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Knowledge Bases
Tony Pearce | The $100 Billion Free-to-Play Secret and his Game Turning Stocks Into Fantasy Football

From selling 30-second ad slots to running a games division and building mobile hits, Tony Pearce has spent 30 years learning how games make money. In this episode he breaks down how the gaming industry quietly grew into a $200 billion machine, with half of that figure accounted for from free-to-play mobile games. Tony then… Read more »

Knowledge Bases
How Financial Firms Make Their Data Ready for Agentic AI 

The firms that lead the Intelligence Era won’t be those with the most AI. They’ll be the ones whose data is truly ready for AI.  Every firm building for investors and investment professionals is now running the same experiment: fold AI into the platform, and hope the output holds up. But that experiment has a breaking point: the more a… Read more »

MIND AI
London Intelligence Experience 2026 Recap | Communify

Inside the Room: A Recap of Communify’s London Intelligence Experience 2026 Communify brought the industry together at BAFTA, 195 Piccadilly, for the 2026 London Intelligence Experience. A day built around one central idea: the intelligent era of financial services is no longer coming; it’s here. The watch-along video above captures the energy of the room,… Read more »

Press Release: Communify Expands MIND™ AI Stories Suite with Personalized, AI-Powered Narrative Experiences Driven by Client Data

Powered by Communify’s mature and trusted Knowledge Base and MIND AI engine, Stories transforms financial data into clear, personalized experiences that empower investors and scale advisors LOS ANGELES – 2026 – Communify, the leading provider of Financial AI, Digital and Data solutions for the financial industry, today announced the expansion of its flagship ​​MIND AI Stories… Read more »

Component Tech
“Technology Supports the Human Being.” – Leveling Up Investment Operations with Jeff Harvey

Deep Blue Investment Advisors manages money on behalf of local government entities, school boards, fire departments and public institutions – clients where every performance decision has a downstream impact on the communities they serve. The moment a report goes out, it’s public record. For Jeff Harvey, Executive Director of Operations, that accountability makes accuracy non-negotiable.  As fee structures tighten and capable advisers proliferate, Jeff… Read more »

Knowledge Bases
“It Better Be an Outstanding Experience.” – Using AI to Exceed Client Expectations with Ali Bastani

What does it take to deliver an outstanding digital experience to ultra-high-net-worth clients – while competing against firms with far greater resources? In this episode of Innovation Spotlight we sit down with Ali Bastani, Co-Founder and Managing Director at Seven Post, to explore exactly that.  Seven Post was founded 15 years ago by six Goldman Sachs veterans and today manages approximately $9 billion for 50… Read more »

Knowledge Bases
Australian Investor Engagement: How Compulsory Saving Created a Nation of Informed Investors & What Firms Must Do Next 

Increasing Australian investor engagement is one of the most significant – and least anticipated – outcomes of mandated saving, and the lesson it is teaching financial firms goes well beyondcontribution rates.  When a population is forced to save for 35 years, something unexpected happens: they start paying attention. The firm that holds their money is no longer just a… Read more »

Component Tech
“Become a Media Company.” – Delivering Financial Education in the Intelligence Era with Aaron Harding

For decades, financial education in the US and other countries has followed a single playbook. Programs were designed around what compliance required – not always around what investors needed to make confident decisions about their money. The result has been a widening gap between what the industry offers and what clients are looking for, and a real opening for… Read more »

Knowledge Bases
Portfolio Data Management: A History of Legacy Tech, Immobile Data – and How Communify Fixes Them

The real risk in portfolio data management is immobile data trapped in a tech stack that was not designed to keep up. Let’s get that data moving.  Running a tight investment operation today means delivering accurate, timely data – not wrestling with fragmented infrastructure that was not built for integration. Across custodians, performance engines, external bank accounts and third-party aggregators, firms are stitching together a… Read more »

Knowledge Bases
How to Modernize Your Platform Without Replacing the Systems You Rely On

The pressure to modernize is real, and the industry is responding. As one example, 74% of organizations have placed “important” or “high” priority on making investments in tech operations for this year, according to a WealthManagement.com survey.  But the progress – as Richard Garman, Founding Partner at FTV Capital, put it – is largely cosmetic. Across online brokerages, investment platforms and wealth firms, the dominant upgrade strategy has been an… Read more »

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