{"id":14056,"date":"2026-03-16T15:32:40","date_gmt":"2026-03-16T15:32:40","guid":{"rendered":"https:\/\/communify.com\/?p=14056"},"modified":"2026-03-24T17:22:52","modified_gmt":"2026-03-24T17:22:52","slug":"communify-experience-miami-2026-the-intelligence-era-in-action","status":"publish","type":"post","link":"https:\/\/communify.com\/en-gb\/blog\/communify-experience-miami-2026-the-intelligence-era-in-action\/","title":{"rendered":"Communify\u00a0Experience Miami 2026: The Intelligence Era in Action"},"content":{"rendered":"\n<p>In early 2026, Communify had the pleasure of bringing together clients, partners and industry leaders at the Faena Forum in Miami Beach for our annual Communify Experience. Over two and a half days of sessions and panels, we converged time and again on one theme: what success looks like in the Intelligence Era.\u00a0<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<script src=\"https:\/\/fast.wistia.com\/player.js\" async><\/script><script src=\"https:\/\/fast.wistia.com\/embed\/j8zf6cyn00.js\" async type=\"module\"><\/script><style>wistia-player[media-id='j8zf6cyn00']:not(:defined) { background: center \/ contain no-repeat url('https:\/\/fast.wistia.com\/embed\/medias\/j8zf6cyn00\/swatch'); display: block; filter: blur(5px); padding-top:56.25%; }<\/style> <wistia-player media-id=\"j8zf6cyn00\" aspect=\"1.7777777777777777\"><\/wistia-player>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading has-black-color has-text-color has-link-color wp-elements-8de41feda915a68499e06d61f0f732e3\">The Intelligence Era&nbsp;<\/h3>\n\n\n\n<div style=\"height:14px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Our CEO &amp;&nbsp;Chairman,&nbsp;John Wise,&nbsp;has been building financial technology since the 1980s.&nbsp;In Miami, John&nbsp;opened the event, as he often does, with a story. This one reached back to a 1960s British science fiction series called&nbsp;<strong>Joe 90<\/strong>, a show about a boy who could download the skills of any expert directly into his mind through a specialized machine. John grew up watching it, and he shared at the beginning of our event that&nbsp;the show&nbsp;describes&nbsp;(with more precision than most technical explanations manage)&nbsp;exactly what&nbsp;the advent of&nbsp;Communify&nbsp;and the Intelligence Era is living through: the ability to give any advisor or investor access to expert-level knowledge, consistently and at scale, through intelligent systems.<\/p>\n\n\n\n<p>The Intelligence Era is the third stage in the industry&#8217;s evolution with technology. The Build&nbsp;or Buy&nbsp;Era of the 1980s and 90s produced firm after firm stacking disconnected systems in a race to keep up. The Visualization Era made data legible&nbsp;\u2013 when \u2018Digital\u2019 was&nbsp;the&nbsp;goal.&nbsp;In the Intelligence Era, data acts. It surfaces signals, generates stories, produces scores,&nbsp;and guides decisions. John&#8217;s point to the room was direct: firms that moved too slowly on digital technology could recover. On this shift, the cost of being late is materially higher. Rupert Baron, co-founder of TechnoWealth and one of our panelists, put it plainly: Encyclopedia Britannica&#8217;s board waited while Encarta arrived on CD-ROM for $100. His conclusion needed no elaboration.&nbsp;<\/p>\n\n\n\n<div style=\"height:14px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading has-black-color has-text-color has-link-color wp-elements-e5d3fe24c2bd62305641778ad0918520\">MIND\u2122 AI: Multi-Source Intelligence Delivery&nbsp;<\/h3>\n\n\n\n<div style=\"height:14px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>At the center of everything we&nbsp;demonstrated&nbsp;in Miami is MIND\u2122 AI, our proprietary AI engine. MIND\u2122 AI is built on a trusted knowledge base drawing from over 4,000 unique data feeds, combining client data and market data into a single verified source of truth. One of our team members tracks the daily insight delivery number closely, the way others follow a stock price. When we launched, it stood at around 2 million insights delivered daily. By the time we gathered in Miami, that number had reached 9.8 million. It keeps climbing, because the more firms lean into intelligence delivery, the more their investors and advisors return looking for more. The outputs span five interconnected layers.&nbsp;<\/p>\n\n\n\n<div style=\"height:14px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading has-black-color has-text-color has-link-color wp-elements-ab24c143108411c25c1f453ceb564843\">Visualizations&nbsp;<\/h3>\n\n\n\n<div style=\"height:14px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Visualizations are the foundation of financial data engagement, and something our team has poured enormous craft into over many years. From simple charts to interactive portfolio views and advanced technical analysis, our charting and visualization engines process queries in milliseconds,&nbsp;rendering&nbsp;data in ways that meet investors at every level of sophistication. This is where the work started for many of us, and we have not stopped refining it.&nbsp;<\/p>\n\n\n\n<div style=\"height:14px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading has-black-color has-text-color has-link-color wp-elements-9f8dc5a599fffca97dc01924c551ffa0\">Signals&nbsp;<\/h3>\n\n\n\n<div style=\"height:14px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Signals move the experience from passive to proactive. Rather than requiring investors to&nbsp;monitor&nbsp;markets themselves, signals surface relevant events and insights directly, across push notifications, email, in-app&nbsp;alerts&nbsp;and other channels. We deliver signals ranging from straightforward price triggers to sophisticated multi-factor events drawn from our knowledge base. A platform delivering millions of personalized signals daily is doing something no advisor team could replicate manually, and that is the point.&nbsp;<\/p>\n\n\n\n<div style=\"height:14px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading has-black-color has-text-color has-link-color wp-elements-8749d9e4e07986cc1d247c98bca9034f\">Stories&nbsp;<\/h3>\n\n\n\n<div style=\"height:14px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Stories transform data into narrative. A stock story, a client story, a fund story,&nbsp;and&nbsp;a portfolio story. Each takes&nbsp;up&nbsp;a volume of structured and unstructured data and produces a personalized, readable account of what is happening and why it matters to a specific investor. Stories can be delivered as text summaries, personalized podcasts, videos,&nbsp;or newsletters. The format adapts to the&nbsp;investor.&nbsp;The content adapts to their&nbsp;portfolio,&nbsp;preferences&nbsp;and&nbsp;profile.&nbsp;We think a lot about how humans actually communicate, and stories have always been how we do it best.&nbsp;<\/p>\n\n\n\n<div style=\"height:14px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading has-black-color has-text-color has-link-color wp-elements-da6389e6f58d8044b405e60afe02b4da\">Scores&nbsp;<\/h3>\n\n\n\n<div style=\"height:14px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Scores distill complexity into a single actionable number. MicroScore\u2122 synthesizes ownership data, insider activity, valuation&nbsp;and technical signals for a specific security. MacroScores\u2122, produced in partnership with The Economist Intelligence Unit, translate country-level economic data to the security level. Client scores do the same for an individual&#8217;s overall financial health. The goal is not to replace analysis but to give investors and advisors an honest starting point so they can focus their time on the decisions that require genuine judgment.&nbsp;<\/p>\n\n\n\n<div style=\"height:14px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading has-black-color has-text-color has-link-color wp-elements-97d63993bfa3bd382c26e629b7feb156\">Intelligent Dialogues\u2122, Intelligent Chat\u2122 and Decisions&nbsp;<\/h3>\n\n\n\n<div style=\"height:14px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Intelligent Dialogues\u2122 are structured, deterministic guidance flows that take an investor or investment professional from a starting question to a specific, compliant answer. Intelligent Chat\u2122 layers generative capability on top, allowing open-ended conversation while routing into deterministic workflows when precision matters. Decisions&nbsp;represent&nbsp;the furthest point on the spectrum: autonomous or semi-autonomous agents that can&nbsp;take action&nbsp;on behalf of an investor, from portfolio construction to trade execution, within defined parameters and with full auditability. These are capabilities our engineering and product teams have worked on for years. Seeing them run live in front of clients is still one of the&nbsp;better&nbsp;moments we have.&nbsp;<\/p>\n\n\n\n<div style=\"height:14px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading has-black-color has-text-color has-link-color wp-elements-a8e34724dc53f4b7ae532e9ee5779800\">Key Sessions from Miami&nbsp;<\/h3>\n\n\n\n<div style=\"height:14px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h4 class=\"wp-block-heading has-black-color has-text-color has-link-color wp-elements-c2e658f8b787953af1458e667668e4f3\">Better in Baskets&nbsp;<\/h4>\n\n\n\n<div style=\"height:14px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Today&#8217;s investors expect platforms that are simple and intuitive, and they think&nbsp;of&nbsp;outcomes rather than individual transactions. Will Bailey and Sarah&nbsp;Chubak&nbsp;presented this session, exploring how we support five distinct investor personas, from the transactional beginner building their first watchlist to the advanced operator running options strategies and probabilistic models. Underpinning the demonstrations was the F.A.A.C.H.I.P. decision theory framework, a structured lens for how investors make&nbsp;decisions&nbsp;and how platform design can support better ones. Seventy-five percent of investors cite their brokerage&nbsp;research and tools as their primary investment source. Two out of three global investors say access to analytics and portfolio visualization factors into which platform they choose. Platforms that educate and build investor confidence&nbsp;earn and&nbsp;retain&nbsp;clients.&nbsp;<\/p>\n\n\n\n<div style=\"height:14px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h4 class=\"wp-block-heading has-black-color has-text-color has-link-color wp-elements-c25acaa88aa108ef73e34ff271944cfb\">Advanced AI Dialogues&nbsp;<\/h4>\n\n\n\n<div style=\"height:14px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>If you do not know where you are going, any road will take you there. Michael Smith and Sarah&nbsp;Chubak&nbsp;used that framing to address one of the most practical problems in wealth management: the absence of a consistent, structured path for investors and advisors alike. A real account opening document from a&nbsp;top-five&nbsp;brokerage was shown on screen, running to over 200,000 words that give the investor almost nothing actionable. Sarah shared that this happened to her personally when she left&nbsp;a job&nbsp;and tried to roll over a retirement account. She found the process so overwhelming she left the money where it was, and the firm lost her assets. Our intelligent dialogues compress that friction into 113 words of personalized, guided interaction. On the investment professional side, the problem is consistency: when the same prospect receives four materially different retirement projections from four advisors at the same firm, that is a compliance exposure as much as a client experience failure. Deterministic dialogues deliver consistent, compliant guidance every time.&nbsp;<\/p>\n\n\n\n<div style=\"height:14px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h4 class=\"wp-block-heading has-black-color has-text-color has-link-color wp-elements-b4503f7e13bd2cc7ed0c38f03b6f3722\">How to Create Stories and Scores&nbsp;<\/h4>\n\n\n\n<div style=\"height:14px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Scores simplify. Stories explain. Together they give investors and advisors the what and&nbsp;the why. Jennie&nbsp;Wang and&nbsp;Katherine Cote presented this session,&nbsp;demonstrating&nbsp;both in practice. MicroScore\u2122 &amp; MacroScore\u2122 were shown synthesizing data across multiple dimensions into a single drillable view. The MoneyMap\u2122, our AI-powered personal financial statement, was introduced as a centerpiece of the advisor workflow: a living document built automatically from a client&#8217;s uploaded files in seconds, with human approval&nbsp;maintained&nbsp;at each step.&nbsp;That got a knowing laugh from the room. A process that previously required weeks of manual operations&nbsp;work&nbsp;now takes moments. Client stories draw on the MoneyMap\u2122 to score and summarize every aspect of a client&#8217;s financial life, giving investment professionals a foundation for a genuinely personalized conversation.&nbsp;<\/p>\n\n\n\n<div style=\"height:14px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h4 class=\"wp-block-heading has-black-color has-text-color has-link-color wp-elements-8b11a43927220b69eda1ff309e106948\">Engaging Clients in the Intelligence Era&nbsp;<\/h4>\n\n\n\n<div style=\"height:14px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>The financial platforms that build the most durable client relationships engage clients continuously, not only at the point of transaction.&nbsp;Yaela&nbsp;Shamberg and Will Bailey presented this session, exploring what it means to think and&nbsp;operate&nbsp;like a media company, producing education and insight that keeps clients connected to their financial lives on an ongoing basis. The session covered engagement theory and behavioral science principles including progression,&nbsp;community&nbsp;and appointment-based design, and showed how those principles are built directly into our platform experiences. The observation that brought the room together: clients who understand their finances make better decisions and stay longer. That has always been true. The difference now is that we can deliver that kind of engagement to every client, not just the top tier.&nbsp;<\/p>\n\n\n\n<div style=\"height:14px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading has-black-color has-text-color has-link-color wp-elements-1c14e03dfd573126bb76637acfcaee46\">Thank You to Our Panelists&nbsp;<\/h3>\n\n\n\n<div style=\"height:14px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>One of the things we value most about the&nbsp;Communify&nbsp;Experience is the quality of the people who give their time to be part of it. The sessions in Miami were enriched by leaders who brought candid, experienced perspectives from across markets and firm types. We are grateful to Kevin Barr,&nbsp;Communify&nbsp;board member and former President, SEI Investments;&nbsp;Geoff Lloyd, former CEO of MLC Australia and strategic advisor to&nbsp;Communify&nbsp;in Australia; Rupert Baron, co-founder of&nbsp;TechnoWealth&nbsp;and former CEO of Investment Management at Rathbones; Pam Finelli, Global CEO of Research at Deutsche Bank; Rose Palazzo, Principal for Financial Planning at Edward Jones; Lisa Salvi, Managing Director for Business Consulting and Education at Charles Schwab; Ali Bastani, co-founder and Managing Director of Seven Post; Brian Casey, CEO of Westwood Holdings Group; Padman Perumal, board member and strategic advisor to Americana Partners and Pathstone; Zoe Coutinho, Product Director at the Financial Times; Holly Mackay, CEO of Boring Money; and Helen Murdoch, CEO of Dough Pro.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:14px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading has-black-color has-text-color has-link-color wp-elements-466dcac44268db67b064380a6a41d211\">The Intelligence Era Ahead&nbsp;<\/h3>\n\n\n\n<div style=\"height:14px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>The conversations in Miami confirmed what we have been&nbsp;building toward&nbsp;for years. The technology is ready. The data infrastructure is in place. Our component-based architecture means firms do not need to rebuild from scratch; they can deploy individual capabilities,&nbsp;validate&nbsp;the&nbsp;return&nbsp;and expand from there. The question for every firm in that room was not whether to move into the Intelligence Era but when and where to start.&nbsp;<\/p>\n\n\n\n<p>The next generation of investors is already expecting a different kind of experience: personalized, continuous and&nbsp;data-rich.<\/p>\n\n\n\n<p>We are looking forward to continuing these conversations with clients and partners as we move through 2026.&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>In early 2026, Communify had the pleasure of bringing together clients, partners and industry leaders at the Faena Forum in Miami Beach for our annual Communify Experience. Over two and a half days of sessions and panels, we converged time and again on one theme: what success looks like in the Intelligence Era.\u00a0 The Intelligence<a class=\"excerpt-read-more\" href=\"https:\/\/communify.com\/en-gb\/blog\/communify-experience-miami-2026-the-intelligence-era-in-action\/\" title=\"ReadCommunify\u00a0Experience Miami 2026: The Intelligence Era in Action\">&#8230; Read more &raquo;<\/a><\/p>\n","protected":false},"author":2,"featured_media":14057,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[103,99],"tags":[],"custom_taxonomy-core_topic":[15,23,8],"custom_taxonomy-product":[12],"class_list":["post-14056","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","category-video","custom_taxonomy-core_topic-communify-corporate","custom_taxonomy-core_topic-communify-experience","custom_taxonomy-core_topic-innovation","custom_taxonomy-product-mind-ai"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Communify\u00a0Experience Miami 2026: The Intelligence Era in Action - Communify<\/title>\n<meta name=\"description\" content=\"Discover how the Intelligence Era is transforming wealth management. 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