MoneyMap™
Every client’s whole
MoneyMap™ turns a client’s documents and accounts into a verified personal financial statement in seconds. Assets, liabilities, income and expenses in one place, kept current and read by every insight that follows.
What is MoneyMap™?
MoneyMap™ is a living personal financial statement. It unifies verified assets, liabilities, income and expenses into a single client record, built from the client’s own documents and connected accounts. It is not a form your teams fill in once. It moves as the client’s life moves, and every Score, Story and Dialogue on your platform reads from it.
- Built from client documents, connected accounts and manual entry
- Assets, liabilities, income and expenses in one system of record
- Every extracted value traced back to the document it came from
- Grounded in the Knowledge Base and validated by Proof of Dimension
The record is the foundation, not the finish
Most personal financial statements end at the statement. Once the MoneyMap™ is verified, every intelligent experience on your platform reads from the same record – which is why they agree with each other.
AI ClientScore™
A single wealth risk grade built from the client’s own data and benchmarked against People Like You. It tells your teams who to call and what to say.
Client Stories
The client’s financial picture as a narrative, ready before the meeting starts, with a recommended action on every chapter.
Personalized Podcasts
The same record delivered as audio, built from the client’s own holdings and market context, and able to carry your advisor’s voice.
Intelligent Dialogues™
92 pre-built compliant flows that pick up where the record leaves off. Every outcome mapped, referenceable and auditable.
Built for Growth, Retention and Scale
MoneyMap™ maps to the outcomes firms are accountable for – shown here against the business driver each one moves.
A complete picture in one meeting
Onboarding that used to run for days runs inside a single conversation. Your teams open the relationship with a verified financial picture instead of a form to chase.
The conversation clients remember
Client Stories turn the record into a narrative clients actually read. Over 90% who start a Story finish it, and those who finish are twice as likely to act.
Advice that reaches past the top tier
Bespoke for the largest clients and generic for everyone else is no longer enough. AI ClientScore™ benchmarks every client against People Like You, so your teams know where the next hour belongs.
Who benefits from
MoneyMap™
Communify sells to firms, not to end investors. MoneyMap™ is written to the decision-maker – mapped to the driver that matters most for each segment.
- Intelligent Advisor
Serve more clients more deeply with the team you already have. MoneyMap™ removes the manual work of assembling a financial picture, so your teams walk into every meeting already knowing where the client stands and what to do next. The same record enforces consistency across the whole book, which is what makes personal advice defensible at volume.
- Intelligent Investor
Self-directed investors will not complete a 40-field form. Built from documents and connected accounts, MoneyMap™ gives them a full picture in minutes and gives your platform the verified data to personalize everything that follows.
- Intelligent Manager
A verified view of where money actually sits, across your products, held-away accounts and cash. Distribution teams see the whitespace rather than infer it, and Autonomous Decision Agents can surface the move while it still matters.
- Intelligent Media
Audiences arrive for market data and stay for what it means to them. A personal financial picture turns a general market story into a personal one, which is the difference between a reader and a returning user.
