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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
Turning Financial Noise into Trusted Intelligence on Your Platform
Article
Advised Client Experiences
Turning Financial Noise into Trusted Intelligence on Your Platform

Social media is reshaping how people engage with their financial lives, and the platforms that understand this first will win. For firms building the next generation of investor experiences, the question is no longer whether to meet users where they are. It is how to do it with the quality and trust that actually drives long-term engagement.  The… Read more »

Communify Experience Data Visualization Expert Insights +0
Education & Engagement: Personalization in the Era of the Great Wealth Transfer
Article
Investor Experiences
Education & Engagement: Personalization in the Era of the Great Wealth Transfer

Intergenerational and spousal wealth transfers are on the rise.  This phenomenon, often referred to as the Great Wealth Transfer, is a massive and unprecedented movement of capital. Estimates suggest that primarily Millennials and Gen Z will inherit anywhere from US $80 trillion to US $124 trillion over the next two decades. Similarly, $54 trillion in spousal transfers will occur.  These transfers are not a single event; they are a long-term shift that is… Read more »

Communify Experience Expert Insights +0
Australian Wealth Management: AI Challenges and Solutions for Success in the Intelligence Era 
Article
Australian Wealth Management: AI Challenges and Solutions for Success in the Intelligence Era 

Australia’s wealth management sector is sitting on a bright future, with massive demand for advice, and to seize that opportunity firms need to be more operationally efficient and compliant with regulatory demands. Properly implemented AI and intelligent automation are the best ways to overcome those challenges and achieve meaningful, long-term success. The defined contribution scheme in Australia protects the system from global economic and political headwinds, ensuring… Read more »

Client Experience Intelligence Era Wealth Management +0
How to Use AI and Build Trust, Impact and Personalization in Wealth Management  
Article
How to Use AI and Build Trust, Impact and Personalization in Wealth Management  

Bahadir Yilmaz, Chief Analytics Officer at ING, sat down with Communify to discuss how AI, when used properly, is at that point to deliver real impact and reliable results.   AI is beyond the experimentation and aspiration phase. With the right tools and processes, wealth managers can deliver the trust, impact and personalization clients have long… Read more »

Deterministic AI Deterministic AI Expert Insights Intelligence Era Wealth Management +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 »

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
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