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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
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
How the City of London Is Growing Its Identity as a Global Fintech Hub
News & Media
MIND AI
How the City of London Is Growing Its Identity as a Global Fintech Hub

Attending the Communify Insights Experience in London, Howard Dawber, Deputy Mayor for London, Business & Growth joined the FinextraTV studio to share details on London’s identity as a growing hub for Fintech and how it compares to other global cities. Read the original article here: How the City of London Is Growing Its Identity as… Read more »

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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 »

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Shachar Kariv: The Math Behind Money — Risk, Reward, and Human Behavior
Innovation Spotlight Video
Advisor Experiences
Shachar Kariv: The Math Behind Money — Risk, Reward, and Human Behavior

In this episode, we sit down with Shachar Kariv — Co-Founder and Chief Scientist at Capital Preferences, and Professor (and two-time Chair) of Economics at UC Berkeley. In a candid and thought-provoking conversation, Shachar shares his journey from building theoretical game models to shaping real-world financial decision-making — including the pivotal moment when a single,… Read more »

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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
Introducing Innovation Spotlights
Innovation Spotlight Video
Introducing Innovation Spotlights

Clueing us into the conversations to come, Communify’s Chief Growth Officer, Mark Trousdale outlines just what to expect from his Innovation Spotlight sit downs. From wealth management, asset management and direct investing to media and information, the Innovation Spotlight seat hosts a wide spectrum of the biggest industry leaders in the intelligence era. From these… Read more »

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