Communify
Get in touch

Resources

Filters

Clear All Filters

Product:

Core Topics:

“Make it About Me.” | The Wealth Personalization Shift with Geoff Lloyd
Innovation Spotlight Video
Advisor Experiences
“Make it About Me.” | The Wealth Personalization Shift with Geoff Lloyd

The future of wealth management is simple: make it personal. And today, personalization is being driven by real shifts in behavior, technology and expectations.  Geoff Lloyd is an Advisory Board Member at Communify, Chairman of Stake and former CEO of MLC. Across a 30-year career in financial services, he has led businesses through transformation across platforms, advice and superannuation.  In this episode… Read more »

Communify Experience Data Visualization Expert Insights Innovation Client Experience Expert Insights Industry Leader Intelligence Era Wealth Management +0
Turning Financial Noise into Trusted Intelligence on Your Platform
Article
Advised Client Experiences
Turning Financial Noise into Trusted Intelligence on Your Platform

Social media is reshaping how people engage with their financial lives, and the platforms that understand this first will win. For firms building the next generation of investor experiences, the question is no longer whether to meet users where they are. It is how to do it with the quality and trust that actually drives long-term engagement.  The… Read more »

Communify Experience Data Visualization Expert Insights +0
“Information Is Cheap. Trust Isn’t.” | Investor Validation with Holly Mackay
Innovation Spotlight Video
Investor Experiences
“Information Is Cheap. Trust Isn’t.” | Investor Validation with Holly Mackay

As AI floods the world with information, trust is becoming the most valuable asset in investing. Holly Mackay is Founder and CEO of Boring Money, a consumer intelligence platform that studies how real investors behave.   Through its proprietary research panel of over 18,000 investors — the “Boring Money Army” — her firm provides data and insights used by financial institutions and regulators across the… Read more »

Behavioral Science Data Visualization Expert Insights Innovation Behavioral Science Data Visualization Expert Insights Industry Leader Investor Experience Women in Fintech +0
Education & Engagement: Personalization in the Era of the Great Wealth Transfer
Article
Investor Experiences
Education & Engagement: Personalization in the Era of the Great Wealth Transfer

Intergenerational and spousal wealth transfers are on the rise.  This phenomenon, often referred to as the Great Wealth Transfer, is a massive and unprecedented movement of capital. Estimates suggest that primarily Millennials and Gen Z will inherit anywhere from US $80 trillion to US $124 trillion over the next two decades. Similarly, $54 trillion in spousal transfers will occur.  These transfers are not a single event; they are a long-term shift that is… Read more »

Communify Experience Expert Insights +0
4 AI Uses Cases in Wealth Management That Redefine the Advisor and Client Experience
Article
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 »

Deterministic AI Expert Insights +0
How Financial Firms Are Staying Competitive as AI Accelerates the Democratization of Wealth Management
Article
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 »

Communify Experience Deterministic AI Expert Insights Deterministic AI Expert Insights Industry Leader Knowledge Bases +0
How the City of London Is Growing Its Identity as a Global Fintech Hub
News & Media
MIND AI
How the City of London Is Growing Its Identity as a Global Fintech Hub

Attending the Communify Insights Experience in London, Howard Dawber, Deputy Mayor for London, Business & Growth joined the FinextraTV studio to share details on London’s identity as a growing hub for Fintech and how it compares to other global cities. Read the original article here: How the City of London Is Growing Its Identity as… Read more »

Communify Experience Expert Insights Expert Insights Industry Leader Intelligence Era +0
Bernard Del Rey: The Power of Smarter Client Interactivity and Gamification in Financial Decision-Making
Innovation Spotlight Video
Advised Client Experiences
Bernard Del Rey: The Power of Smarter Client Interactivity and Gamification in Financial Decision-Making

In this episode, we sit down with Bernard Del Rey, Co-Founder of Capital Preferences, for a thought-provoking conversation on how financial firms can truly understand their clients—not by collecting more data, but by asking better questions. From his roots in New York to his current life in New Zealand, Bernard shares the founding story behind… Read more »

Behavioral Science Expert Insights Behavioral Science Client Experience Decision Theory Expert Insights Investor Insights Wealth Management +0
The London Communify Insights Experience at BAFTA 
Article
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 »

Communify Corporate Communify Experience Data Visualization Deterministic AI Expert Insights Innovation Asset Management Client Experience Deterministic AI Expert Insights Knowledge Bases Wealth Management +0
Shachar Kariv: The Math Behind Money — Risk, Reward, and Human Behavior
Innovation Spotlight Video
Advisor Experiences
Shachar Kariv: The Math Behind Money — Risk, Reward, and Human Behavior

In this episode, we sit down with Shachar Kariv — Co-Founder and Chief Scientist at Capital Preferences, and Professor (and two-time Chair) of Economics at UC Berkeley. In a candid and thought-provoking conversation, Shachar shares his journey from building theoretical game models to shaping real-world financial decision-making — including the pivotal moment when a single,… Read more »

Behavioral Science Expert Insights Behavioral Sciences Expert Insights Financial Advisors Fintech Innovation Game Theory Investment Intelligence +0
3 / 4
×
Top