What are
Client Stories?
A Client Story is an AI-powered narrative built from a client’s full financial picture: assets, liabilities, income, expenses, goals, and progress. It delivers an advisor-ready view that turns the details of complex profiles into actionable insights and personalized, client-ready content.
Scale the Advisor
Client Stories unify disparate data sources — custody, CRM, accounting, performance, research, and more — into a single client narrative. Every narrative is accurate, compliant and prioritized by relevance to the client. A Client Story is the ultimate tool to scale the advisor.
Precision and Trust with MIND™ AI
MIND™ AI prioritizes what matters most: prompting advisors to share timely insights, deliver personalized content, or flag emerging issues before they become problems. This transforms the advisor’s role from reactive to proactive, and scales high-quality interactions across an entire book of business.
Driving Connection
Client Stories sit at the center of the advisor’s workflow. Stories scale the advisor by reducing prep time to ensure consistent, high-quality interactions across entire books of business while maintaining personalized service.
Drive results with Stories
2x
More likely to trade
with Stories
90%
Viewers reach end of page
with Stories
7x
More likely to open an account with Gamification
6M+
AI Insights delivered daily via Communify Platform
- Wealth Management
Advisors can start their day and walk into every meeting with clear, personalized insights ready to strengthen trust and retention while serving more clients efficiently. With Client Stories, Advisors are prompted with the right insights at the right time to proactively send relevant content and updates. Compliance is at the center of every interaction.
- Asset Management
Client Stories ensure fund insights and positioning are part of advisor-client conversations – consistently and at scale through client-specific narratives.
- Media & News
Explore client-centric narratives as a new content category, enabling personalised finance stories for audiences and subscribers.
