Resources

How Financial Firms Are Staying Competitive as AI Accelerates the Democratization of Wealth Management

Article

Investor Experiences

How Financial Firms Are Staying Competitive as AI Accelerates the Democratization of Wealth Management

Andrew Bresler, CEO of Saxo Bank, recently sat down with Communify during the Communify Insights Experience, sharing his view on technology’s role in democratization. “The democratization of wealth management is a win not only for the everyday investor, but for the financial industry at large. Rapid advances in technology now make it possible for a… Read more »

Article

How to Drive Engagement and Clarity Around Investment Decision-Making

Holly Mackay, Founder & CEO of Boring Money, sits down with Communify to discuss how the investment decision-making process needs a new narrative. Without clear communication and a story to tell, clients will remain timid and indecisive, missing out on real investment opportunity. The wealth management industry has long struggled in putting its best foot forward with… Read more »

Communify Experience +0

How Key Trends Are Redefining Wealth Management in 2025

Article

Knowledge Bases

How Key Trends Are Redefining Wealth Management in 2025

Rupert Baron, former CEO of Rathbones, sat down with Communify to discuss how wealth management is rapidly changing, with trends driven by powerful shifts in the economy, technology, and client demographics. It’s an environment where the old rules are out the window, and if you’re not adapting, you’re getting left behind. Today’s advisors are facing… Read more »

Communify Experience Asset Management Deterministic AI Expert Insights Industry Leader Wealth Management +0

News & Media

Component Tech

Finextra Pro | Welcome to Beta

Finextra Pro Beta is here, the most powerful financial search engine. Designed by Communify and powered by MIND™ AI, the app transforms how investors and investment professionals explore markets. From real-time market recaps and dynamic watchlists to AI-powered Stock Stories and personalized portfolios, discover how Finextra Pro makes market insights more accessible, engaging, and actionable.

Communify Corporate Deterministic AI Partnerships & Acquisitions Client Experience Deterministic AI Knowledge Bases +0

From Study to Solution | The Making of Finextra Pro

News & Media

Investor Experiences

From Study to Solution | The Making of Finextra Pro

Discover how Finextra partnered with Communify, the Financial AI, Digital & Data Solutions Company, to build a new platform that extends their business, drives growth, and adds value for their members. The collaboration began with a Solution Design Study. The outcome is Finextra Pro—the most powerful financial search engine. Finextra Pro combines trusted financial news… Read more »

Communify Corporate Partnerships & Acquisitions Client Experience Deterministic AI Knowledge Bases +0

How the City of London Is Growing Its Identity as a Global Fintech Hub

News & Media

MIND AI

How the City of London Is Growing Its Identity as a Global Fintech Hub

Attending the Communify Insights Experience in London, Howard Dawber, Deputy Mayor for London, Business & Growth joined the FinextraTV studio to share details on London’s identity as a growing hub for Fintech and how it compares to other global cities. Read the original article here: How the City of London Is Growing Its Identity as… Read more »

Communify Experience Expert Insights Expert Insights Industry Leader Intelligence Era +0

The London Communify Insights Experience at BAFTA

Article

Advised Client Experiences

The London Communify Insights Experience at BAFTA

Communify lands in London for a half-day of exciting insight and innovation. 85% of North American brokerages rely on Communify capabilities. This isn’t just presence in the market—it’s the infrastructure behind much of the industry. At the London Communify Insights Experience, held at BAFTA, we brought that foundation to Europe for onstage demonstrations of… Read more »

Communify Corporate Communify Experience Data Visualization Deterministic AI Expert Insights Innovation Asset Management Client Experience Deterministic AI Expert Insights Knowledge Bases 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