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Wealth Management Changes Are Accelerating: 5 Ways to Stay Ahead
Article
Investor Experiences
Wealth Management Changes Are Accelerating: 5 Ways to Stay Ahead

The wealth management changes reshaping the industry right now are not a cycle – they are a structural shift, and the firms that fail to treat them as such run the risk of losing ground on margins, talent and the ability to deliver at scale.   For firm leaders today, the question is no longer whether to move – it… Read more »

Communify Experience Deterministic AI Expert Insights Innovation Deterministic AI Expert Insights Knowledge Bases Online Brokerage Wealth Management +0
Defining True ROI Will Decide the Winners and Losers of AI
Article
Knowledge Bases
Defining True ROI Will Decide the Winners and Losers of AI

The difference between AI winners and losers won’t be determined by who spends the most, but by who successfully moves from AI hype and projection to measurable enterprise adoption and results.   According to a BCG report, only 5% of companies investing in AI have actually generated real value from their investments, with many firms lacking a framework to measure ROI. … Read more »

Communify Experience Data Visualization Deterministic AI Expert Insights Innovation Structured Data Deterministic AI Expert Insights Industry Leader Intelligence Era Knowledge Bases +0
“Make it About Me.” | The Wealth Personalization Shift with Geoff Lloyd
Innovation Spotlight
Advisor Experiences
“Make it About Me.” | The Wealth Personalization Shift with Geoff Lloyd

The future of wealth management is simple: make it personal. And today, personalization is being driven by real shifts in behavior, technology and expectations.  Geoff Lloyd is an Advisory Board Member at Communify, Chairman of Stake and former CEO of MLC. Across a 30-year career in financial services, he has led businesses through transformation across platforms, advice and superannuation.  In this episode… Read more »

Communify Experience Data Visualization Expert Insights Innovation Client Experience Expert Insights Industry Leader Intelligence Era Wealth Management +0
Turning Financial Noise into Trusted Intelligence on Your Platform
Article
Advised Client Experiences
Turning Financial Noise into Trusted Intelligence on Your Platform

Social media is reshaping how people engage with their financial lives, and the platforms that understand this first will win. For firms building the next generation of investor experiences, the question is no longer whether to meet users where they are. It is how to do it with the quality and trust that actually drives long-term engagement.  The… Read more »

Communify Experience Data Visualization Expert Insights +0
“Information Is Cheap. Trust Isn’t.” | Investor Validation with Holly Mackay
Innovation Spotlight
Investor Experiences
“Information Is Cheap. Trust Isn’t.” | Investor Validation with Holly Mackay

As AI floods the world with information, trust is becoming the most valuable asset in investing. Holly Mackay is Founder and CEO of Boring Money, a consumer intelligence platform that studies how real investors behave.   Through its proprietary research panel of over 18,000 investors — the “Boring Money Army” — her firm provides data and insights used by financial institutions and regulators across the… Read more »

Behavioral Science Data Visualization Expert Insights Innovation Behavioral Science Data Visualization Expert Insights Industry Leader Investor Experience Women in Fintech +0
Entireti Partners with Communify to Deliver the Advice Platform for the Intelligence Era
Press Release
Advisor Experiences
Entireti Partners with Communify to Deliver the Advice Platform for the Intelligence Era

Licensing and business services group Entireti is partnering with global financial technology company Communify, a leading provider of financial AI, digital and data solutions for the financial industry, to build an Australian-first digital ecosystem platform for advice businesses and their clients. Entireti’s ERAi platform will leverage AI and automation to gather, analyse and organise data from a… Read more »

Communify Corporate Partnerships & Acquisitions +0
Education & Engagement: Personalization in the Era of the Great Wealth Transfer
News & Media
Investor Experiences
Education & Engagement: Personalization in the Era of the Great Wealth Transfer

Intergenerational and spousal wealth transfers are on the rise.  This phenomenon, often referred to as the Great Wealth Transfer, is a massive and unprecedented movement of capital. Estimates suggest that primarily Millennials and Gen Z will inherit anywhere from US $80 trillion to US $124 trillion over the next two decades. Similarly, $54 trillion in spousal transfers will occur.  These transfers are not a single event; they are a long-term shift that is… Read more »

Communify Experience Expert Insights +0
Australian Wealth Management: AI Challenges and Solutions for Success in the Intelligence Era 
Article
Australian Wealth Management: AI Challenges and Solutions for Success in the Intelligence Era 

Australia’s wealth management sector is sitting on a bright future, with massive demand for advice, and to seize that opportunity firms need to be more operationally efficient and compliant with regulatory demands. Properly implemented AI and intelligent automation are the best ways to overcome those challenges and achieve meaningful, long-term success. The defined contribution scheme in Australia protects the system from global economic and political headwinds, ensuring… Read more »

Client Experience Intelligence Era Wealth Management +0
The Intelligent Advisor: Next-Gen AI-Powered Insights That Win Client Trust 
Article
Advisor Experiences
The Intelligent Advisor: Next-Gen AI-Powered Insights That Win Client Trust 

The Intelligent Advisor is the future of personalized advisory service. By providing a unified, AI-driven view of a client’s entire financial life, wealth managers are empowered to lead every conversation with unparalleled context and confidence.  Almost every advisor is forced to wear many hats, but the market doesn’t stand still while you manually stitch together… Read more »

Deterministic AI +0
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