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RP Sandilya: Inside Broadridge’s Vision for Modern Wealth Management
Innovation Spotlight Video
Knowledge Bases

RP Sandilya: Inside Broadridge’s Vision for Modern Wealth Management

In this episode, we sit down with RP Sandilya, Chief Growth Officer of Wealth Management at Broadridge, to explore how Broadridge and Communify Fincentric partnered to create a groundbreaking, self-directed investor experience. RP shares insights on leveraging market data, client intelligence, and design innovation to redefine wealth management. He also discusses the rising demand for… Read more »

Expert Insights Client Experience Digital Transformation Financial Literacy Investor Experience Knowledge Bases SelfDirected Investing UX Design Wealth Management +0
Ryan McKay: Scaling Personalization with Deterministic AI
Innovation Spotlight Video

Ryan McKay: Scaling Personalization with Deterministic AI

In this episode we sit down with Ryan McKay, Director of Sales at Communify Fincentric, to explore how innovation is driving scalable personalization in wealth management. Ryan shares his perspective on pushing the boundaries of client experience using AI, and how Communify Fincentric’s deterministic AI framework enables compliance-ready, insight-driven tools for advisors and investors alike.… Read more »

Client Experience Data Mastery Deterministic AI Intelligent Insights Knowledge Bases Wealth Management +0
Kasey Gaines: High-Touch Wealth Management for Pro Athletes
Innovation Spotlight Video
Advised Client Experiences

Kasey Gaines: High-Touch Wealth Management for Pro Athletes

In this episode of Communify Fincentric Innovation Spotlight, we sit down with Kasey Gaines, Founder of PSALM Capital, to explore the unique financial needs of professional athletes—and how empathy, timing, and design-first technology play a pivotal role in serving them. Kasey shares his journey from advisor at RBC to launching a full-service wealth management firm… Read more »

Advisor Tools Client Experience Retirement Planning UX Design Wealth Management +0
Michelle Bishop: Bringing Client Solutions to Life
Innovation Spotlight Video
Component Tech

Michelle Bishop: Bringing Client Solutions to Life

In this episode of the Communify Fincentric Innovation Spotlight, we sit down with Michelle Bishop, Chief Client Solutions Officer (Market Data) at Communify Fincentric, to talk about the power of listening to clients, creating meaningful solutions, and driving business value through technology. Over the past few decades, Michelle has worked with the largest banks in the… Read more »

Expert Insights Structured Data Asset Management Client Experience Component Tech Deterministic AI Document Vault Financial UI/UX Institutional Strategy Market Data Visualization Online Brokerage Personalization at Scale Retail Investors Wealth Management WealthTech Innovation Women in Fintech +0

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