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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
Ryan McKay: Scaling Personalization with Deterministic AI
Innovation Spotlight Video
Ryan McKay: Scaling Personalization with Deterministic AI

In this episode we sit down with Ryan McKay, Director of Sales at Communify Fincentric, to explore how innovation is driving scalable personalization in wealth management. Ryan shares his perspective on pushing the boundaries of client experience using AI, and how Communify Fincentric’s deterministic AI framework enables compliance-ready, insight-driven tools for advisors and investors alike.… Read more »

Client Experience Data Mastery Deterministic AI Intelligent Insights Knowledge Bases Wealth Management +0
Kasey Gaines: High-Touch Wealth Management for Pro Athletes
Innovation Spotlight Video
Advised Client Experiences
Kasey Gaines: High-Touch Wealth Management for Pro Athletes

In this episode of Communify Fincentric Innovation Spotlight, we sit down with Kasey Gaines, Founder of PSALM Capital, to explore the unique financial needs of professional athletes—and how empathy, timing, and design-first technology play a pivotal role in serving them. Kasey shares his journey from advisor at RBC to launching a full-service wealth management firm… Read more »

Advisor Tools Client Experience Retirement Planning UX Design Wealth Management +0
Will Bailey: Australia’s Demand for Financial Advice
Innovation Spotlight Video
Will Bailey: Australia’s Demand for Financial Advice

In this episode of Communify Fincentric Innovation Spotlight, we sit down with Will Bailey, President of International Sales, for a candid and wide-ranging conversation on motorcycles, market expansion, and the future of wealthtech. As Will prepares to relocate to Australia, he shares his perspective on the region’s rapidly evolving financial landscape—where an aging yet affluent… Read more »

Deterministic AI Expert Insights Innovation +0
Michael Rodgers: From Deep Blue to Deterministic AI—Getting Smarter with Strategy
Innovation Spotlight Video
Michael Rodgers: From Deep Blue to Deterministic AI—Getting Smarter with Strategy

In this episode of Communify Fincentric Innovation Spotlight, we sit down with Michael Rodgers, EVP of Events at Communify Fincentric, to explore the intersection of innovation, sales, and storytelling in financial services. Michael reflects on the power of in-person events, how they build relationships, drive visibility, and create momentum—not just for Communify, but for clients… Read more »

Advisor Productivity Asset Management Client Engagement Financial Data Wealth Management +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
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