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“It Better Be an Outstanding Experience.” – Using AI to Exceed Client Expectations with Ali Bastani
Innovation Spotlight
Knowledge Bases
“It Better Be an Outstanding Experience.” – Using AI to Exceed Client Expectations with Ali Bastani

What does it take to deliver an outstanding digital experience to ultra-high-net-worth clients – while competing against firms with far greater resources? In this episode of Innovation Spotlight we sit down with Ali Bastani, Co-Founder and Managing Director at Seven Post, to explore exactly that.  Seven Post was founded 15 years ago by six Goldman Sachs veterans and today manages approximately $9 billion for 50… Read more »

Communify Experience Deterministic AI Expert Insights Innovation Client Experience Deterministic AI Expert Insights Industry Leader Intelligence Era Knowledge Bases Wealth Management +0
“Become a Media Company.” – Delivering Financial Education in the Intelligence Era with Aaron Harding
Innovation Spotlight
Component Tech
“Become a Media Company.” – Delivering Financial Education in the Intelligence Era with Aaron Harding

For decades, financial education in the US and other countries has followed a single playbook. Programs were designed around what compliance required – not always around what investors needed to make confident decisions about their money. The result has been a widening gap between what the industry offers and what clients are looking for, and a real opening for… Read more »

Communify Experience Data Visualization Deterministic AI Expert Insights Innovation Deterministic AI Expert Insights Industry Leader Intelligence Era Knowledge Bases Wealth Management +0
“The Way Financial Advice Has to Go.” – Using AI for Scale and Accuracy with Rupert Baron
Innovation Spotlight
Knowledge Bases
“The Way Financial Advice Has to Go.” – Using AI for Scale and Accuracy with Rupert Baron

The wealth management industry is at the start of a steep innovation curve – one driven by AI, cost pressure and a growing recognition that legacy tech and the limits of human capacity are standing in the way of better advice.  Rupert Baron is the former CEO of Rathbones, Co-Founder of TechnoWealth and a Communify Board Member. His career span of 40 years… Read more »

Communify Experience Data Visualization Deterministic AI Expert Insights Innovation Structured Data Deterministic AI Expert Insights Industry Leader Intelligence Era Knowledge Bases Wealth Management +0
“What’s Your Family’s Mission Statement?” – Winning the Wealth Transfer and the Advisor’s Evolving Role with Brian Casey
Innovation Spotlight
Knowledge Bases
“What’s Your Family’s Mission Statement?” – Winning the Wealth Transfer and the Advisor’s Evolving Role with Brian Casey

With an entire generation of clients and advisors moving toward retirement, the wealth management industry is at a crossroads. Brian Casey is CEO of Westwood Holdings Group, a Dallas-based wealth and asset management firm that has been in business for more than four decades. With wealth now passing to the next generation at an increasing rate, he believes… Read more »

Communify Experience Deterministic AI Innovation Structured Data Asset Management Deterministic AI Expert Insights Intelligence Era Knowledge Bases Wealth Management +0
“The Shift Is Tectonic.” – The AI Inflection Point with Lisa Salvi
Innovation Spotlight
Knowledge Bases
“The Shift Is Tectonic.” – The AI Inflection Point with Lisa Salvi

AI adoption in wealth management has reached an inflection point – and many firms still underestimate the speed of change.  Lisa Salvi is Managing Director, Business Consulting & Education at Charles Schwab, which supports more than 16,000 independent RIAs representing over $5 trillion in assets. Her team helps advisory firms design their growth strategies, technology stacks, and operating models for… Read more »

Communify Experience Data Visualization Deterministic AI Expert Insights Innovation Deterministic AI Expert Insights Intelligence Era Knowledge Bases Wealth Management +0
“From Accounts to Households.” – The Evolution of Wealth Advice with Kevin Barr
Innovation Spotlight
Advised Client Experiences
“From Accounts to Households.” – The Evolution of Wealth Advice with Kevin Barr

The role of the financial advisor is expanding – and technology may finally unlock its full value. Kevin Barr spent more than two decades at SEI Investments, most recently serving as CEO of SEI Investment Management. Across a 35-year career in financial services, he has helped shape how investment products, asset management platforms and advisory businesses are… Read more »

Communify Experience Deterministic AI Expert Insights Innovation Deterministic AI Industry Leader Intelligence Era Knowledge Bases Online Brokerage Wealth Management +0
“Make it About Me.” | The Wealth Personalization Shift with Geoff Lloyd
Innovation Spotlight
Advisor Experiences
“Make it About Me.” | The Wealth Personalization Shift with Geoff Lloyd

The future of wealth management is simple: make it personal. And today, personalization is being driven by real shifts in behavior, technology and expectations.  Geoff Lloyd is an Advisory Board Member at Communify, Chairman of Stake and former CEO of MLC. Across a 30-year career in financial services, he has led businesses through transformation across platforms, advice and superannuation.  In this episode… Read more »

Communify Experience Data Visualization Expert Insights Innovation Client Experience Expert Insights Industry Leader Intelligence Era Wealth Management +0
Bernard Del Rey: The Power of Smarter Client Interactivity and Gamification in Financial Decision-Making
Innovation Spotlight
Advised Client Experiences
Bernard Del Rey: The Power of Smarter Client Interactivity and Gamification in Financial Decision-Making

In this episode, we sit down with Bernard Del Rey, Co-Founder of Capital Preferences, for a thought-provoking conversation on how financial firms can truly understand their clients—not by collecting more data, but by asking better questions. From his roots in New York to his current life in New Zealand, Bernard shares the founding story behind… Read more »

Behavioral Science Expert Insights Behavioral Science Client Experience Decision Theory Expert Insights Investor Insights Wealth Management +0
RP Sandilya: Inside Broadridge’s Vision for Modern Wealth Management
Innovation Spotlight Video
Advised Client Experiences
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
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
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