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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
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
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
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 »

How Key Trends Are Redefining Wealth Management in 2025
Article
Knowledge Bases
How Key Trends Are Redefining Wealth Management in 2025

Rupert Baron, former CEO of Rathbones, sat down with Communify to discuss how wealth management is rapidly changing, with trends driven by powerful shifts in the economy, technology, and client demographics. It’s an environment where the old rules are out the window, and if you’re not adapting, you’re getting left behind. Today’s advisors are facing… Read more »

Communify Experience Asset Management Deterministic AI Expert Insights Industry Leader Wealth Management +0
Finextra Pro | Welcome to Beta
Article
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
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
Communify Experience 2025: Innovation, Intelligence & What’s Next…
Article
Knowledge Bases
Communify Experience 2025: Innovation, Intelligence & What’s Next…

If you’ve interacted with digital financial information over the past few decades, chances are you’ve experienced our work. For over 40 years, we’ve been quietly revolutionizing how investors and investment professionals interact with financial data, transforming complex information into clear, actionable insights. This is the first post in a series that will explore the key opportunities… Read more »

Behavioral Science Communify Experience Data Visualization Deterministic AI Knowledge Bases +0
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