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“Make It Great. Make It Brilliant.” – The Innovation Journey with Helen Murdoch
Innovation Spotlight
Knowledge Bases
“Make It Great. Make It Brilliant.” – The Innovation Journey with Helen Murdoch

Innovation is not always what people expect it to be, with many treating it as a single event with success on the first attempt. Helen Murdoch knows it is something else entirely: a process of iteration and not giving up.  Helen Murdoch is CEO of DoughPro, a financial well-being platform built for young people and those at the start… Read more »

Behavioral Science Communify Experience Innovation Deterministic AI Expert Insights Intelligence Era Knowledge Bases Women in Fintech +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
“The Shift Is Tectonic.” – The AI Inflection Point with Lisa Salvi
Innovation Spotlight
Knowledge Bases
“The Shift Is Tectonic.” – The AI Inflection Point with Lisa Salvi

AI adoption in wealth management has reached an inflection point – and many firms still underestimate the speed of change.  Lisa Salvi is Managing Director, Business Consulting & Education at Charles Schwab, which supports more than 16,000 independent RIAs representing over $5 trillion in assets. Her team helps advisory firms design their growth strategies, technology stacks, and operating models for… Read more »

Communify Experience Data Visualization Deterministic AI Expert Insights Innovation Deterministic AI Expert Insights Intelligence Era Knowledge Bases Wealth Management +0
Compliant by Design: How to Build AI into Your Platform Leveraging Deterministic AI
Article
Component Tech
Compliant by Design: How to Build AI into Your Platform Leveraging Deterministic AI

The firms making real progress with AI are leveraging Deterministic AI and the P.O.D. Framework as part of their architecture from the start.  Many financial platforms have the same conversation when a new AI capability is proposed: the product team wants to launch, the compliance team wants to review and the timeline slips. When regulatory requirements are treated as a final-stage checklist rather than a foundational input, rework is almost… Read more »

Communify Experience Deterministic AI Expert Insights Industry Leader Intelligence Era Knowledge Bases +0
How to Build a Client-Centric Approach in Financial Services Without Sacrificing Operational Efficiency
Article
Advised Client Experiences
How to Build a Client-Centric Approach in Financial Services Without Sacrificing Operational Efficiency

Building a genuine client-centric approach in financial services is one of the industry’s most quoted ambitions – and one of its least solved operational challenges.  Every firm claims to put clients first. The harder question is whether the operating model behind that claim can actually deliver it – across every segment and without burning out the team doing the work.… Read more »

Communify Experience Deterministic AI Expert Insights Innovation Client Experience Deterministic AI Expert Insights Intelligence Era Knowledge Bases Wealth Management Women in Fintech +0
“From Accounts to Households.” – The Evolution of Wealth Advice with Kevin Barr
Innovation Spotlight
Advised Client Experiences
“From Accounts to Households.” – The Evolution of Wealth Advice with Kevin Barr

The role of the financial advisor is expanding – and technology may finally unlock its full value. Kevin Barr spent more than two decades at SEI Investments, most recently serving as CEO of SEI Investment Management. Across a 35-year career in financial services, he has helped shape how investment products, asset management platforms and advisory businesses are… Read more »

Communify Experience Deterministic AI Expert Insights Innovation Deterministic AI Industry Leader Intelligence Era Knowledge Bases Online Brokerage Wealth Management +0
Defining True ROI Will Decide the Winners and Losers of AI
Article
Knowledge Bases
Defining True ROI Will Decide the Winners and Losers of AI

The difference between AI winners and losers won’t be determined by who spends the most, but by who successfully moves from AI hype and projection to measurable enterprise adoption and results.   According to a BCG report, only 5% of companies investing in AI have actually generated real value from their investments, with many firms lacking a framework to measure ROI. … Read more »

Communify Experience Data Visualization Deterministic AI Expert Insights Innovation Structured Data Deterministic AI Expert Insights Industry Leader Intelligence Era Knowledge Bases +0
“Make it About Me.” | The Wealth Personalization Shift with Geoff Lloyd
Innovation Spotlight
Advisor Experiences
“Make it About Me.” | The Wealth Personalization Shift with Geoff Lloyd

The future of wealth management is simple: make it personal. And today, personalization is being driven by real shifts in behavior, technology and expectations.  Geoff Lloyd is an Advisory Board Member at Communify, Chairman of Stake and former CEO of MLC. Across a 30-year career in financial services, he has led businesses through transformation across platforms, advice and superannuation.  In this episode… Read more »

Communify Experience Data Visualization Expert Insights Innovation Client Experience Expert Insights Industry Leader Intelligence Era Wealth Management +0
Australian Wealth Management: AI Challenges and Solutions for Success in the Intelligence Era 
Article
Australian Wealth Management: AI Challenges and Solutions for Success in the Intelligence Era 

Australia’s wealth management sector is sitting on a bright future, with massive demand for advice, and to seize that opportunity firms need to be more operationally efficient and compliant with regulatory demands. Properly implemented AI and intelligent automation are the best ways to overcome those challenges and achieve meaningful, long-term success. The defined contribution scheme in Australia protects the system from global economic and political headwinds, ensuring… Read more »

Client Experience Intelligence Era Wealth Management +0
How to Use AI and Build Trust, Impact and Personalization in Wealth Management  
Article
How to Use AI and Build Trust, Impact and Personalization in Wealth Management  

Bahadir Yilmaz, Chief Analytics Officer at ING, sat down with Communify to discuss how AI, when used properly, is at that point to deliver real impact and reliable results.   AI is beyond the experimentation and aspiration phase. With the right tools and processes, wealth managers can deliver the trust, impact and personalization clients have long… Read more »

Deterministic AI Deterministic AI Expert Insights Intelligence Era Wealth Management +0
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