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“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
“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
Bernard Del Rey: The Power of Smarter Client Interactivity and Gamification in Financial Decision-Making
Innovation Spotlight
Advised Client Experiences
Bernard Del Rey: The Power of Smarter Client Interactivity and Gamification in Financial Decision-Making

In this episode, we sit down with Bernard Del Rey, Co-Founder of Capital Preferences, for a thought-provoking conversation on how financial firms can truly understand their clients—not by collecting more data, but by asking better questions. From his roots in New York to his current life in New Zealand, Bernard shares the founding story behind… Read more »

Behavioral Science Expert Insights Behavioral Science Client Experience Decision Theory Expert Insights Investor Insights Wealth Management +0
Shachar Kariv: The Math Behind Money — Risk, Reward, and Human Behavior
Innovation Spotlight Video
Advisor Experiences
Shachar Kariv: The Math Behind Money — Risk, Reward, and Human Behavior

In this episode, we sit down with Shachar Kariv — Co-Founder and Chief Scientist at Capital Preferences, and Professor (and two-time Chair) of Economics at UC Berkeley. In a candid and thought-provoking conversation, Shachar shares his journey from building theoretical game models to shaping real-world financial decision-making — including the pivotal moment when a single,… Read more »

Behavioral Science Expert Insights Behavioral Sciences Expert Insights Financial Advisors Fintech Innovation Game Theory Investment Intelligence +0
RP Sandilya: Inside Broadridge’s Vision for Modern Wealth Management
Innovation Spotlight Video
Advised Client Experiences
RP Sandilya: Inside Broadridge’s Vision for Modern Wealth Management

In this episode, we sit down with RP Sandilya, Chief Growth Officer of Wealth Management at Broadridge, to explore how Broadridge and Communify Fincentric partnered to create a groundbreaking, self-directed investor experience. RP shares insights on leveraging market data, client intelligence, and design innovation to redefine wealth management. He also discusses the rising demand for… Read more »

Expert Insights Client Experience Digital Transformation Financial Literacy Investor Experience Knowledge Bases SelfDirected Investing UX Design Wealth Management +0
Nicole Nakashian: The Infrastructure Behind Innovation
Innovation Spotlight Video
Knowledge Bases
Nicole Nakashian: The Infrastructure Behind Innovation

In this episode we sit down with Nicole, Chief Operating Officer at Communify Fincentric, to talk about what it takes to build and operate a secure, stable, and scalable platform in financial services. Nicole shares her unique perspective on platform innovation, the culture of collaboration driving the team forward, and why operational excellence is foundational… Read more »

Expert Insights Innovation Data Insights Digital Transformation Knowledge Bases Scalable Infrastructure Women in Fintech +0
Stephen Van De Wetering: Data Clarity in Asset and Wealth Management
Innovation Spotlight Video
Stephen Van De Wetering: Data Clarity in Asset and Wealth Management

In this episode of Communify Fincentric Innovation Spotlight, we sit down with Stephen Van De Wetering, Founder of Empaxis Data Management, to explore the challenges and breakthroughs in financial data management. Steven shares how his unexpected journey—from reconciling data at Pacific Life to founding a 150-person data firm—shaped his understanding of operational pain points in… Read more »

Expert Insights Asset Management Data Warehousing Financial Services Innovation Industry Leader Intelligence Era Wealth Management +0
Sowmya Konda: Empowering Portfolio Managers with a Tailored Document Vault
Innovation Spotlight Video
Advised Client Experiences
Sowmya Konda: Empowering Portfolio Managers with a Tailored Document Vault

In this episode of the Communify Fincentric Innovation Spotlight, we sit down with Sowmya Konda, Head of Operations at The London Company, to discuss how innovation in client data management and digital infrastructure is transforming their investment operations. From the firm’s focus on downside protection in equity investing to the unique needs of high-net-worth and… Read more »

Expert Insights Structured Data Asset Management Component Tech Document Vault Institutional Investors Institutional Strategy Intelligence Era Women in Fintech +0
Michelle Bishop: Bringing Client Solutions to Life
Innovation Spotlight Video
Component Tech
Michelle Bishop: Bringing Client Solutions to Life

In this episode of the Communify Fincentric Innovation Spotlight, we sit down with Michelle Bishop, Chief Client Solutions Officer (Market Data) at Communify Fincentric, to talk about the power of listening to clients, creating meaningful solutions, and driving business value through technology. Over the past few decades, Michelle has worked with the largest banks in the… Read more »

Expert Insights Structured Data Asset Management Client Experience Component Tech Deterministic AI Document Vault Financial UI/UX Institutional Strategy Market Data Visualization Online Brokerage Personalization at Scale Retail Investors Wealth Management WealthTech Innovation Women in Fintech +0
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