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Generic by Design: Why AI for Investors Needs a Harness
Article
Knowledge Bases
Generic by Design: Why AI for Investors Needs a Harness

Top online brokerages are competing harder than ever for the self-directed investor’s wallet share. But AI only helps win it when it’s built around the investor, with real-time data, client context and evaluations that measure what really matters to their users. Investors have access to the most capable AI models ever built – and they… Read more »

Communify Experience Expert Insights Industry Leader Intelligence Era Knowledge Bases Wealth Management +0
“A more engaged customer leads to a more confident customer.” – Meeting Client Expectations with John Greaves
Innovation Spotlight Video
Component Tech
“A more engaged customer leads to a more confident customer.” – Meeting Client Expectations with John Greaves

Digital expectations are rising, and clients are already turning to general-purpose AI for help with their money. For firms, the opportunity is to bring together better client data, new regulation and engaging content so clients make better financial decisions. This episode of Innovation Spotlight was recorded live in London.  John Greaves is Head of UK… Read more »

Deterministic AI Expert Insights +0
“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
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