What are
Client Stories?
A Client Story is an AI-powered narrative built from a client’s full financial picture: assets, liabilities, income, expenses, goals, and progress. It delivers an adviser-ready view that turns the details of complex profiles into actionable insights and personalised, client-ready content.
Scale the Adviser
Client Stories unify disparate data sources — custody, CRM, accounting, performance, research, and more — into a single client narrative. Every narrative is accurate, compliant and prioritised by relevance to the client. A Client Story is the ultimate tool to scale the adviser.
Precision and Trust with MIND™ AI
MIND™ AI prioritises what matters most: prompting advisers to share timely insights, deliver personalised content, or flag emerging issues before they become problems. This transforms the adviser’s role from reactive to proactive, and scales high-quality interactions across an entire book of business.
Driving Connection
Client Stories sit at the centre of the adviser’s workflow. Stories scale the adviser by reducing prep time to ensure consistent, high-quality interactions across entire books of business while maintaining personalised service.
Drive results with Stories
2x
More likely to trade
with Stories
90%
Viewers reach end of page
with Stories
7x
More likely to open an account with Gamification
6M+
AI Insights delivered daily via Communify Platform
- Wealth Management
Advisers can start their day and walk into every meeting with clear, personalised insights ready to strengthen trust and retention while serving more clients efficiently. With Client Stories, advisers are prompted with the right insights at the right time to proactively send relevant content and updates. Compliance is at the centre of every interaction.
- Asset Management
Client Stories ensure fund insights and positioning are part of adviser-client conversations – consistently and at scale through client-specific narratives.
- Media & News
Explore client-centric narratives as a new content category, enabling personalised finance stories for audiences and subscribers.
