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Innovation Spotlight
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Knowledge Bases
Nicole Nakashian: The Infrastructure Behind Innovation
In this episode we sit down with Nicole, Chief Operating Officer at Communify Fincentric, to talk about what it takes to build and operate a secure, stable, and scalable platform in financial services. Nicole shares her unique perspective on platform innovation, the culture of collaboration driving the team forward, and why operational excellence is foundational… Read more »
Innovation Spotlight
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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 »
Innovation Spotlight
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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 »
Innovation Spotlight
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Will Bailey: Australia’s Demand for Financial Advice
In this episode of Communify Fincentric Innovation Spotlight, we sit down with Will Bailey, President of International Sales, for a candid and wide-ranging conversation on motorcycles, market expansion, and the future of wealthtech. As Will prepares to relocate to Australia, he shares his perspective on the region’s rapidly evolving financial landscape—where an aging yet affluent… Read more »
Innovation Spotlight
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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 »
Innovation Spotlight
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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 »
Innovation Spotlight
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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 »
Innovation Spotlight
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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 »
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 »
