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Episode 12 | Shachar Kariv, Capital Preferences
Innovation Spotlight Video
Advisor Experiences
Episode 12 | Shachar Kariv, Capital Preferences

In this episode, we sit down with Shachar Kariv — Co-Founder and Chief Scientist at Capital Preferences, and Professor (and two-time Chair) of Economics at UC Berkeley. In a candid and thought-provoking conversation, Shachar shares his journey from building theoretical game models to shaping real-world financial decision-making — including the pivotal moment when a single,… Read more »

Behavioral Science Expert Insights Behavioral Sciences Expert Insights Financial Advisors Fintech Innovation Game Theory Investment Intelligence +0
Episode 11 | RP Sandilya, Broadridge
Innovation Spotlight Video
Advised Client Experiences
Episode 11 | RP Sandilya, Broadridge

In this episode, we sit down with RP Sandilya, Chief Growth Officer of Wealth Management at Broadridge, to explore how Broadridge and Communify Fincentric partnered to create a groundbreaking, self-directed investor experience. RP shares insights on leveraging market data, client intelligence, and design innovation to redefine wealth management. He also discusses the rising demand for… Read more »

Expert Insights Client Experience Digital Transformation Financial Literacy Investor Experience Knowledge Bases SelfDirected Investing UX Design Wealth Management +0
Webinar: Knowledge Bases
News & Media
Investor Experiences
Webinar: Knowledge Bases

In today’s fast-evolving AI landscape, financial institutions are grappling with a fundamental challenge—how to ensure that AI-driven insights are accurate, reliable, and truly useful. This webinar, featuring financial industry experts Michael Smith and Katherine Cote, dives deep into the critical role of Knowledge Bases in building trust and efficiency in AI applications. Join this session… Read more »

Communify Experience Deterministic AI Expert Insights Innovation Structured Data Knowledge Bases On-Demand Session +0
Episode 10 | Nicole Nakashian, Communify
Innovation Spotlight Video
Knowledge Bases
Episode 10 | Nicole Nakashian, Communify

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 »

Expert Insights Innovation Data Insights Digital Transformation Knowledge Bases Scalable Infrastructure Women in Fintech +0
Episode 9 | Ryan McKay, Communify
Innovation Spotlight Video
Episode 9 | Ryan McKay, Communify

In this episode we sit down with Ryan McKay, Director of Sales at Communify, 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’s deterministic AI framework enables compliance-ready, insight-driven tools for advisors and investors alike. He also… Read more »

Client Experience Data Mastery Deterministic AI Intelligent Insights Knowledge Bases Wealth Management +0
Episode 8 | Kasey Gaines, Psalm Capital
Innovation Spotlight Video
Advised Client Experiences
Episode 8 | Kasey Gaines, Psalm Capital

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 »

Advisor Tools Client Experience Retirement Planning UX Design Wealth Management +0
Episode 7 | Will Bailey, Communify
Innovation Spotlight Video
Episode 7 | Will Bailey, Communify

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 »

Deterministic AI Expert Insights Innovation +0
Episode 6 | Michael Rodgers, Communify
Innovation Spotlight Video
Episode 6 | Michael Rodgers, Communify

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 »

Advisor Productivity Asset Management Client Engagement Financial Data Wealth Management +0
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