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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 »

Advised Client Experiences
Bernard Del Rey: The Power of Smarter Client Interactivity and Gamification in Financial Decision-Making

In this episode, we sit down with Bernard Del Rey, Co-Founder of Capital Preferences, for a thought-provoking conversation on how financial firms can truly understand their clients—not by collecting more data, but by asking better questions. From his roots in New York to his current life in New Zealand, Bernard shares the founding story behind… Read more »

Knowledge Bases
John Wise: How to Approach Innovation in Finance

In this episode of the Communify Fincentric Innovation Spotlight, we sit down with John Wise, Chairman and CEO of Communify Fincentric, to explore the latest innovation initiatives in the financial industry. John discusses the power of AI, the importance of Knowledge Bases, and how behavioral science and design principles shape the future of investing. From… Read more »

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