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Turning Financial Noise into Trusted Intelligence on Your Platform
Article
Advised Client Experiences
Turning Financial Noise into Trusted Intelligence on Your Platform

Social media is reshaping how people engage with their financial lives, and the platforms that understand this first will win. For firms building the next generation of investor experiences, the question is no longer whether to meet users where they are. It is how to do it with the quality and trust that actually drives long-term engagement.  The… Read more »

Communify Experience Data Visualization Expert Insights +0
“Information Is Cheap. Trust Isn’t.” | Investor Validation with Holly Mackay
Innovation Spotlight
Investor Experiences
“Information Is Cheap. Trust Isn’t.” | Investor Validation with Holly Mackay

As AI floods the world with information, trust is becoming the most valuable asset in investing. Holly Mackay is Founder and CEO of Boring Money, a consumer intelligence platform that studies how real investors behave.   Through its proprietary research panel of over 18,000 investors — the “Boring Money Army” — her firm provides data and insights used by financial institutions and regulators across the… Read more »

Behavioral Science Data Visualization Expert Insights Innovation Behavioral Science Data Visualization Expert Insights Industry Leader Investor Experience Women in Fintech +0
Entireti Partners with Communify to Deliver the Advice Platform for the Intelligence Era
Press Release
Advisor Experiences
Entireti Partners with Communify to Deliver the Advice Platform for the Intelligence Era

Licensing and business services group Entireti is partnering with global financial technology company Communify, a leading provider of financial AI, digital and data solutions for the financial industry, to build an Australian-first digital ecosystem platform for advice businesses and their clients. Entireti’s ERAi platform will leverage AI and automation to gather, analyse and organise data from a… Read more »

Communify Corporate Partnerships & Acquisitions +0
Education & Engagement: Personalization in the Era of the Great Wealth Transfer
Article
Investor Experiences
Education & Engagement: Personalization in the Era of the Great Wealth Transfer

Intergenerational and spousal wealth transfers are on the rise.  This phenomenon, often referred to as the Great Wealth Transfer, is a massive and unprecedented movement of capital. Estimates suggest that primarily Millennials and Gen Z will inherit anywhere from US $80 trillion to US $124 trillion over the next two decades. Similarly, $54 trillion in spousal transfers will occur.  These transfers are not a single event; they are a long-term shift that is… Read more »

Communify Experience Expert Insights +0
Australian Wealth Management: AI Challenges and Solutions for Success in the Intelligence Era 
Article
Australian Wealth Management: AI Challenges and Solutions for Success in the Intelligence Era 

Australia’s wealth management sector is sitting on a bright future, with massive demand for advice, and to seize that opportunity firms need to be more operationally efficient and compliant with regulatory demands. Properly implemented AI and intelligent automation are the best ways to overcome those challenges and achieve meaningful, long-term success. The defined contribution scheme in Australia protects the system from global economic and political headwinds, ensuring… Read more »

Client Experience Intelligence Era Wealth Management +0
The Intelligent Advisor: Next-Gen AI-Powered Insights That Win Client Trust 
Article
Advisor Experiences
The Intelligent Advisor: Next-Gen AI-Powered Insights That Win Client Trust 

The Intelligent Advisor is the future of personalized advisory service. By providing a unified, AI-driven view of a client’s entire financial life, wealth managers are empowered to lead every conversation with unparalleled context and confidence.  Almost every advisor is forced to wear many hats, but the market doesn’t stand still while you manually stitch together… Read more »

Deterministic AI +0
How to Use AI and Build Trust, Impact and Personalization in Wealth Management  
Article
How to Use AI and Build Trust, Impact and Personalization in Wealth Management  

Bahadir Yilmaz, Chief Analytics Officer at ING, sat down with Communify to discuss how AI, when used properly, is at that point to deliver real impact and reliable results.   AI is beyond the experimentation and aspiration phase. With the right tools and processes, wealth managers can deliver the trust, impact and personalization clients have long… Read more »

Deterministic AI Deterministic AI Expert Insights Intelligence Era Wealth Management +0
4 AI Uses Cases in Wealth Management That Redefine the Advisor and Client Experience
Article
MIND AI
4 AI Uses Cases in Wealth Management That Redefine the Advisor and Client Experience

Joe Bonanno, Managing Director, Global Head of Data Analytics & Innovation at Citi, recently sat down with Communify to share his take on the most compelling AI opportunities in wealth.  Digital transformation in the financial industry demands the tangible, high-impact implementation of proven AI use cases in wealth management. The time for merely recognizing AI’s potential is… Read more »

Deterministic AI Expert Insights +0
Communify Acquires Empaxis Data Management, Unlocking the Power of Communify’s MIND™ AI for Wealth and Asset Management Firms  
Press Release
Communify Acquires Empaxis Data Management, Unlocking the Power of Communify’s MIND™ AI for Wealth and Asset Management Firms  

Acquisition integrates Empaxis’ data management expertise directly into Communify’s offering, solving the #1 barrier to AI adoption for wealth and asset managers: Data Management.    LOS ANGELES – October 16, 2025 – Communify, the leading provider of Financial AI, Digital and Data solutions for the financial industry, today announces its acquisition of Empaxis Data Management, a… Read more »

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