Both products address a growing challenge for advisory firms: delivering personalized service and consistent client interactions across an entire book of business.
Intelligent Advisor
Intelligent Advisor gives advisory firms the intelligence to deliver personal service at scale by bringing client and market data together into a more complete view of each client relationship. This shows up across the advisor's workflow in three ways:
Client Stories™ give advisors an accurate view of a client's financial picture before a meeting begins. AI ClientScore™ helps identify which clients across an advisor's book may need attention. MoneyMap™ creates a living personal financial statement, bringing verified assets, liabilities, income and expenses into one place.
Together, these capabilities reduce the manual work involved in understanding each client, giving advisors more time to focus on the relationship rather than assembling the data behind it.
Intelligent Dialogues™
Intelligent Dialogues™ bring consistency and compliance to financial decision-making through guided, deterministic workflows.
Rather than an open-ended chatbot, each Dialogue guides the user through a structured journey with a defined outcome. Every outcome is mapped to a unique, referenceable end node, making each interaction auditable and defensible.
For firms, that means greater consistency across advisors and client interactions, with structured guidance that can be delivered at scale.
Now in its 12th year, the Wealth Management Industry Awards recognize outstanding achievement by companies and individuals supporting the success of financial advisors.
The 2026 Wealth Management Industry Awards will take place on September 10 at Cipriani 42nd Street in New York City.
Communify looks forward to joining this year's finalists at the awards.
