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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 »

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 »

Component Tech
Michelle Bishop: Bringing Client Solutions to Life

In this episode of the Communify Fincentric Innovation Spotlight, we sit down with Michelle Bishop, Chief Client Solutions Officer (Market Data) at Communify Fincentric, to talk about the power of listening to clients, creating meaningful solutions, and driving business value through technology. Over the past few decades, Michelle has worked with the largest banks in the… Read more »

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