Bernard Del Rey: The Power of Smarter Client Interactivity and Gamification in Financial Decision-Making

In this episode, we sit down with Bernard Del Rey, Co-Founder of Capital Preferences, for a thought-provoking conversation on how financial firms can truly understand their clients—not by collecting more data, but by asking better questions.

From his roots in New York to his current life in New Zealand, Bernard shares the founding story behind Capital Preferences, how behavioral science and AI work together to uncover meaningful investor insights, and what it’s like partnering with Communify through a solution design study.