INTELLIGENT ADVISOR GUIDE
Communify’s full guide to driving better growth, better automation and increased client happiness for your advisory practice. From prospect engagement through to deep client insights, Communify partners to bring your firm into the Intelligence Era.
Your step-by-step
Intelligence Era guide
From the largest, most prestigious firms to breakaway RIAs: operate on a single AI-native platform that unifies market and client data to deliver intelligent insights and create value at scale.
Better growth. Better automation. Increased client happiness.
2x
Clients are twice as likely to take action after completing a Client Story.
43%
Increase in client touch points that can lead to a 150% increase in revenue per client.
8 weeks
From pilot to live production at a major advisory firm — with full compliance approval.
Whats Inside:
Your step-by-step guide to realizing the possibilities with AI
- Prospecting: Turn your website into your best advisor
AI-driven content and live market data position your firm as the trusted daily intelligence resource for prospects. They engage, explore and return — before they ever become clients.
- Managing: Scale your book without breaking service quality
AI Meeting Prep, Client Screeners and Recommended Actions surfaced the moment advisors log in. Less time searching. More time advising. The road from 90 clients to 200.
- Client insights: Complete intelligence before every meeting
MoneyMap™ builds a verified financial picture for every client. Client Stories give advisors an AI-generated view of each client’s complete situation. AI ClientScore™ drives the right conversation.
- Implementation: Deploy on your existing tech stack
Complete audit trails. Request context, source provenance, model configuration and publish decisions – all logged, versioned and traceable for regulatory review.
