record in asset management, and our CEO Fredrik Daveus, as they explore the latest trends in the dynamic asset management field. Discover the cutting-edge tools and methodologies used in the industry, how it adapts to the political and economic instability of the modern world, the evolution of ALM strategies and the ongoing transition to more modern solutions within the function. We delve into managing risks, diversification strategies, and the impact of ESG reporting evolution on insurers and their asset management practices. Grab your coffee and tune in now! Links mentioned below: Exploring ALM in Life Insurance: Strategy, Risks, and Innovations Zooming in on Sustainability Reporting and its Role in Changing the Industry for the Better

November 30, 2023Episode 1230 min

#12_Zooming in on Sustainability Reporting and its Role in Changing the Industry for the Better

In this twelfth episode of Kidbrooke's Insights Podcast, Zaliia Gindullina, Head of Business Development, and marketing expert Natalie Burke welcome Celina Borg from Wellfish, a sustainability advisor based in Stockholm. The conversation dives deep into sustainability reporting's evolution, impact, and future trends in wealth and investment management. They discuss the challenges of sustainability data in the past, elaborate on the Corporate Sustainability Reporting Directive (CSRD), and consider the significance of sustainability reporting in effecting tangible change in the business environment. The conversation evolves to encompass technology, specifically how Wellfish aids enterprises in automating sustainability reporting using financial reporting. The dialogue continues on wealth and investment managers' approach to sustainability, incorporating factors into investment decisions, and adapting economic scenario generators to reflect climate change impact on economies. Celina underscores collaborations with accounting firms, enhancing the value of Wellfish's deliverables, as well as the complexities of assessing sustainability performance, highlighting the challenges in balancing bottom-up and top-down analysis to prevent greenwashing. The blend of experiences, insights, and future prospects in sustainability reporting showcases its growing significance in reshaping the wealth and investment management landscape. https://finance.ec.europa.eu/capital-markets-union-and-financial-markets/company-report[…]ng/company-reporting/corporate-sustainability-reporting_en

Is this your show?

Claim this listing to keep it up to date, reach guests who want to pitch you, and manage bookings with Guestify.

Claim this listing

More Business podcasts