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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
“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
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
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
Finextra Pro | Welcome to Beta
News & Media
Component Tech
Finextra Pro | Welcome to Beta

Finextra Pro Beta is here, the most powerful financial search engine. Designed by Communify and powered by MIND™ AI, the app transforms how investors and investment professionals explore markets. From real-time market recaps and dynamic watchlists to AI-powered Stock Stories and personalized portfolios, discover how Finextra Pro makes market insights more accessible, engaging, and actionable.

Communify Corporate Deterministic AI Partnerships & Acquisitions Client Experience Deterministic AI Knowledge Bases +0
From Study to Solution | The Making of Finextra Pro
News & Media
Investor Experiences
From Study to Solution | The Making of Finextra Pro

Discover how Finextra partnered with Communify, the Financial AI, Digital & Data Solutions Company, to build a new platform that extends their business, drives growth, and adds value for their members. The collaboration began with a Solution Design Study. The outcome is Finextra Pro—the most powerful financial search engine. Finextra Pro combines trusted financial news… Read more »

Communify Corporate Partnerships & Acquisitions Client Experience Deterministic AI Knowledge Bases +0
The London Communify Insights Experience at BAFTA 
Article
Advised Client Experiences
The London Communify Insights Experience at BAFTA 

Communify lands in London for a half-day of exciting insight and innovation. 85% of North American brokerages rely on Communify capabilities. This isn’t just presence in the market—it’s the infrastructure behind much of the industry.   At the London Communify Insights Experience, held at BAFTA, we brought that foundation to Europe for onstage demonstrations of… Read more »

Communify Corporate Communify Experience Data Visualization Deterministic AI Expert Insights Innovation Asset Management Client Experience Deterministic AI Expert Insights Knowledge Bases Wealth Management +0
RP Sandilya: Inside Broadridge’s Vision for Modern Wealth Management
Innovation Spotlight Video
Advised Client Experiences
RP Sandilya: Inside Broadridge’s Vision for Modern Wealth Management

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… Read more »

Expert Insights Client Experience Digital Transformation Financial Literacy Investor Experience Knowledge Bases SelfDirected Investing UX Design Wealth Management +0
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