Communify
Get in touch

Resources

Filters

Clear All Filters

Product:

Core Topics:

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
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
Alois Pirker: The Next Era of Wealth Management
Innovation Spotlight Video
Advisor Experiences
Alois Pirker: The Next Era of Wealth Management

In this episode of the Communify Fincentric Innovation Spotlight, host Mark Trousdale sits down with Alois Pirker, CEO and founder of Pirker Partners, to discuss the evolution of software in wealth management. They explore the shift from post-trade data analysis to real-time client insights, the role of AI in transforming the industry, and the importance of… Read more »

Expert Insights Innovation Behavioral Sciences Industry Leader Innovation Online Brokerage Real-Time Client Insights Structured Data Wealth Management +0
×
Top