Communify
Get in touch

Resources

Filters

Clear All Filters

Product:

Core Topics:

How to Use AI and Build Trust, Impact and Personalization in Wealth Management  
Article
How to Use AI and Build Trust, Impact and Personalization in Wealth Management  

Bahadir Yilmaz, Chief Analytics Officer at ING, sat down with Communify to discuss how AI, when used properly, is at that point to deliver real impact and reliable results.   AI is beyond the experimentation and aspiration phase. With the right tools and processes, wealth managers can deliver the trust, impact and personalization clients have long… Read more »

Deterministic AI Deterministic AI Expert Insights Intelligence Era Wealth Management +0
Communify Unveils Money Map, the AI-Powered Knowledge Base that Reinvents Client Onboarding and Automates the Complete Financial Picture
Press Release
MIND AI
Communify Unveils Money Map, the AI-Powered Knowledge Base that Reinvents Client Onboarding and Automates the Complete Financial Picture

New tool instantly creates a PFS (Professional Finance Statement). This is achieved through a central knowledge base that makes the advisor more intelligent & proactive, replacing the month-long onboarding process with a strategy session and powering a new generation of insight-driven advisor tools like Client Stories and Financial Chat.  LOS ANGELES – October 9, 2025 –… Read more »

Deterministic AI Structured Data Deterministic AI Wealth Management +0
How Financial Firms Are Staying Competitive as AI Accelerates the Democratization of Wealth Management
Article
Investor Experiences
How Financial Firms Are Staying Competitive as AI Accelerates the Democratization of Wealth Management

Andrew Bresler, CEO of Saxo Bank, recently sat down with Communify during the Communify Insights Experience, sharing his view on technology’s role in democratization. “The democratization of wealth management is a win not only for the everyday investor, but for the financial industry at large. Rapid advances in technology now make it possible for a… Read more »

Communify Experience Deterministic AI Expert Insights Deterministic AI Expert Insights Industry Leader Knowledge Bases +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 – October 2, 2025 – Communify, the leading provider of Financial AI, Digital and Data solutions for the financial industry, today announced the expansion of its flagship ​​MIND… Read more »

Communify Corporate Deterministic AI Innovation MIND AI +0
How Key Trends Are Redefining Wealth Management in 2025
Article
Knowledge Bases
How Key Trends Are Redefining Wealth Management in 2025

Rupert Baron, former CEO of Rathbones, sat down with Communify to discuss how wealth management is rapidly changing, with trends driven by powerful shifts in the economy, technology, and client demographics. It’s an environment where the old rules are out the window, and if you’re not adapting, you’re getting left behind. Today’s advisors are facing… Read more »

Communify Experience Asset Management Deterministic AI Expert Insights Industry Leader Wealth Management +0
Finextra Pro | Welcome to Beta
News & Media
Component Tech
Finextra Pro | Welcome to Beta

Finextra Pro Beta is here, the most powerful financial search engine. Designed by Communify and powered by MIND™ AI, the app transforms how investors and investment professionals explore markets. From real-time market recaps and dynamic watchlists to AI-powered Stock Stories and personalized portfolios, discover how Finextra Pro makes market insights more accessible, engaging, and actionable.

Communify Corporate Deterministic AI Partnerships & Acquisitions Client Experience Deterministic AI Knowledge Bases +0
From Study to Solution | The Making of Finextra Pro
News & Media
Investor Experiences
From Study to Solution | The Making of Finextra Pro

Discover how Finextra partnered with Communify, the Financial AI, Digital & Data Solutions Company, to build a new platform that extends their business, drives growth, and adds value for their members. The collaboration began with a Solution Design Study. The outcome is Finextra Pro—the most powerful financial search engine. Finextra Pro combines trusted financial news… Read more »

Communify Corporate Partnerships & Acquisitions Client Experience Deterministic AI Knowledge Bases +0
The London Communify Insights Experience at BAFTA 
Article
Advised Client Experiences
The London Communify Insights Experience at BAFTA 

Communify lands in London for a half-day of exciting insight and innovation. 85% of North American brokerages rely on Communify capabilities. This isn’t just presence in the market—it’s the infrastructure behind much of the industry.   At the London Communify Insights Experience, held at BAFTA, we brought that foundation to Europe for onstage demonstrations of… Read more »

Communify Corporate Communify Experience Data Visualization Deterministic AI Expert Insights Innovation Asset Management Client Experience Deterministic AI Expert Insights Knowledge Bases 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
Will Bailey: Australia’s Demand for Financial Advice
Innovation Spotlight Video
Will Bailey: Australia’s Demand for Financial Advice

In this episode of Communify Fincentric Innovation Spotlight, we sit down with Will Bailey, President of International Sales, for a candid and wide-ranging conversation on motorcycles, market expansion, and the future of wealthtech. As Will prepares to relocate to Australia, he shares his perspective on the region’s rapidly evolving financial landscape—where an aging yet affluent… Read more »

Deterministic AI Expert Insights Innovation +0
1 / 2
×
Top