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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
Communify Unveils Money Map, the AI-Powered Knowledge Base that Reinvents Client Onboarding and Automates the Complete Financial Picture
Press Release
MIND AI
Communify Unveils Money Map, the AI-Powered Knowledge Base that Reinvents Client Onboarding and Automates the Complete Financial Picture

New tool instantly creates a PFS (Professional Finance Statement). This is achieved through a central knowledge base that makes the advisor more intelligent & proactive, replacing the month-long onboarding process with a strategy session and powering a new generation of insight-driven advisor tools like Client Stories and Financial Chat.  LOS ANGELES – October 9, 2025 –… Read more »

Deterministic AI Structured Data Deterministic AI Wealth Management +0
How Financial Firms Are Staying Competitive as AI Accelerates the Democratization of Wealth Management
Article
Investor Experiences
How Financial Firms Are Staying Competitive as AI Accelerates the Democratization of Wealth Management

Andrew Bresler, CEO of Saxo Bank, recently sat down with Communify during the Communify Insights Experience, sharing his view on technology’s role in democratization. “The democratization of wealth management is a win not only for the everyday investor, but for the financial industry at large. Rapid advances in technology now make it possible for a… Read more »

Communify Experience Deterministic AI Expert Insights Deterministic AI Expert Insights Industry Leader Knowledge Bases +0
Finextra Pro | Welcome to Beta
News & Media
Component Tech
Finextra Pro | Welcome to Beta

Finextra Pro Beta is here, the most powerful financial search engine. Designed by Communify and powered by MIND™ AI, the app transforms how investors and investment professionals explore markets. From real-time market recaps and dynamic watchlists to AI-powered Stock Stories and personalized portfolios, discover how Finextra Pro makes market insights more accessible, engaging, and actionable.

Communify Corporate Deterministic AI Partnerships & Acquisitions Client Experience Deterministic AI Knowledge Bases +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
Webinar: Knowledge Bases
News & Media
Investor Experiences
Webinar: Knowledge Bases

In today’s fast-evolving AI landscape, financial institutions are grappling with a fundamental challenge—how to ensure that AI-driven insights are accurate, reliable, and truly useful. This webinar, featuring financial industry experts Michael Smith and Katherine Cote, dives deep into the critical role of Knowledge Bases in building trust and efficiency in AI applications. Join this session… Read more »

Communify Experience Deterministic AI Expert Insights Innovation Structured Data Knowledge Bases On-Demand Session +0
Communify Wins Award for Innovation in Artificial Intelligence at WealthBriefing Awards 2025
News & Media
MIND AI
Communify Wins Award for Innovation in Artificial Intelligence at WealthBriefing Awards 2025

LONDON, UNITED KINGDOM – Communify Fincentric, a leader in unifying the digital communication of client and market data for the financial sector, has been named the winner in the “Innovative Use of Artificial Intelligence” category at the WealthBriefing European Awards 2025, announced March 27 in London. The award recognizes Communify Fincentric’s longstanding work in delivering intelligent… Read more »

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