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Sowmya Konda: Empowering Portfolio Managers with a Tailored Document Vault
Innovation Spotlight Video
Advised Client Experiences
Sowmya Konda: Empowering Portfolio Managers with a Tailored Document Vault

In this episode of the Communify Fincentric Innovation Spotlight, we sit down with Sowmya Konda, Head of Operations at The London Company, to discuss how innovation in client data management and digital infrastructure is transforming their investment operations. From the firm’s focus on downside protection in equity investing to the unique needs of high-net-worth and… Read more »

Expert Insights Structured Data Asset Management Component Tech Document Vault Institutional Investors Institutional Strategy Intelligence Era Women in Fintech +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 Fincentric’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… Read more »

Expert Insights Structured Data Expert Insights Intelligence Era Real-Time Client Insights Structured Data Wealth Management +0
Communify Appoints Nicole Nakashian as Chief Operating Officer
News & Media
Communify Appoints Nicole Nakashian as Chief Operating Officer

Former InvestCloud COO brings 25+ years of operational expertise to Communify Fincentric LOS ANGELES, CA – November 14, 2024 – Communify Fincentric, a leader in unifying the communication of market and client data through best-in-class digital experiences, today announces the appointment of Nicole Nakashian as Chief Operating Officer (COO), effective immediately. Nakashian, recognized as one… Read more »

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