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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
Webinar: Knowledge Bases
News & Media
Investor Experiences

Webinar: Knowledge Bases

In today’s fast-evolving AI landscape, financial institutions are grappling with a fundamental challenge—how to ensure that AI-driven insights are accurate, reliable, and truly useful. This webinar, featuring financial industry experts Michael Smith and Katherine Cote, dives deep into the critical role of Knowledge Bases in building trust and efficiency in AI applications. Join this session… Read more »

Communify Experience Deterministic AI Expert Insights Innovation Structured Data Knowledge Bases On-Demand Session +0
Nicole Nakashian: The Infrastructure Behind Innovation
Innovation Spotlight Video
Knowledge Bases

Nicole Nakashian: The Infrastructure Behind Innovation

In this episode we sit down with Nicole, Chief Operating Officer at Communify Fincentric, to talk about what it takes to build and operate a secure, stable, and scalable platform in financial services. Nicole shares her unique perspective on platform innovation, the culture of collaboration driving the team forward, and why operational excellence is foundational… Read more »

Expert Insights Innovation Data Insights Digital Transformation Knowledge Bases Scalable Infrastructure Women in Fintech +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
John Wise: How to Approach Innovation in Finance
Innovation Spotlight Video
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 »

Deterministic AI Expert Insights Innovation Structured Data AI AI-D Behavioral Science Industry Leader Knowledge Bases Market Data Personalization Online Brokerage Wealth Management +0
Communify Fincentric Experience 2025: Innovation, Intelligence & What’s Next…
Article
Knowledge Bases

Communify Fincentric Experience 2025: Innovation, Intelligence & What’s Next…

If you’ve interacted with digital financial information over the past few decades, chances are you’ve experienced our work. For over 40 years, we’ve been quietly revolutionizing how investors and investment professionals interact with financial data, transforming complex information into clear, actionable insights. This is the first post in a series that will explore the key opportunities… Read more »

Behavioral Science Communify Experience Data Visualization Deterministic AI Knowledge Bases +0

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