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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

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