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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
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
Michelle Bishop: Bringing Client Solutions to Life
Innovation Spotlight Video
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 »

Expert Insights Structured Data Asset Management Client Experience Component Tech Deterministic AI Document Vault Financial UI/UX Institutional Strategy Market Data Visualization Online Brokerage Personalization at Scale Retail Investors Wealth Management WealthTech Innovation Women in Fintech +0
John Wise: How to Approach Innovation in Finance
Innovation Spotlight Video
Knowledge Bases
John Wise: How to Approach Innovation in Finance

In this episode of the Communify Fincentric Innovation Spotlight, we sit down with John Wise, Chairman and CEO of Communify Fincentric, to explore the latest innovation initiatives in the financial industry. John discusses the power of AI, the importance of Knowledge Bases, and how behavioral science and design principles shape the future of investing. From… Read more »

Deterministic AI Expert Insights Innovation Structured Data AI AI-D Behavioral Science Industry Leader Knowledge Bases Market Data Personalization Online Brokerage Wealth Management +0
Alois Pirker: The Next Era of Wealth Management
Innovation Spotlight Video
Advisor Experiences
Alois Pirker: The Next Era of Wealth Management

In this episode of the Communify Fincentric Innovation Spotlight, host Mark Trousdale sits down with Alois Pirker, CEO and founder of Pirker Partners, to discuss the evolution of software in wealth management. They explore the shift from post-trade data analysis to real-time client insights, the role of AI in transforming the industry, and the importance of… Read more »

Expert Insights Innovation Behavioral Sciences Industry Leader Innovation Online Brokerage Real-Time Client Insights Structured Data Wealth Management +0
Introducing Innovation Spotlights
Innovation Spotlight Video
Introducing Innovation Spotlights

Clueing us into the conversations to come, Communify’s Chief Growth Officer, Mark Trousdale outlines just what to expect from his Innovation Spotlight sit downs. From wealth management, asset management and direct investing to media and information, the Innovation Spotlight seat hosts a wide spectrum of the biggest industry leaders in the intelligence era. From these… Read more »

Expert Insights Structured Data Expert Insights Intelligence Era Real-Time Client Insights Structured Data Wealth Management +0
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