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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 »

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Communify Appoints Jennie Wang as Chief Client Solutions Officer
Press Release
Communify Appoints Jennie Wang as Chief Client Solutions Officer

Former Chief Experience Officer of InvestCloud to drive delivery of wealth solutions and establish Florida presence for Communify Fincentric LOS ANGELES, CA – November 25, 2024 – Communify Fincentric, the leader in unifying market and client data through best-in-class digital experiences, today announces the appointment of Jennie Wang as Chief Client Solutions Officer, effective immediately.… Read more »

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