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“A more engaged customer leads to a more confident customer.” – Meeting Client Expectations with John Greaves
Innovation Spotlight Video
Component Tech
“A more engaged customer leads to a more confident customer.” – Meeting Client Expectations with John Greaves

Digital expectations are rising, and clients are already turning to general-purpose AI for help with their money. For firms, the opportunity is to bring together better client data, new regulation and engaging content so clients make better financial decisions. This episode of Innovation Spotlight was recorded live in London.  John Greaves is Head of UK… Read more »

Deterministic AI Expert Insights +0
“Products look for problems. Solutions solve problems.” – Innovating from Purpose with Alex Funk 
Innovation Spotlight Video
Advised Client Experiences
“Products look for problems. Solutions solve problems.” – Innovating from Purpose with Alex Funk 

Every firm is under pressure to innovate. The ones that make real progress start by asking what the innovation is for. Communify’s Mark Trousdale sits down with Alex Funk to talk about innovating with intent.  Alex Funk is CEO of PortfolioMetrix, an investment solutions business built around removing complexity for financial advisors and giving them back the space and… Read more »

Innovation +0
“Make It Fun.” – Smarter Investing with Holly Mackay
Innovation Spotlight Video
“Make It Fun.” – Smarter Investing with Holly Mackay

Most people don’t need more financial information. They need information delivered in a way that actually makes sense to them. In this episode of the Innovation Spotlight, Holly Mackay, Founder of Boring Money, joins Mark Trousdale to talk about why simplicity, empathy and even a bit of entertainment matter as much as accuracy.  Holly founded Boring Money ten years ago to help everyday consumers make… Read more »

Expert Insights Client Experience Expert Insights Industry Leader Women in Fintech +0
The $100 Billion Free-to-Play Secret and his Game Turning Stocks Into Fantasy Football
Innovation Spotlight Video
Knowledge Bases
The $100 Billion Free-to-Play Secret and his Game Turning Stocks Into Fantasy Football

From selling 30-second ad slots to running a games division and building mobile hits, Tony Pearce has spent 30 years learning how games make money. In this episode he breaks down how the gaming industry quietly grew into a $200 billion machine, with half of that figure accounted for from free-to-play mobile games. Tony then… Read more »

Behavioral Science Communify Experience Data Visualization Deterministic AI Expert Insights Innovation Structured Data +0
How Financial Firms Make Their Data Ready for Agentic AI 
Article
Knowledge Bases
How Financial Firms Make Their Data Ready for Agentic AI 

The firms that lead the Intelligence Era won’t be those with the most AI. They’ll be the ones whose data is truly ready for AI.  Every firm building for investors and investment professionals is now running the same experiment: fold AI into the platform, and hope the output holds up. But that experiment has a breaking point: the more a… Read more »

Communify Experience Expert Insights Industry Leader Intelligence Era Knowledge Bases Wealth Management +0
London Intelligence Experience 2026 Recap | Communify
Article
MIND AI
London Intelligence Experience 2026 Recap | Communify

Inside the Room: A Recap of Communify’s London Intelligence Experience 2026 Communify brought the industry together at BAFTA, 195 Piccadilly, for the 2026 London Intelligence Experience. A day built around one central idea: the intelligent era of financial services is no longer coming; it’s here. The watch-along video above captures the energy of the room,… Read more »

Communify Corporate Communify Experience Innovation Asset Management Client Experience Deterministic AI Expert Insights Intelligence Era Knowledge Bases Wealth Management +0
“Technology Supports the Human Being.” – Leveling Up Investment Operations with Jeff Harvey
Innovation Spotlight Video
Component Tech
“Technology Supports the Human Being.” – Leveling Up Investment Operations with Jeff Harvey

Deep Blue Investment Advisors manages money on behalf of local government entities, school boards, fire departments and public institutions – clients where every performance decision has a downstream impact on the communities they serve. The moment a report goes out, it’s public record. For Jeff Harvey, Executive Director of Operations, that accountability makes accuracy non-negotiable.  As fee structures tighten and capable advisers proliferate, Jeff… Read more »

Communify Experience Deterministic AI Innovation Structured Data Deterministic AI Expert Insights Intelligence Era Knowledge Bases Wealth Management +0
“It Better Be an Outstanding Experience.” – Using AI to Exceed Client Expectations with Ali Bastani
Innovation Spotlight Video
Knowledge Bases
“It Better Be an Outstanding Experience.” – Using AI to Exceed Client Expectations with Ali Bastani

What does it take to deliver an outstanding digital experience to ultra-high-net-worth clients – while competing against firms with far greater resources? In this episode of Innovation Spotlight we sit down with Ali Bastani, Co-Founder and Managing Director at Seven Post, to explore exactly that.  Seven Post was founded 15 years ago by six Goldman Sachs veterans and today manages approximately $9 billion for 50… Read more »

Communify Experience Deterministic AI Expert Insights Innovation Client Experience Deterministic AI Expert Insights Industry Leader Intelligence Era Knowledge Bases Wealth Management +0
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