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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
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

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