Communify
Get in touch

Resources

Filters

Clear All Filters

Product:

Core Topics:

Episode 28 | Holly Mackay, Boring Money
Innovation Spotlight Video
Episode 28 | Holly Mackay, Boring Money

Most people don’t need more financial information. They need information delivered in a way that actually makes sense to them. In this episode of the Innovation Spotlight, Holly Mackay, Founder of Boring Money, joins Mark Trousdale to talk about why simplicity, empathy and even a bit of entertainment matter as much as accuracy.  Holly founded Boring Money ten years ago to help everyday consumers make… Read more »

Expert Insights Client Experience Expert Insights Industry Leader Women in Fintech +0
Episode 27 | Tony Pearce, Bulls Out
Innovation Spotlight Video
Knowledge Bases
Episode 27 | Tony Pearce, Bulls Out

From selling 30-second ad slots to running a games division and building mobile hits, Tony Pearce has spent 30 years learning how games make money. In this episode he breaks down how the gaming industry quietly grew into a $200 billion machine, with half of that figure accounted for from free-to-play mobile games. Tony then… Read more »

Behavioral Science Communify Experience Data Visualization Deterministic AI Expert Insights Innovation Structured Data +0
How Financial Firms Make Their Data Ready for Agentic AI 
Article
Knowledge Bases
How Financial Firms Make Their Data Ready for Agentic AI 

The firms that lead the Intelligence Era won’t be those with the most AI. They’ll be the ones whose data is truly ready for AI.  Every firm building for investors and investment professionals is now running the same experiment: fold AI into the platform, and hope the output holds up. But that experiment has a breaking point: the more a… Read more »

Communify Experience Expert Insights Industry Leader Intelligence Era Knowledge Bases Wealth Management +0
London Intelligence Experience 2026 Recap | Communify
Article
MIND AI
London Intelligence Experience 2026 Recap | Communify

Inside the Room: A Recap of Communify’s London Intelligence Experience 2026 Communify brought the industry together at BAFTA, 195 Piccadilly, for the 2026 London Intelligence Experience. A day built around one central idea: the intelligent era of financial services is no longer coming; it’s here. The watch-along video above captures the energy of the room,… Read more »

Communify Corporate Communify Experience Innovation Asset Management Client Experience Deterministic AI Expert Insights Intelligence Era Knowledge Bases Wealth Management +0
Episode 26 | Jeff Harvey, Deep Blue Investment Advisors
Innovation Spotlight Video
Component Tech
Episode 26 | Jeff Harvey, Deep Blue Investment Advisors

Deep Blue Investment Advisors manages money on behalf of local government entities, school boards, fire departments and public institutions – clients where every performance decision has a downstream impact on the communities they serve. The moment a report goes out, it’s public record. For Jeff Harvey, Executive Director of Operations, that accountability makes accuracy non-negotiable.  As fee structures tighten and capable advisers proliferate, Jeff… Read more »

Communify Experience Deterministic AI Innovation Structured Data Deterministic AI Expert Insights Intelligence Era Knowledge Bases Wealth Management +0
Episode 25 | Ali Bastani, Seven Post Investment Office
Innovation Spotlight Video
Knowledge Bases
Episode 25 | Ali Bastani, Seven Post Investment Office

What does it take to deliver an outstanding digital experience to ultra-high-net-worth clients – while competing against firms with far greater resources? In this episode of Innovation Spotlight we sit down with Ali Bastani, Co-Founder and Managing Director at Seven Post, to explore exactly that.  Seven Post was founded 15 years ago by six Goldman Sachs veterans and today manages approximately $9 billion for 50… Read more »

Communify Experience Deterministic AI Expert Insights Innovation Client Experience Deterministic AI Expert Insights Industry Leader Intelligence Era Knowledge Bases Wealth Management +0
Episode 24 | Aaron Harding, Morgan Stanley at Work
Innovation Spotlight Video
Component Tech
Episode 24 | Aaron Harding, Morgan Stanley at Work

For decades, financial education in the US and other countries has followed a single playbook. Programs were designed around what compliance required – not always around what investors needed to make confident decisions about their money. The result has been a widening gap between what the industry offers and what clients are looking for, and a real opening for… Read more »

Communify Experience Data Visualization Deterministic AI Expert Insights Innovation Deterministic AI Expert Insights Industry Leader Intelligence Era Knowledge Bases Wealth Management +0
How to Modernize Your Platform Without Replacing the Systems You Rely On
Article
Knowledge Bases
How to Modernize Your Platform Without Replacing the Systems You Rely On

The pressure to modernize is real, and the industry is responding. As one example, 74% of organizations have placed “important” or “high” priority on making investments in tech operations for this year, according to a WealthManagement.com survey.  But the progress – as Richard Garman, Founding Partner at FTV Capital, put it – is largely cosmetic. Across online brokerages, investment platforms and wealth firms, the dominant upgrade strategy has been an… Read more »

Communify Experience Data Visualization Deterministic AI Expert Insights Innovation Structured Data +0
Episode 23 | Rupert Baron, TechnoWealth
Innovation Spotlight Video
Knowledge Bases
Episode 23 | Rupert Baron, TechnoWealth

The wealth management industry is at the start of a steep innovation curve – one driven by AI, cost pressure and a growing recognition that legacy tech and the limits of human capacity are standing in the way of better advice.  Rupert Baron is the former CEO of Rathbones, Co-Founder of TechnoWealth and a Communify Board Member. His career span of 40 years… Read more »

Communify Experience Data Visualization Deterministic AI Expert Insights Innovation Structured Data Deterministic AI Expert Insights Industry Leader Intelligence Era Knowledge Bases Wealth Management +0
Episode 22 | Zoe Coutinho, The Financial Times
Innovation Spotlight Video
Knowledge Bases
Episode 22 | Zoe Coutinho, The Financial Times

The way financial media is delivered is changing fast. AI is raising the stakes for every publisher – and the Financial Times is thinking carefully about how to harness it without compromising what makes it trusted.  In this episode of the Innovation Spotlight, Communify’s Mark Trousdale sat down with Zoe Coutinho, Product Director at the FT, to hear how one of the world’s leading financial newsrooms is using… Read more »

Communify Experience Data Visualization Deterministic AI Expert Insights Innovation Deterministic AI Expert Insights Industry Leader Women in Fintech +0
1 / 8
×
Top