Unifying the communication of market & client data

Communify Fincentric Launches Next-Generation Wealth Management Solutions Read The Press Release

Meet the team at Communify Fincentric

Our Mission

To bring behavioral science and innovation to every financial institution (to be the best choice for all communications – digital, beautiful and simple communication).

Our Vision

Communify – unify the communication of market and client data (to be the best-in-class digital partner for the financial markets).

Press Release

The future of the
client and advisor
experience

AI-powered MIND^TM apps, advanced Digital Referral^TM and more introduce a new era of digital, redefining what’s possible for advisory firms and their clients.

Meet the team at Communify Fincentric

John Wise

Chairman and CEO

Yaela Shamberg

Chief Product Officer

Fiona Francois

CFO & President of Sales Ops

Michael Smith

EVP, Business Development

Colin Close

President and Company Secretary

Renee Spampinato

Head of Fincentric & EVP Client Solutions and Delivery

Bethany Baer

EVP, Technology, Fincentric

Vicent Sos

Chief Information Officer & EVP, Technology, Communify

Will Bailey

President International Sales

Hannah Kattermann

SVP, Product

Noelle Hozumi

EVP, Sales

Scott Kortgard

SVP, Sales

Sarah Chubak

EVP, Business Development

Walker Daniel

Chief Marketing Officer

Tanya Wilkins

Chief of Staff

Pete Caslavka

Head of Strategic Finance

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