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How Deutsche Bank Research Brings Existing Research to Life in the Intelligence Era
Article
Knowledge Bases
How Deutsche Bank Research Brings Existing Research to Life in the Intelligence Era

The challenge for most firms is not the research they produce. It is whether that research reaches its audience in a format will actually be consumed.  Deutsche Bank Research publishes across thousands of securities, multiple regions and dozens of languages. The research is differentiated. The harder question – and the one Pam Finelli, Global COO at Deutsche Bank Research, addressed at the Communify Intelligence Experience – is… Read more »

Communify Experience Data Visualization Deterministic AI Expert Insights Innovation Expert Insights Industry Leader Intelligence Era Knowledge Bases Women in Fintech +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
“Make It Good. Then AI It.” – Rethinking Advisor Operations with Alex Perovic
Innovation Spotlight
Knowledge Bases
“Make It Good. Then AI It.” – Rethinking Advisor Operations with Alex Perovic

Alex Perovic is VP & Head of Business Enablement & Efficiency at RBC, where he has spent 28 years building an expertise no job description had a name for: identifying and eliminating the administrative burden that stops advisors from doing what they were hired to do.  In this episode of Innovation Spotlight, Alex explains why the real AI opportunity in wealth management isn’t about… Read more »

Communify Experience Data Visualization Deterministic AI Expert Insights Innovation Structured Data +0
“Specialize. Partner. Win.” – The Future of Financial Services Infrastructure with Patrick Salis
Innovation Spotlight
Advised Client Experiences
“Specialize. Partner. Win.” – The Future of Financial Services Infrastructure with Patrick Salis

For most Australians, the first investment was property. That’s changing and the infrastructure catching up to that shift matters more than most people realize.  Patrick Salis is CEO of AUSIEX, a wholesale stockbroking business focused on execution, clearing and settlement across domestic equities, international equities, exchange traded options and bonds. With a long-standing relationship with Communify, AUSIEX sits at the infrastructure layer of… Read more »

Communify Experience Data Visualization Expert Insights Innovation Partnerships & Acquisitions +0
Defining True ROI Will Decide the Winners and Losers of AI
Article
Knowledge Bases
Defining True ROI Will Decide the Winners and Losers of AI

The difference between AI winners and losers won’t be determined by who spends the most, but by who successfully moves from AI hype and projection to measurable enterprise adoption and results.   According to a BCG report, only 5% of companies investing in AI have actually generated real value from their investments, with many firms lacking a framework to measure ROI. … Read more »

Communify Experience Data Visualization Deterministic AI Expert Insights Innovation Structured Data Deterministic AI Expert Insights Industry Leader Intelligence Era Knowledge Bases +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
Turning Financial Noise into Trusted Intelligence on Your Platform
Article
Advised Client Experiences
Turning Financial Noise into Trusted Intelligence on Your Platform

Social media is reshaping how people engage with their financial lives, and the platforms that understand this first will win. For firms building the next generation of investor experiences, the question is no longer whether to meet users where they are. It is how to do it with the quality and trust that actually drives long-term engagement.  The… Read more »

Communify Experience Data Visualization Expert Insights +0
“Information Is Cheap. Trust Isn’t.” | Investor Validation with Holly Mackay
Innovation Spotlight
Investor Experiences
“Information Is Cheap. Trust Isn’t.” | Investor Validation with Holly Mackay

As AI floods the world with information, trust is becoming the most valuable asset in investing. Holly Mackay is Founder and CEO of Boring Money, a consumer intelligence platform that studies how real investors behave.   Through its proprietary research panel of over 18,000 investors — the “Boring Money Army” — her firm provides data and insights used by financial institutions and regulators across the… Read more »

Behavioral Science Data Visualization Expert Insights Innovation Behavioral Science Data Visualization Expert Insights Industry Leader Investor Experience Women in Fintech +0
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 »

Communify Corporate Communify Experience Data Visualization Deterministic AI Expert Insights Innovation Asset Management Client Experience Deterministic AI Expert Insights Knowledge Bases Wealth Management +0
Communify Experience 2025: Innovation, Intelligence & What’s Next…
Article
Knowledge Bases
Communify 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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