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Knowledge Bases
“What’s Your Family’s Mission Statement?” – Winning the Wealth Transfer and the Advisor’s Evolving Role with Brian Casey

With an entire generation of clients and advisors moving toward retirement, the wealth management industry is at a crossroads. Brian Casey is CEO of Westwood Holdings Group, a Dallas-based wealth and asset management firm that has been in business for more than four decades. With wealth now passing to the next generation at an increasing rate, he believes… Read more »

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 »

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 »

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 »

Knowledge Bases
John Wise: How to Approach Innovation in Finance

In this episode of the Communify Fincentric Innovation Spotlight, we sit down with John Wise, Chairman and CEO of Communify Fincentric, to explore the latest innovation initiatives in the financial industry. John discusses the power of AI, the importance of Knowledge Bases, and how behavioral science and design principles shape the future of investing. From… Read more »

Introducing Innovation Spotlights

Clueing us into the conversations to come, Communify’s Chief Growth Officer, Mark Trousdale outlines just what to expect from his Innovation Spotlight sit downs. From wealth management, asset management and direct investing to media and information, the Innovation Spotlight seat hosts a wide spectrum of the biggest industry leaders in the intelligence era. From these… Read more »

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