{"id":9871,"date":"2025-08-04T23:52:43","date_gmt":"2025-08-04T23:52:43","guid":{"rendered":"https:\/\/communify.com\/?post_type=spotlight&p=9871"},"modified":"2026-08-24T04:12:06","modified_gmt":"2026-08-24T04:12:06","slug":"bernard-del-rey-the-power-of-better-questions-in-financial-decision-making","status":"publish","type":"spotlight","link":"https:\/\/communify.com\/en-gb\/innovation-spotlight\/bernard-del-rey-the-power-of-better-questions-in-financial-decision-making\/","title":{"rendered":"Episode 13 | Bernard Del Rey, Capital Preferences"},"content":{"rendered":"\n

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\u2014not by collecting more data, but by asking better questions.<\/p>\n\n\n\n

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\u2019s like partnering with Communify through a solution design study.<\/p>\n\n\n\n

<\/p>\n","protected":false},"featured_media":9911,"template":"","categories":[11],"tags":[52,42,82,43,83,44],"custom_taxonomy-core_topic":[22,16],"custom_taxonomy-product":[45],"class_list":["post-9871","spotlight","type-spotlight","status-publish","has-post-thumbnail","hentry","category-video","tag-behavioral-science","tag-client-experience","tag-decision-theory","tag-expert-insights","tag-investor-insights","tag-wealth-management","custom_taxonomy-core_topic-behavioral-science","custom_taxonomy-core_topic-expert-insights","custom_taxonomy-product-advised-client-experiences"],"acf":[],"yoast_head":"\nEpisode 13 | Bernard Del Rey, Capital Preferences - Communify<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/communify.com\/en-gb\/innovation-spotlight\/bernard-del-rey-the-power-of-better-questions-in-financial-decision-making\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Episode 13 | Bernard Del Rey, Capital Preferences - Communify\" \/>\n<meta property=\"og:description\" content=\"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\u2014not by collecting more data, but by asking better questions. 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