If you’ve interacted with digital financial information over the past few decades, chances are you’ve experienced our work. For over 40 years, we’ve been quietly revolutionizing how investors and investment professionals interact with financial data, transforming complex information into clear, actionable insights. This is the first post in a series that will explore the key opportunities reshaping the financial landscape.
Welcome to Communify Fincentric.
A Vision Forged Through Experience
At Communify Fincentric, we unify the digital communication of client and market data to provide intelligent insights for investors and investment professionals. This vision wasn’t formed overnight; it’s the culmination of decades spent at the intersection of technology and finance, identifying challenges and crafting solutions that matter.
Communify Fincentric has grown from a modest beginning to developing solutions used by some of the world’s largest financial institutions. Our journey represents a steadfast commitment to innovation in the financial technology space, with each iteration of our company bringing more sophisticated tools to market that are truly revolutionizing investor experiences and our client’s businesses.
The Intelligence Era Demands More
We’re living in what we call the “intelligence era” – time of overwhelming information flow, constant analysis, and ceaseless communication across multiple platforms. This tidal wave of digital content stems from our collective insatiable demand for information that is both immediate and hyper-relevant to our specific needs.
While this information overload is most felt in our social and entertainment spheres, the underlying demand is transforming industries far beyond, particularly the financial industry. For wealth advisors, the pressure is mounting to deliver engaging, relevant information and experiences to all levels of clients whenever they want it and in the mediums they want to engage with.
Historically, hyper-customized services and value-add communications were reserved for the wealthiest clientele, simply because they were too resource-intensive to deliver at scale. The careful analysis of data and production of tailored communications demanded such dedicated time and effort that it could only be justified for high-net-worth individuals.
Extending these bespoke, high-engagement services across a broader client base has been cost-prohibitive, until now.
Applied Technology: Our Foundation
Communify Fincentric has always been, and always will be, an applied technology company. From SQL databases to digital experiences to artificial intelligence, our process focuses on the business fundamentals of growth, retention, and operational efficiency, defining the “why” and the “what” using innovative technology.
For over four decades, we’ve developed digital strategies with our clients…building world-class websites, mobile apps, and marketing solutions. We leverage this expertise and our longstanding relationships in the financial industry to provide comprehensive and effective solutions deeply rooted in data and focused on results.
The numbers speak for themselves: more than 80% of US brokerages leverage Communify Fincentric capabilities. We serve over 50 clients with an average tenure of 20 years, representing $20 trillion+ in client assets under administration and reaching 100 million unique end users. Our technology stack processes 165 million average logins per month and 11 billion peak monthly webpage views, with an average quote call time of just 7.8 milliseconds.
What Sets Us Apart: Knowledge Bases, Component Tech, MIND AI, and Design
Stage 1: Knowledge Bases (The Basis of AI)
Unlike traditional data feeds that provide fragmented, inconsistent information requiring manual reconciliation, our unified knowledge bases serve as central repositories of verified, approved content elements. These knowledge bases combine over 4,000 unique data feeds into a 1.6 petabyte database, creating a single source of truth that fuels our platform’s capabilities.
This Knowledge Base approach eliminates the fragmentation of traditional data feeds by providing standardized, real-time information access with automated harmonization and categorization across all platforms. Our Knowledge Bases enable more reliable analysis and ensure information consistency throughout the organization.
A multi-point architecture is like having multiple separate libraries, each with their own copy of information that may become outdated or conflict with other copies. In contrast, a single source of truth operates like one master library that everyone references directly. When information changes, it updates once in one place, and everyone sees that same verified version.
Stages 2 & 3: Component Tech
Stage 2: Component Tech – Building Blocks for Innovation
At Communify Fincentric, we’ve pioneered a component-based approach to technology development that dramatically accelerates time-to-market while reducing costs. Our Component Tech philosophy treats software elements as modular building blocks that can be assembled, reconfigured, and extended to create customized solutions without starting from scratch.
This approach came to life in a recent partnership with a leading independent fintech newswire. The company sought to extend their business model and boost user retention, they faced the classic build-vs-buy dilemma that confronts many financial organizations.
Traditional development would have required massive investment and years of development time, while off-the-shelf solutions lacked the customization they needed.
Instead, we leveraged our Component Tech. By combining pre-built, mature components from our library with their existing content infrastructure, we delivered a tailored platform in a fraction of the time and cost of traditional development. The platform seamlessly integrates news delivery, personalized content recommendations, and premium features while maintaining (importantly) the firm’s distinct brand identity.
The results speak for themselves: substantial increases in user engagement and retention, new revenue streams through premium subscriptions, and a platform that can evolve as the business needs change – all achieved without the traditional technical debt that comes with custom development.
Stage 3: Leveraging Component Tech for Maximum Scale
The power of Component Tech lies in its ability to be leveraged repeatedly, creating a multiplier effect that transforms how financial institutions approach digital innovation. Each component isn’t just used once – it becomes part of an expanding ecosystem of capabilities that can be rapidly deployed in new contexts.
Project Nottingham exemplifies this approach. Building on the success of the media partnership, Project Nottingham demonstrates how the same core components can be reconfigured to create entirely different experiences for different audiences and use cases. By incorporating components alongside new elements, we created a comprehensive solution that meets unique client needs without duplicating development efforts.
This component-based leverage is revolutionary in an industry where digital initiatives have traditionally been siloed, with each project starting anew. Instead of rebuilding functionality that already exists, our approach focuses engineering resources on creating genuine innovations while leveraging proven components for core functionality.
The benefits are transformative: development cycles reduced by up to 70%, dramatically lower costs, enhanced reliability through pre-tested components, and the agility to quickly adapt to changing market conditions.
Perhaps most importantly, this approach enables financial institutions of all sizes to deliver sophisticated digital experiences that previously would have been financially out of reach.
Stage 4: Intelligent Insights (MIND AI for Reliable Insights)
There’s been a lot of talk about AI tools recently, but not all AI is created equal. While consumer-grade, trend-focused AI can be entertaining for casual use, it lacks the sophistication required for professional wealth management—a sector built fundamentally on trust.
That’s where our MIND (Market Intelligence News Discovery) technology stands apart. In use since 2003, MIND represents a different caliber of AI—one that delivers precise, verifiable results that strengthen advisor-client relationships while operating at scale.
MIND utilizes deterministic AI – a system that produces consistent, defensible, and precise results based on a rule-based decision process. Unlike generative AI, which can produce unpredictable outputs requiring extensive human verification, our deterministic AI framework ensures that insights are not only actionable but also adhere to the highest standards of compliance.
Built on over 140 real-time event triggers and 1,500+ analytical models, MIND empowers advisors with sophisticated tools that deepen client relationships and optimize workflows:
- MIND Events surfaces relevant market insights by constantly monitoring markets (hundreds of thousands of events per minute), finding interesting occurrences, determining which are most relevant, and delivering a sorted, filtered list for investors, advisors, or clients to consume.
- SmartText delivers precise qualitative commentary powered by our comprehensive library of financial data, using sophisticated logic strings in a decision tree format to ensure regulatory compliance.
- Dynamic Video creates automated video content incorporating live market data that adapts based on deterministic story paths, perfect for delivering personalized portfolio summaries, market updates, and stock analysis.
- Stories™ transforms complex financial data into personalized, engaging content across multiple formats (video, newsletters, emails, podcasts), ensuring compliance and accuracy while driving unparalleled engagement.
Our deterministic AI framework not only enhances the accuracy of insights but also ensures that these insights are compliant with regulatory standards, providing advisors with the tools they need to maintain trust and transparency with their clients.
Stage 5: Visualizations (Making Complexity Beautiful)
From the wheel’s invention to Florence Nightingale’s pioneering infographics to the digital revolution sparked by Apple’s Macintosh, innovation has always been about making complex ideas accessible. At Communify Fincentric, design isn’t just about aesthetics—it’s a core philosophy that shapes everything we create. More than a philosophy, Communify Fincentric houses numerous proprietary engines for charting and visualizations that help us bring complex data to life in a whole new way.
Financial information doesn’t have to be dry or overwhelming. We deliver insights through dynamic videos, interactive reports, and timely alerts, each crafted to capture attention and add value. Our intuitive design makes complex financial concepts accessible without oversimplifying them.
By combining interactive storytelling with precise data interpretation, we create unique experiences where complex metrics like market cap, PE ratios, and ESG scores become part of a coherent, easy-to-follow narrative. This design-first approach helps financial institutions offer their clients an intuitive platform that adapts to different levels of financial literacy.
Personalization at Scale: Leveraging Technology to Do More with Less
Perhaps the most revolutionary aspect of our approach is how we’ve made personalization scalable. Gone are the days when personalized service meant manual customization. Our platform automates the delivery of tailored insights while preserving the nuance and sophistication of expert analysis.
For decades, only ultra-high net worth customers were deemed “worthy” of true personalization in terms of custom content, bespoke insights, and tailored advice. This customization was time-consuming, labor-intensive, and ultimately cost prohibitive.
By leveraging advanced technology, Communify Fincentric enables financial institutions to do more with less—providing services that were previously unaffordable or impractical for all but the wealthiest clients. We help businesses achieve better outcomes for both themselves and their clients by optimizing resources and maximizing impact.
Our technology creates hyper-personalized reports in any preferred format for an entire client base efficiently, accurately, and almost instantaneously. The scale we offer is groundbreaking—achieving massive reach and best-in-class quality across all rich-media formats, at a fraction of the traditional cost.
This leverage of technology transforms what was once impossible into the new standard—allowing advisors to provide institutional-grade analysis to clients of all sizes while maintaining the highest standards of accuracy and trust.
Looking Forward
As we move further into 2025 and beyond, we’re continuing to expand our reach and refine our approach. We’re establishing stronger footholds in key financial centers like New York, London, Sydney, and Singapore, while developing new applications aimed at further enhancing the client journey.
The next generation of investors and heirs is driving transformation within the financial industry, demanding a digitalized and unified experience when it comes to data and their various accounts. By unifying fragmented data sources and removing friction, we’re enabling investors and investment professionals to make more informed decisions and foster deeper trust and confidence through enhanced personalization and data intelligence.
We believe this is an exciting time to be in financial technology. By leveraging our expertise and technology, we can add massive value to our clients and create products that transform how financial information is consumed and understood.
We invite you to join us on this journey as we continue to unify the communication of market and client data, providing intelligent insights that empower investors and investment professionals in this new intelligence era.
This is the first post in a series exploring Communify Fincentric’s approach to transforming financial data. Stay tuned for our next installment, where we’ll dive deeper into how our technology is revolutionizing market intelligence.
