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“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 »

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“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 »

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Australian Investor Engagement: How Compulsory Saving Created a Nation of Informed Investors & What Firms Must Do Next 
Article
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Australian Investor Engagement: How Compulsory Saving Created a Nation of Informed Investors & What Firms Must Do Next 

Increasing Australian investor engagement is one of the most significant – and least anticipated – outcomes of mandated saving, and the lesson it is teaching financial firms goes well beyondcontribution rates.  When a population is forced to save for 35 years, something unexpected happens: they start paying attention. The firm that holds their money is no longer just a… Read more »

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“Become a Media Company.” – Delivering Financial Education in the Intelligence Era with Aaron Harding
Innovation Spotlight Video
Component Tech
“Become a Media Company.” – Delivering Financial Education in the Intelligence Era with Aaron Harding

For decades, financial education in the US and other countries has followed a single playbook. Programs were designed around what compliance required – not always around what investors needed to make confident decisions about their money. The result has been a widening gap between what the industry offers and what clients are looking for, and a real opening for… Read more »

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Portfolio Data Management: A History of Legacy Tech, Immobile Data – and How Communify Fixes Them
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Portfolio Data Management: A History of Legacy Tech, Immobile Data – and How Communify Fixes Them

The real risk in portfolio data management is immobile data trapped in a tech stack that was not designed to keep up. Let’s get that data moving.  Running a tight investment operation today means delivering accurate, timely data – not wrestling with fragmented infrastructure that was not built for integration. Across custodians, performance engines, external bank accounts and third-party aggregators, firms are stitching together a… Read more »

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How to Modernize Your Platform Without Replacing the Systems You Rely On
Article
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How to Modernize Your Platform Without Replacing the Systems You Rely On

The pressure to modernize is real, and the industry is responding. As one example, 74% of organizations have placed “important” or “high” priority on making investments in tech operations for this year, according to a WealthManagement.com survey.  But the progress – as Richard Garman, Founding Partner at FTV Capital, put it – is largely cosmetic. Across online brokerages, investment platforms and wealth firms, the dominant upgrade strategy has been an… Read more »

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“The Way Financial Advice Has to Go.” – Using AI for Scale and Accuracy with Rupert Baron
Innovation Spotlight Video
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“The Way Financial Advice Has to Go.” – Using AI for Scale and Accuracy with Rupert Baron

The wealth management industry is at the start of a steep innovation curve – one driven by AI, cost pressure and a growing recognition that legacy tech and the limits of human capacity are standing in the way of better advice.  Rupert Baron is the former CEO of Rathbones, Co-Founder of TechnoWealth and a Communify Board Member. His career span of 40 years… Read more »

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“The Blend of Curation and Personalization – That’s the Future.” Building Trusted Content with Zoe Coutinho
Innovation Spotlight Video
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“The Blend of Curation and Personalization – That’s the Future.” Building Trusted Content with Zoe Coutinho

The way financial media is delivered is changing fast. AI is raising the stakes for every publisher – and the Financial Times is thinking carefully about how to harness it without compromising what makes it trusted.  In this episode of the Innovation Spotlight, Communify’s Mark Trousdale sat down with Zoe Coutinho, Product Director at the FT, to hear how one of the world’s leading financial newsrooms is using… Read more »

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The Intelligence Era Has Arrived for Independent Firms: Compete at Scale Using AI
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The Intelligence Era Has Arrived for Independent Firms: Compete at Scale Using AI

For years, the accepted logic in financial services was straightforward: scale belongs to institutions with the infrastructure and the headcount to match. For independent investment firms, competing at the standard that ultra-high-net-worth clients expect was once a question of capacity as much as capability.  Cloud computing changed the infrastructure equation a decade ago. What AI is doing now… Read more »

Communify Experience Data Visualization Deterministic AI Expert Insights Innovation Deterministic AI Expert Insights Industry Leader Intelligence Era Knowledge Bases Wealth Management +0
How Deutsche Bank Research Brings Existing Research to Life in the Intelligence Era
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How Deutsche Bank Research Brings Existing Research to Life in the Intelligence Era

The challenge for most firms is not the research they produce. It is whether that research reaches its audience in a format will actually be consumed.  Deutsche Bank Research publishes across thousands of securities, multiple regions and dozens of languages. The research is differentiated. The harder question – and the one Pam Finelli, Global COO at Deutsche Bank Research, addressed at the Communify Intelligence Experience – is… Read more »

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