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Innovation Spotlight
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Knowledge Bases
Nicole Nakashian: The Infrastructure Behind Innovation
In this episode we sit down with Nicole, Chief Operating Officer at Communify Fincentric, to talk about what it takes to build and operate a secure, stable, and scalable platform in financial services. Nicole shares her unique perspective on platform innovation, the culture of collaboration driving the team forward, and why operational excellence is foundational… Read more »
Innovation Spotlight
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Ryan McKay: Scaling Personalization with Deterministic AI
In this episode we sit down with Ryan McKay, Director of Sales at Communify Fincentric, to explore how innovation is driving scalable personalization in wealth management. Ryan shares his perspective on pushing the boundaries of client experience using AI, and how Communify Fincentric’s deterministic AI framework enables compliance-ready, insight-driven tools for advisors and investors alike.… Read more »
Innovation Spotlight
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Advised Client Experiences
Kasey Gaines: High-Touch Wealth Management for Pro Athletes
In this episode of Communify Fincentric Innovation Spotlight, we sit down with Kasey Gaines, Founder of PSALM Capital, to explore the unique financial needs of professional athletes—and how empathy, timing, and design-first technology play a pivotal role in serving them. Kasey shares his journey from advisor at RBC to launching a full-service wealth management firm… Read more »
Innovation Spotlight
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Will Bailey: Australia’s Demand for Financial Advice
In this episode of Communify Fincentric Innovation Spotlight, we sit down with Will Bailey, President of International Sales, for a candid and wide-ranging conversation on motorcycles, market expansion, and the future of wealthtech. As Will prepares to relocate to Australia, he shares his perspective on the region’s rapidly evolving financial landscape—where an aging yet affluent… Read more »
Innovation Spotlight
Video
Michael Rodgers: From Deep Blue to Deterministic AI—Getting Smarter with Strategy
In this episode of Communify Fincentric Innovation Spotlight, we sit down with Michael Rodgers, EVP of Events at Communify Fincentric, to explore the intersection of innovation, sales, and storytelling in financial services. Michael reflects on the power of in-person events, how they build relationships, drive visibility, and create momentum—not just for Communify, but for clients… Read more »
Innovation Spotlight
Video
Stephen Van De Wetering: Data Clarity in Asset and Wealth Management
In this episode of Communify Fincentric Innovation Spotlight, we sit down with Stephen Van De Wetering, Founder of Empaxis Data Management, to explore the challenges and breakthroughs in financial data management. Steven shares how his unexpected journey—from reconciling data at Pacific Life to founding a 150-person data firm—shaped his understanding of operational pain points in… Read more »
News & Media
Knowledge Bases: The Foundation of Intelligent Insights in the Financial Industry
In today’s intelligence era, the financial industry is experiencing a fundamental shift. The next generation of investors and investment professionals are demanding more than just investment performance. They want a digitalized, unified experience with personalized insights delivered through engaging formats. This shift creates both challenges and opportunities for financial institutions seeking to maintain trust while… Read more »
Innovation Spotlight
Video
Advised Client Experiences
Sowmya Konda: Empowering Portfolio Managers with a Tailored Document Vault
In this episode of the Communify Fincentric Innovation Spotlight, we sit down with Sowmya Konda, Head of Operations at The London Company, to discuss how innovation in client data management and digital infrastructure is transforming their investment operations. From the firm’s focus on downside protection in equity investing to the unique needs of high-net-worth and… Read more »
News & Media
MIND AI
Communify Wins Award for Innovation in Artificial Intelligence at WealthBriefing Awards 2025
LONDON, UNITED KINGDOM – Communify Fincentric, a leader in unifying the digital communication of client and market data for the financial sector, has been named the winner in the “Innovative Use of Artificial Intelligence” category at the WealthBriefing European Awards 2025, announced March 27 in London. The award recognizes Communify Fincentric’s longstanding work in delivering intelligent… Read more »
