Communify

The Intelligence Era is here. Let’s talk about it.

Unscripted conversations with the people building the next version of financial services. Hosted by Mark Trousdale.

Nominate an expert Introduction

Welcome to Communify Innovation Spotlight

All episodes

SERIES All Season 3 Season 2 Season 1

“Make It Fun.” – Smarter Investing with Holly Mackay

Featured

EP. 28 | Holly Mackay

“Make It Fun.” – Smarter Investing with Holly Mackay

The $100 Billion Free-to-Play Secret and his Game Turning Stocks Into Fantasy Football

Featured

EP. 27 | Tony Pearce

The $100 Billion Free-to-Play Secret and his Game Turning Stocks Into Fantasy Football

“Technology Supports the Human Being.” – Leveling Up Investment Operations with Jeff Harvey

EP. 26 | Jeff Harvey

“Technology Supports the Human Being.” – Leveling Up Investment Operations with Jeff Harvey

Deep Blue Investment Advisors

“It Better Be an Outstanding Experience.” – Using AI to Exceed Client Expectations with Ali Bastani

EP. 25 | Ali Bastani

“It Better Be an Outstanding Experience.” – Using AI to Exceed Client Expectations with Ali Bastani

Seven Post Investment Office

“Become a Media Company.” – Delivering Financial Education in the Intelligence Era with Aaron Harding

EP. 24 | Aaron Harding

“Become a Media Company.” – Delivering Financial Education in the Intelligence Era with Aaron Harding

Morgan Stanley at Work

“The Way Financial Advice Has to Go.” – Using AI for Scale and Accuracy with Rupert Baron

EP. 23 | Rupert Baron

“The Way Financial Advice Has to Go.” – Using AI for Scale and Accuracy with Rupert Baron

“The Blend of Curation and Personalization – That’s the Future.” Building Trusted Content with Zoe Coutinho

EP. 22 | Zoe Coutinho

“The Blend of Curation and Personalization – That’s the Future.” Building Trusted Content with Zoe Coutinho

The Financial Times

“What’s Your Family’s Mission Statement?” – Winning the Wealth Transfer and the Advisor’s Evolving Role with Brian Casey

EP. 21 | Brian Casey

“What’s Your Family’s Mission Statement?” – Winning the Wealth Transfer and the Advisor’s Evolving Role with Brian Casey

Westwood Holdings Group

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