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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
Finextra Pro | Welcome to Beta
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
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
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
Webinar: Knowledge Bases
News & Media
Investor Experiences
Webinar: Knowledge Bases

In today’s fast-evolving AI landscape, financial institutions are grappling with a fundamental challenge—how to ensure that AI-driven insights are accurate, reliable, and truly useful. This webinar, featuring financial industry experts Michael Smith and Katherine Cote, dives deep into the critical role of Knowledge Bases in building trust and efficiency in AI applications. Join this session… Read more »

Communify Experience Deterministic AI Expert Insights Innovation Structured Data Knowledge Bases On-Demand Session +0
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