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“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
“The Blend of Curation and Personalization – That’s the Future.” Building Trusted Content with Zoe Coutinho
Innovation Spotlight
Knowledge Bases
“The Blend of Curation and Personalization – That’s the Future.” Building Trusted Content with Zoe Coutinho

The way financial media is delivered is changing fast. AI is raising the stakes for every publisher – and the Financial Times is thinking carefully about how to harness it without compromising what makes it trusted.  In this episode of the Innovation Spotlight, Communify’s Mark Trousdale sat down with Zoe Coutinho, Product Director at the FT, to hear how one of the world’s leading financial newsrooms is using… Read more »

Communify Experience Data Visualization Deterministic AI Expert Insights Innovation Deterministic AI Expert Insights Industry Leader 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
“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
“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
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