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The Intelligent Advisor: Next-Gen AI-Powered Insights That Win Client Trust 
Article
Advisor Experiences
The Intelligent Advisor: Next-Gen AI-Powered Insights That Win Client Trust 

The Intelligent Advisor is the future of personalized advisory service. By providing a unified, AI-driven view of a client’s entire financial life, wealth managers are empowered to lead every conversation with unparalleled context and confidence.  Almost every advisor is forced to wear many hats, but the market doesn’t stand still while you manually stitch together… Read more »

Deterministic AI +0
4 AI Uses Cases in Wealth Management That Redefine the Advisor and Client Experience
Article
MIND AI
4 AI Uses Cases in Wealth Management That Redefine the Advisor and Client Experience

Joe Bonanno, Managing Director, Global Head of Data Analytics & Innovation at Citi, recently sat down with Communify to share his take on the most compelling AI opportunities in wealth.  Digital transformation in the financial industry demands the tangible, high-impact implementation of proven AI use cases in wealth management. The time for merely recognizing AI’s potential is… Read more »

Deterministic AI Expert Insights +0
Communify Acquires Empaxis Data Management, Unlocking the Power of Communify’s MIND™ AI for Wealth and Asset Management Firms  
News & Media
Communify Acquires Empaxis Data Management, Unlocking the Power of Communify’s MIND™ AI for Wealth and Asset Management Firms  

Acquisition integrates Empaxis’ data management expertise directly into Communify’s offering, solving the #1 barrier to AI adoption for wealth and asset managers: Data Management.    LOS ANGELES – October 16, 2025 – Communify, the leading provider of Financial AI, Digital and Data solutions for the financial industry, today announces its acquisition of Empaxis Data Management, a… Read more »

Wealth managers’ use and mastery of AI is critical to future success, especially when it comes to earning the business of a younger clientele.  
Article
Knowledge Bases
Wealth managers’ use and mastery of AI is critical to future success, especially when it comes to earning the business of a younger clientele.  

As wealth shifts to younger generations, there’s no guarantee those inheriting it will stay with their parents’ or grandparents’ advisors.  That’s why AI is no longer just a nice-to-have in wealth management; it’s mission critical. The firms that learn to use AI to speak the language of Millennials and Gen Z will win. The rest… Read more »

Deterministic AI +0
Communify Unveils Money Map, the AI-Powered Knowledge Base that Reinvents Client Onboarding and Automates the Complete Financial Picture
Press Release
MIND AI
Communify Unveils Money Map, the AI-Powered Knowledge Base that Reinvents Client Onboarding and Automates the Complete Financial Picture

New tool instantly creates a PFS (Professional Finance Statement). This is achieved through a central knowledge base that makes the advisor more intelligent & proactive, replacing the month-long onboarding process with a strategy session and powering a new generation of insight-driven advisor tools like Client Stories and Financial Chat.  LOS ANGELES – October 9, 2025 –… Read more »

Deterministic AI Structured Data Deterministic AI Wealth Management +0
How Financial Firms Are Staying Competitive as AI Accelerates the Democratization of Wealth Management
Article
Investor Experiences
How Financial Firms Are Staying Competitive as AI Accelerates the Democratization of Wealth Management

Andrew Bresler, CEO of Saxo Bank, recently sat down with Communify during the Communify Insights Experience, sharing his view on technology’s role in democratization. “The democratization of wealth management is a win not only for the everyday investor, but for the financial industry at large. Rapid advances in technology now make it possible for a… Read more »

Communify Experience Deterministic AI Expert Insights Deterministic AI Expert Insights Industry Leader Knowledge Bases +0
Press Release: Communify Expands MIND™ AI Stories Suite with Personalized, AI-Powered Narrative Experiences Driven by Client Data
News & Media
Press Release: Communify Expands MIND™ AI Stories Suite with Personalized, AI-Powered Narrative Experiences Driven by Client Data

Powered by Communify’s mature and trusted Knowledge Base and MIND AI engine, Stories transforms financial data into clear, personalized experiences that empower investors and scale advisors LOS ANGELES – October 2, 2025 – Communify, the leading provider of Financial AI, Digital and Data solutions for the financial industry, today announced the expansion of its flagship ​​MIND… Read more »

Communify Corporate Deterministic AI Innovation MIND AI +0
MIND™ AI Stock Stories: Innovation in Stock Market Research
Article
MIND™ AI Stock Stories: Innovation in Stock Market Research

To properly understand the market is a time-consuming and tedious task, but with MIND™ AI Stock Stories, AI stock market analysis is elevated to a new standard, paving the way for effortless and reliable research. There’s no shortage of stock market information, but there’s definitely a shortage of time to thoroughly analyze the stocks. And… Read more »

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