In this episode, we sit down with RP Sandilya, Chief Growth Officer of Wealth Management at Broadridge, to explore how Broadridge and Communify Fincentric partnered to create a groundbreaking, self-directed investor experience. RP shares insights on leveraging market data, client intelligence, and design innovation to redefine wealth management. He also discusses the rising demand for personalized financial education and the upcoming education hub designed to enhance financial literacy at scale.
In this episode of Communify Fincentric Innovation Spotlight, we sit down with Kasey Gaines, Founder of PSALM Capital, to explore the unique financial needs of professional athletes—and how empathy, timing, and design-first technology play a pivotal role in serving them.
Kasey shares his journey from advisor at RBC to launching a full-service wealth management firm dedicated to athletes, where careers are short, financial timelines are compressed, and trust is everything. He unpacks how PSALM Capital prioritized building a personalized, intuitive client portal from day one—and why partnering with Communify Fincentric was key to delivering a digital experience that truly resonates.
In this episode of the Communify Fincentric Innovation Spotlight, we sit down with Sowmya Konda, Head of Operations at The London Company, to discuss how innovation in client data management and digital infrastructure is transforming their investment operations. From the firm’s focus on downside protection in equity investing to the unique needs of high-net-worth and institutional clients, Sowmya shares what it takes to deliver precision reporting and exceptional service. She also reveals how The London Company partnered with Communify Fincentric on a tailored Document Vault—streamlining processes and setting a new standard in operational agility.
