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Knowledge Bases
The Intelligence Era Has Arrived for Independent Firms: Compete at Scale Using AI

For years, the accepted logic in financial services was straightforward: scale belongs to institutions with the infrastructure and the headcount to match. For independent investment firms, competing at the standard that ultra-high-net-worth clients expect was once a question of capacity as much as capability.  Cloud computing changed the infrastructure equation a decade ago. What AI is doing now… Read more »

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 »

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 »

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 »

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 »

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 »

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