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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
Front Office AI: How to Communicate Alternative Investments at Scale – and Build Investor Confidence
Article
Knowledge Bases
Front Office AI: How to Communicate Alternative Investments at Scale – and Build Investor Confidence

AI in the front office is where the next wave of competitive distance gets built – and the firms that use AI to differentiate at the point of advice will be the ones to take the lead.  Most investment firms are chasing the same efficiency gains in the same areas. Process faster. Onboard cheaper. Automate what… Read more »

Communify Experience Expert Insights Client Experience Expert Insights 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
Adapting to Regulatory Changes through Education: Australia’s APRA Case Study
Article
MIND AI
Adapting to Regulatory Changes through Education: Australia’s APRA Case Study

Australia’s retirement income landscape shifted the moment the Australian Prudential Regulatory Authority (APRA) announced the phasing out of bank hybrids – and platforms that don’t respond will find their users looking elsewhere for guidance. For a generation of Australian investors, bank hybrids were the retirement income product of choice: familiar names, exchange-traded and reliable enough to anchor a portfolio in drawdown. APRA’s decision to… Read more »

Communify Experience Deterministic AI Innovation Deterministic AI Expert Insights Industry Leader 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
Wealth Management Changes Are Accelerating: 5 Ways to Stay Ahead
Article
Investor Experiences
Wealth Management Changes Are Accelerating: 5 Ways to Stay Ahead

The wealth management changes reshaping the industry right now are not a cycle – they are a structural shift, and the firms that fail to treat them as such run the risk of losing ground on margins, talent and the ability to deliver at scale.   For firm leaders today, the question is no longer whether to move – it… Read more »

Communify Experience Deterministic AI Expert Insights Innovation Deterministic AI Expert Insights 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
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