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“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
Adapting to Regulatory Changes through Education: Australia’s APRA Case Study
Article
MIND AI
Adapting to Regulatory Changes through Education: Australia’s APRA Case Study

Australia’s retirement income landscape shifted the moment the Australian Prudential Regulatory Authority (APRA) announced the phasing out of bank hybrids – and platforms that don’t respond will find their users looking elsewhere for guidance. For a generation of Australian investors, bank hybrids were the retirement income product of choice: familiar names, exchange-traded and reliable enough to anchor a portfolio in drawdown. APRA’s decision to… Read more »

Communify Experience Deterministic AI Innovation Deterministic AI Expert Insights Industry Leader Knowledge Bases +0
How to Build a Client-Centric Approach in Financial Services Without Sacrificing Operational Efficiency
Article
Advised Client Experiences
How to Build a Client-Centric Approach in Financial Services Without Sacrificing Operational Efficiency

Building a genuine client-centric approach in financial services is one of the industry’s most quoted ambitions – and one of its least solved operational challenges.  Every firm claims to put clients first. The harder question is whether the operating model behind that claim can actually deliver it – across every segment and without burning out the team doing the work.… Read more »

Communify Experience Deterministic AI Expert Insights Innovation Client Experience Deterministic AI Expert Insights Intelligence Era Knowledge Bases Wealth Management Women in Fintech +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
Wealth Management Changes Are Accelerating: 5 Ways to Stay Ahead
Article
Investor Experiences
Wealth Management Changes Are Accelerating: 5 Ways to Stay Ahead

The wealth management changes reshaping the industry right now are not a cycle – they are a structural shift, and the firms that fail to treat them as such run the risk of losing ground on margins, talent and the ability to deliver at scale.   For firm leaders today, the question is no longer whether to move – it… Read more »

Communify Experience Deterministic AI Expert Insights Innovation Deterministic AI Expert Insights Knowledge Bases Online Brokerage Wealth Management +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
The Intelligent Advisor: Next-Gen AI-Powered Insights That Win Client Trust 
Article
Advisor Experiences
The Intelligent Advisor: Next-Gen AI-Powered Insights That Win Client Trust 

The Intelligent Advisor is the future of personalized advisory service. By providing a unified, AI-driven view of a client’s entire financial life, wealth managers are empowered to lead every conversation with unparalleled context and confidence.  Almost every advisor is forced to wear many hats, but the market doesn’t stand still while you manually stitch together… Read more »

Deterministic AI +0
How to Use AI and Build Trust, Impact and Personalization in Wealth Management  
Article
How to Use AI and Build Trust, Impact and Personalization in Wealth Management  

Bahadir Yilmaz, Chief Analytics Officer at ING, sat down with Communify to discuss how AI, when used properly, is at that point to deliver real impact and reliable results.   AI is beyond the experimentation and aspiration phase. With the right tools and processes, wealth managers can deliver the trust, impact and personalization clients have long… Read more »

Deterministic AI Deterministic AI Expert Insights Intelligence Era Wealth Management +0
4 AI Uses Cases in Wealth Management That Redefine the Advisor and Client Experience
Article
MIND AI
4 AI Uses Cases in Wealth Management That Redefine the Advisor and Client Experience

Joe Bonanno, Managing Director, Global Head of Data Analytics & Innovation at Citi, recently sat down with Communify to share his take on the most compelling AI opportunities in wealth.  Digital transformation in the financial industry demands the tangible, high-impact implementation of proven AI use cases in wealth management. The time for merely recognizing AI’s potential is… Read more »

Deterministic AI Expert Insights +0
Wealth managers’ use and mastery of AI is critical to future success, especially when it comes to earning the business of a younger clientele.  
Article
Knowledge Bases
Wealth managers’ use and mastery of AI is critical to future success, especially when it comes to earning the business of a younger clientele.  

As wealth shifts to younger generations, there’s no guarantee those inheriting it will stay with their parents’ or grandparents’ advisors.  That’s why AI is no longer just a nice-to-have in wealth management; it’s mission critical. The firms that learn to use AI to speak the language of Millennials and Gen Z will win. The rest… Read more »

Deterministic AI +0
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