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Communify has been named a finalist in two categories at the 2026 Wealth Management Industry Awards ‘the Wealthies’ for Intelligent Advisor and Intelligent Dialogues™.
Article
Advised Client Experiences
Communify has been named a finalist in two categories at the 2026 Wealth Management Industry Awards ‘the Wealthies’ for Intelligent Advisor and Intelligent Dialogues™.

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… Read more »

Awards Deterministic AI +0
How Financial Firms Make Their Data Ready for Agentic AI 
Article
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 »

Communify Experience Expert Insights Industry Leader Intelligence Era Knowledge Bases Wealth Management +0
London Intelligence Experience 2026 Recap | Communify
Article
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 »

Communify Corporate Communify Experience Innovation Asset Management Client Experience Deterministic AI Expert Insights Intelligence Era Knowledge Bases Wealth Management +0
Australian Investor Engagement: How Compulsory Saving Created a Nation of Informed Investors & What Firms Must Do Next 
Article
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 »

Communify Experience Deterministic AI Expert Insights Industry Leader Intelligence Era Knowledge Bases +0
Portfolio Data Management: A History of Legacy Tech, Immobile Data – and How Communify Fixes Them
Article
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 »

Communify Experience Deterministic AI Expert Insights Industry Leader Intelligence Era Knowledge Bases +0
How to Modernize Your Platform Without Replacing the Systems You Rely On
Article
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 »

Communify Experience Data Visualization Deterministic AI Expert Insights Innovation Structured Data +0
The Intelligence Era Has Arrived for Independent Firms: Compete at Scale Using AI
Article
Knowledge Bases
The Intelligence Era Has Arrived for Independent Firms: Compete at Scale Using AI

For years, the accepted logic in financial services was straightforward: scale belongs to institutions with the infrastructure and the headcount to match. For independent investment firms, competing at the standard that ultra-high-net-worth clients expect was once a question of capacity as much as capability.  Cloud computing changed the infrastructure equation a decade ago. What AI is doing now… Read more »

Communify Experience Data Visualization Deterministic AI Expert Insights Innovation Deterministic AI Expert Insights Industry Leader Intelligence Era Knowledge Bases Wealth Management +0
How Deutsche Bank Research Brings Existing Research to Life in the Intelligence Era
Article
Knowledge Bases
How Deutsche Bank Research Brings Existing Research to Life in the Intelligence Era

The challenge for most firms is not the research they produce. It is whether that research reaches its audience in a format will actually be consumed.  Deutsche Bank Research publishes across thousands of securities, multiple regions and dozens of languages. The research is differentiated. The harder question – and the one Pam Finelli, Global COO at Deutsche Bank Research, addressed at the Communify Intelligence Experience – is… Read more »

Communify Experience Data Visualization Deterministic AI Expert Insights Innovation Expert Insights Industry Leader Intelligence Era Knowledge Bases Women in Fintech +0
How to Turn Your Website Content into an Engine that Keeps People Coming Back
Article
Knowledge Bases
How to Turn Your Website Content into an Engine that Keeps People Coming Back

For financial platforms, turning content engagement into retention starts with one thing: giving investors a reason to come back.   The FT’s metric ladder – engagement, habit, retention and revenue – is not just a media company framework. It is also the operating logic of any firm where adding value is part of the value proposition. For investment platforms, that means… Read more »

Behavioral Science Communify Experience Deterministic AI Expert Insights Innovation Expert Insights Industry Leader Intelligence Era Knowledge Bases +0
Outcome First: How to Find the Right Wealth Management Tools
Article
Component Tech
Outcome First: How to Find the Right Wealth Management Tools

Choosing the right wealth management tools is one of the most consequential platform decisions a firm can make – and one of the most commonly made in the wrong order. To move ahead, it’s not just about buying better tools – it’s about asking the right questions.  Technology vendor spend is often the single largest line in an IT budget, yet CIOs rarely devote the same rigor, governance and leadership… Read more »

Communify Experience Expert Insights Expert Insights Intelligence Era Knowledge Bases Wealth Management +0
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