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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
Episode 17 | Patrick Salis, AUSIEX
Innovation Spotlight Video
Advised Client Experiences
Episode 17 | Patrick Salis, AUSIEX

For most Australians, the first investment was property. That’s changing and the infrastructure catching up to that shift matters more than most people realize.  Patrick Salis is CEO of AUSIEX, a wholesale stockbroking business focused on execution, clearing and settlement across domestic equities, international equities, exchange traded options and bonds. With a long-standing relationship with Communify, AUSIEX sits at the infrastructure layer of… Read more »

Communify Experience Data Visualization Expert Insights Innovation Partnerships & Acquisitions +0
Episode 16 | Kevin Barr, Communify, SEI Investment Management
Innovation Spotlight Video
Advised Client Experiences
Episode 16 | Kevin Barr, Communify, SEI Investment Management

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
Episode 15 | Geoff Lloyd, Communify, Stake, MLC
Innovation Spotlight Video
Advisor Experiences
Episode 15 | Geoff Lloyd, Communify, Stake, MLC

The future of wealth management is simple: make it personal. And today, personalization is being driven by real shifts in behavior, technology and expectations.  Geoff Lloyd is an Advisory Board Member at Communify, Chairman of Stake and former CEO of MLC. Across a 30-year career in financial services, he has led businesses through transformation across platforms, advice and superannuation.  In this episode… Read more »

Communify Experience Data Visualization Expert Insights Innovation Client Experience Expert Insights Industry Leader Intelligence Era Wealth Management +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
Episode 14 | Holly Mackay, Boring Money
Innovation Spotlight Video
Investor Experiences
Episode 14 | Holly Mackay, Boring Money

As AI floods the world with information, trust is becoming the most valuable asset in investing. Holly Mackay is Founder and CEO of Boring Money, a consumer intelligence platform that studies how real investors behave.   Through its proprietary research panel of over 18,000 investors — the “Boring Money Army” — her firm provides data and insights used by financial institutions and regulators across the… Read more »

Behavioral Science Data Visualization Expert Insights Innovation Behavioral Science Data Visualization Expert Insights Industry Leader Investor Experience Women in Fintech +0
Entireti Partners with Communify to Deliver the Advice Platform for the Intelligence Era
Press Release
Advisor Experiences
Entireti Partners with Communify to Deliver the Advice Platform for the Intelligence Era

Licensing and business services group Entireti is partnering with global financial technology company Communify, a leading provider of financial AI, digital and data solutions for the financial industry, to build an Australian-first digital ecosystem platform for advice businesses and their clients. Entireti’s ERAi platform will leverage AI and automation to gather, analyse and organise data from a… Read more »

Communify Corporate Partnerships & Acquisitions +0
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