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Australian Investor Engagement: How Compulsory Saving Created a Nation of Informed Investors & What Firms Must Do Next 
Article
Knowledge Bases
Australian Investor Engagement: How Compulsory Saving Created a Nation of Informed Investors & What Firms Must Do Next 

Increasing Australian investor engagement is one of the most significant – and least anticipated – outcomes of mandated saving, and the lesson it is teaching financial firms goes well beyondcontribution rates.  When a population is forced to save for 35 years, something unexpected happens: they start paying attention. The firm that holds their money is no longer just a… Read more »

Communify Experience Deterministic AI Expert Insights Industry Leader Intelligence Era Knowledge Bases +0
“Become a Media Company.” – Delivering Financial Education in the Intelligence Era with Aaron Harding
Innovation Spotlight
Component Tech
“Become a Media Company.” – Delivering Financial Education in the Intelligence Era with Aaron Harding

For decades, financial education in the US and other countries has followed a single playbook. Programs were designed around what compliance required – not always around what investors needed to make confident decisions about their money. The result has been a widening gap between what the industry offers and what clients are looking for, and a real opening for… Read more »

Communify Experience Data Visualization Deterministic AI Expert Insights Innovation Deterministic AI Expert Insights Industry Leader Intelligence Era Knowledge Bases Wealth Management +0
Portfolio Data Management: A History of Legacy Tech, Immobile Data – and How Communify Fixes Them
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Portfolio Data Management: A History of Legacy Tech, Immobile Data – and How Communify Fixes Them

The real risk in portfolio data management is immobile data trapped in a tech stack that was not designed to keep up. Let’s get that data moving.  Running a tight investment operation today means delivering accurate, timely data – not wrestling with fragmented infrastructure that was not built for integration. Across custodians, performance engines, external bank accounts and third-party aggregators, firms are stitching together a… Read more »

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How to Modernize Your Platform Without Replacing the Systems You Rely On
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How to Modernize Your Platform Without Replacing the Systems You Rely On

The pressure to modernize is real, and the industry is responding. As one example, 74% of organizations have placed “important” or “high” priority on making investments in tech operations for this year, according to a WealthManagement.com survey.  But the progress – as Richard Garman, Founding Partner at FTV Capital, put it – is largely cosmetic. Across online brokerages, investment platforms and wealth firms, the dominant upgrade strategy has been an… Read more »

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

The wealth management industry is at the start of a steep innovation curve – one driven by AI, cost pressure and a growing recognition that legacy tech and the limits of human capacity are standing in the way of better advice.  Rupert Baron is the former CEO of Rathbones, Co-Founder of TechnoWealth and a Communify Board Member. His career span of 40 years… Read more »

Communify Experience Data Visualization Deterministic AI Expert Insights Innovation Structured Data Deterministic AI Expert Insights Industry Leader Intelligence Era Knowledge Bases Wealth Management +0
“The Blend of Curation and Personalization – That’s the Future.” Building Trusted Content with Zoe Coutinho
Innovation Spotlight
Knowledge Bases
“The Blend of Curation and Personalization – That’s the Future.” Building Trusted Content with Zoe Coutinho

The way financial media is delivered is changing fast. AI is raising the stakes for every publisher – and the Financial Times is thinking carefully about how to harness it without compromising what makes it trusted.  In this episode of the Innovation Spotlight, Communify’s Mark Trousdale sat down with Zoe Coutinho, Product Director at the FT, to hear how one of the world’s leading financialnewsrooms is using AI… Read more »

Communify Experience Data Visualization Deterministic AI Expert Insights Innovation Deterministic AI Expert Insights Industry Leader Women in Fintech +0
The Intelligence Era Has Arrived for Independent Firms: Compete at Scale Using AI
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The Intelligence Era Has Arrived for Independent Firms: Compete at Scale Using AI

For years, the accepted logic in financial services was straightforward: scale belongs to institutions with the infrastructure and the headcount to match. For independent investment firms, competing at the standard that ultra-high-net-worth clients expect was once a question of capacity as much as capability.  Cloud computing changed the infrastructure equation a decade ago. What AI is doing now… Read more »

Communify Experience Data Visualization Deterministic AI Expert Insights Innovation Deterministic AI Expert Insights Industry Leader Intelligence Era Knowledge Bases Wealth Management +0
How Deutsche Bank Research Brings Existing Research to Life in the Intelligence Era
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How Deutsche Bank Research Brings Existing Research to Life in the Intelligence Era

The challenge for most firms is not the research they produce. It is whether that research reaches its audience in a format will actually be consumed.  Deutsche Bank Research publishes across thousands of securities, multiple regions and dozens of languages. The research is differentiated. The harder question – and the one Pam Finelli, Global COO at Deutsche Bank Research, addressed at the Communify Intelligence Experience – is… Read more »

Communify Experience Data Visualization Deterministic AI Expert Insights Innovation Expert Insights Industry Leader Intelligence Era Knowledge Bases Women in Fintech +0
“What’s Your Family’s Mission Statement?” – Winning the Wealth Transfer and the Advisor’s Evolving Role with Brian Casey
Innovation Spotlight
Knowledge Bases
“What’s Your Family’s Mission Statement?” – Winning the Wealth Transfer and the Advisor’s Evolving Role with Brian Casey

With an entire generation of clients and advisors moving toward retirement, the wealth management industry is at a crossroads. Brian Casey is CEO of Westwood Holdings Group, a Dallas-based wealth and asset management firm that has been in business for more than four decades. With wealth now passing to the next generation at an increasing rate, he believes… Read more »

Communify Experience Deterministic AI Innovation Structured Data Asset Management Deterministic AI Expert Insights Intelligence Era Knowledge Bases Wealth Management +0
How to Turn Your Website Content into an Engine that Keeps People Coming Back
Article
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How to Turn Your Website Content into an Engine that Keeps People Coming Back

For financial platforms, turning content engagement into retention starts with one thing: giving investors a reason to come back.   The FT’s metric ladder – engagement, habit, retention and revenue – is not just a media company framework. It is also the operating logic of any firm where adding value is part of the value proposition. For investment platforms, that means… Read more »

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