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. He also dives into the critical role of data mastery and Knowledge Bases—highlighting how strong data governance and pre-integrated content sets power faster, more impactful solutions across the platform.
