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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 »

Knowledge Bases
Wealth managers’ use and mastery of AI is critical to future success, especially when it comes to earning the business of a younger clientele.  

As wealth shifts to younger generations, there’s no guarantee those inheriting it will stay with their parents’ or grandparents’ advisors.  That’s why AI is no longer just a nice-to-have in wealth management; it’s mission critical. The firms that learn to use AI to speak the language of Millennials and Gen Z will win. The rest… Read more »

Investor Experiences
How Financial Firms Are Staying Competitive as AI Accelerates the Democratization of Wealth Management

Andrew Bresler, CEO of Saxo Bank, recently sat down with Communify during the Communify Insights Experience, sharing his view on technology’s role in democratization. “The democratization of wealth management is a win not only for the everyday investor, but for the financial industry at large. Rapid advances in technology now make it possible for a… Read more »

Advised Client Experiences
The London Communify Insights Experience at BAFTA 

Communify lands in London for a half-day of exciting insight and innovation. 85% of North American brokerages rely on Communify capabilities. This isn’t just presence in the market—it’s the infrastructure behind much of the industry.   At the London Communify Insights Experience, held at BAFTA, we brought that foundation to Europe for onstage demonstrations of… Read more »

Knowledge Bases
Communify Experience 2025: Innovation, Intelligence & What’s Next…

If you’ve interacted with digital financial information over the past few decades, chances are you’ve experienced our work. For over 40 years, we’ve been quietly revolutionizing how investors and investment professionals interact with financial data, transforming complex information into clear, actionable insights. This is the first post in a series that will explore the key opportunities… Read more »

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