Intelligent Advisor Demo
Watch Intelligent Advisor build a personalized financial statement with MoneyMap™, then turn it into a Client Story™ your clients read to the end.
Intelligent Advisor is Communify’s product range for wealth management firms. Client Stories™ are part of Intelligent Stories™ – narratives generated by MIND™ AI from the verified Knowledge Base.
Built for Growth, Retention and Scale
The demo runs on three parts of Intelligent Advisor. Each maps to an outcome your firm is accountable for.
A complete picture in one meeting
Onboarding that used to run for days runs inside a single conversation. Your teams open the relationship with a verified financial picture instead of a form to chase.
The conversation clients remember
Client Stories turn the record into a narrative clients actually read. Over 90% who start a Story finish it, and those who finish are twice as likely to act.
Advice that reaches past the top tier
Bespoke for the largest clients and generic for everyone else is no longer enough. AI ClientScore™ benchmarks every client against People Like You, so your teams know where the next hour belongs.
