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MIND AI
Communify Unveils Money Map, the AI-Powered Knowledge Base that Reinvents Client Onboarding and Automates the Complete Financial Picture

New tool instantly creates a PFS (Professional Finance Statement). This is achieved through a central knowledge base that makes the advisor more intelligent & proactive, replacing the month-long onboarding process with a strategy session and powering a new generation of insight-driven advisor tools like Client Stories and Financial Chat.  LOS ANGELES – October 9, 2025 –… 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 »

Component Tech
Finextra Pro | Welcome to Beta

Finextra Pro Beta is here, the most powerful financial search engine. Designed by Communify and powered by MIND™ AI, the app transforms how investors and investment professionals explore markets. From real-time market recaps and dynamic watchlists to AI-powered Stock Stories and personalized portfolios, discover how Finextra Pro makes market insights more accessible, engaging, and actionable.

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 »

Investor Experiences
Webinar: Knowledge Bases

In today’s fast-evolving AI landscape, financial institutions are grappling with a fundamental challenge—how to ensure that AI-driven insights are accurate, reliable, and truly useful. This webinar, featuring financial industry experts Michael Smith and Katherine Cote, dives deep into the critical role of Knowledge Bases in building trust and efficiency in AI applications. Join this session… Read more »

MIND AI
Communify Wins Award for Innovation in Artificial Intelligence at WealthBriefing Awards 2025

LONDON, UNITED KINGDOM – Communify Fincentric, a leader in unifying the digital communication of client and market data for the financial sector, has been named the winner in the “Innovative Use of Artificial Intelligence” category at the WealthBriefing European Awards 2025, announced March 27 in London. The award recognizes Communify Fincentric’s longstanding work in delivering intelligent… Read more »

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 »

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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