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“Products look for problems. Solutions solve problems.” – Innovating from Purpose with Alex Funk 
Innovation Spotlight Video
Advised Client Experiences
“Products look for problems. Solutions solve problems.” – Innovating from Purpose with Alex Funk 

Every firm is under pressure to innovate. The ones that make real progress start by asking what the innovation is for. Communify’s Mark Trousdale sits down with Alex Funk to talk about innovating with intent.  Alex Funk is CEO of PortfolioMetrix, an investment solutions business built around removing complexity for financial advisors and giving them back the space and… Read more »

Innovation +0
“Make It Fun.” – Smarter Investing with Holly Mackay
Innovation Spotlight Video
“Make It Fun.” – Smarter Investing with Holly Mackay

Most people don’t need more financial information. They need information delivered in a way that actually makes sense to them. In this episode of the Innovation Spotlight, Holly Mackay, Founder of Boring Money, joins Mark Trousdale to talk about why simplicity, empathy and even a bit of entertainment matter as much as accuracy.  Holly founded Boring Money ten years ago to help everyday consumers make… Read more »

Expert Insights Client Experience Expert Insights Industry Leader Women in Fintech +0
Communify has been named a finalist in two categories at the 2026 Wealth Management Industry Awards ‘the Wealthies’ for Intelligent Advisor and Intelligent Dialogues™.
Article
Advised Client Experiences
Communify has been named a finalist in two categories at the 2026 Wealth Management Industry Awards ‘the Wealthies’ for Intelligent Advisor and Intelligent Dialogues™.

Both products address a growing challenge for advisory firms: delivering personalized service and consistent client interactions across an entire book of business. Intelligent Advisor Intelligent Advisor gives advisory firms the intelligence to deliver personal service at scale by bringing client and market data together into a more complete view of each client relationship. This shows… Read more »

Awards Deterministic AI +0
The $100 Billion Free-to-Play Secret and his Game Turning Stocks Into Fantasy Football
Innovation Spotlight Video
Knowledge Bases
The $100 Billion Free-to-Play Secret and his Game Turning Stocks Into Fantasy Football

From selling 30-second ad slots to running a games division and building mobile hits, Tony Pearce has spent 30 years learning how games make money. In this episode he breaks down how the gaming industry quietly grew into a $200 billion machine, with half of that figure accounted for from free-to-play mobile games. Tony then… Read more »

Behavioral Science Communify Experience Data Visualization Deterministic AI Expert Insights Innovation Structured Data +0
How Financial Firms Make Their Data Ready for Agentic AI 
Article
Knowledge Bases
How Financial Firms Make Their Data Ready for Agentic AI 

The firms that lead the Intelligence Era won’t be those with the most AI. They’ll be the ones whose data is truly ready for AI.  Every firm building for investors and investment professionals is now running the same experiment: fold AI into the platform, and hope the output holds up. But that experiment has a breaking point: the more a… Read more »

Communify Experience Expert Insights Industry Leader Intelligence Era Knowledge Bases Wealth Management +0
London Intelligence Experience 2026 Recap | Communify
Article
MIND AI
London Intelligence Experience 2026 Recap | Communify

Inside the Room: A Recap of Communify’s London Intelligence Experience 2026 Communify brought the industry together at BAFTA, 195 Piccadilly, for the 2026 London Intelligence Experience. A day built around one central idea: the intelligent era of financial services is no longer coming; it’s here. The watch-along video above captures the energy of the room,… Read more »

Communify Corporate Communify Experience Innovation Asset Management Client Experience Deterministic AI Expert Insights Intelligence Era Knowledge Bases Wealth Management +0
Press Release: Communify Expands MIND™ AI Stories Suite with Personalized, AI-Powered Narrative Experiences Driven by Client Data
Press Release
Press Release: Communify Expands MIND™ AI Stories Suite with Personalized, AI-Powered Narrative Experiences Driven by Client Data

Powered by Communify’s mature and trusted Knowledge Base and MIND AI engine, Stories transforms financial data into clear, personalized experiences that empower investors and scale advisors LOS ANGELES – 2026 – Communify, the leading provider of Financial AI, Digital and Data solutions for the financial industry, today announced the expansion of its flagship ​​MIND AI Stories… Read more »

Communify Corporate Deterministic AI Innovation MIND AI +0
“Technology Supports the Human Being.” – Leveling Up Investment Operations with Jeff Harvey
Innovation Spotlight Video
Component Tech
“Technology Supports the Human Being.” – Leveling Up Investment Operations with Jeff Harvey

Deep Blue Investment Advisors manages money on behalf of local government entities, school boards, fire departments and public institutions – clients where every performance decision has a downstream impact on the communities they serve. The moment a report goes out, it’s public record. For Jeff Harvey, Executive Director of Operations, that accountability makes accuracy non-negotiable.  As fee structures tighten and capable advisers proliferate, Jeff… Read more »

Communify Experience Deterministic AI Innovation Structured Data Deterministic AI Expert Insights Intelligence Era Knowledge Bases Wealth Management +0
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