Communify Fincentric

#InnovationSpotlight: Michelle Bishop has spent decades working with the largest banks in the financial industry — and in this episode, she shares stories and perspectives that challenge the way we think about innovation, boldness, and personalization. Plus – learn a little about the history of MIND AI. ? Watch the full interview now on our website:?https://lnkd.in/dHFj9Mc4 ? #ClientExperience #WealthManagement #OnlineBrokerage #DeterministicAI #WealthTech #FintechLeadership #WomenInFintech #FinancialUX #MarketDataVisualization #InnovationSpotlight #CommunifyFincentric

“If you’re asking the wrong questions, you’re going to get really stupid answers.” ? In this episode of the Innovation Spotlight, "How to Approach Innovation in Finance," we sit down with Communify Fincentric's Chairman & CEO, John Wise. #Innovation #AI #WealthManagement #OnlineBrokerage #KnowledgeBases #BehavioralScience #Finance #InnovationSpotlight #CommunifyFincentric

New Episode Alert:?“If you’re asking the wrong questions, you’re going to get really stupid answers.” ? In this episode of the Innovation Spotlight, "How to Approach Innovation in Finance," we sit down with Communify Fincentric's Chairman & CEO, John Wise, to dive into: ? The unique needs of the financial sector ? The rise of AI (striking the balance between Deterministic AI (AI-D) and Probabilistic AI (AI-P)) and why it’s a game-changer ? How Knowledge Bases are transforming decision-making in wealth management ? The role of behavioral science and design in shaping the future of finance Watch the full episode now: https://lnkd.in/dQ56aG3p ? #Innovation #AI #WealthManagement #OnlineBrokerage #KnowledgeBases #BehavioralScience #Finance #InnovationSpotlight #CommunifyFincentric

That's a wrap on Future Proof! ? Last month, we hosted the Communify Fincentric Experience in Miami. This week, our team was back for Future Proof Citywide—and let’s just say, networking on the beach beats any conference center. ? A huge shoutout to the Future Proof team for an unforgettable event, and especially to our partners at F2 Strategy and the great group at the WealthTech Executive Hub. The energy, the innovation, the beach—what more could we ask for? ? New faces, longtime friends... even making lemonade (literally, on a bike thank you Macquarie Group). ? Until next time, Miami.? ? #FutureProof #Networking #Fintech #WealthManagement #Miami #CommunifyFincentric

Exciting news! We’re heading to Future Proof Citywide in Miami Beach! On Monday, March 17th, we’re co-hosting the WealthTech Executive Breakfast with our partner, F2 Strategy—the must-attend gathering for leaders shaping the future of WealthTech. Join Michael Rodgers and Madeline McNamara at this exclusive event, where innovators, decision-makers, and visionaries will connect, collaborate, and discuss key industry themes before diving into the conference. #FutureProof #WealthTech #FinTech #Leadership #EventAnnouncement #CommunifyFincentric

Founder & CEO of Pirker Partners, Alois Pirker explores the notion of where exactly value lays with client’s data, and how to deliver it.? ? In the intelligence era, data not only has to have a highly organized infrastructure, but that data also has to have?meaningattached to it. Within the real-time organization of data, accurate, intelligent insights have to be produced to construct the correct message for the client. ? Watch the first episode of the Innovation Spotlight series now to dive into this conversation and uncover how data is shaping the future of financial services!?https://lnkd.in/dYgaV6UK ? #Podcast #IndustryLeader #RealTimeClientInsights #StructuredData #WealthManagement #KnowledgeBases #DataIntelligence #AI #Finance #CommunifyFincentric #InnovationSpotlight

Today, we're at?WealthTech Matters Spring 2025 – hosted by Owen James at SEI in London – to talk about the value of #KnowledgeBases Mark Trousdale, Barbara Stutz, and Rachel Mansour will be hosting a roundtable discussion on ‘Unlocking AI's Potential with Data Strategies for Competitive Advantage.’ They’ll dive into key strategies to harness AI and data for the future of wealth management, including: 1. Mastering data with Knowledge Bases – Establishing a strong foundation to unlock AI’s full potential. 2. Leveraging AI for Intelligent Insights – Using different types of AI to drive personalization and efficiency. 3. Engaging investors and investment professionals through compelling insight delivery – Exploring novel approaches to data visualization for better decision-making. ? Join us for this discussion on the future of AI-driven wealth management! Let us know if you’ll be attending. ? #FutureofFinance #WealthtechMatters2025 #OwenJamesEvents #EventAnnouncement #CommunifyFincentric #DataStrategies #WealthManagement

The Communify Fincentric Experience 2025 brought together industry leaders for a two and a half day exploration into the innovation happening across in the financial industry. The Experience – led by speakers and panelists from online brokerage, wealth and asset management, media and fellow technology firms – took attendees on a journey through groundbreaking products, services and strategies that are leading the new era of intelligence in finance. To learn more, take a look at the Experience Recap: https://lnkd.in/deifU8qW #CFExperience2025

Coming soon to a screen near you... Last week, we hosted over 30 industry leaders (like Alois Pirker, Steve Ellis, Daniel Meacham and many more) at our?Innovation Spotlight—a pop-up podcast studio designed to capture quick, insightful conversations on innovation in finance. From data to AI, design to decision theory and more. ? Stay tuned for the first episode, dropping next week.?? #CFExperience2025 #Fintech #Innovation #CommunifyFincentric #InnovationSpotlight

“Sometimes, I think about investment professionals as pilots that have to fly a plane built in the 1950s.”— Shachar Kariv ??The 2025 Communify Fincentric Experience has come to a close! We wrapped up with a thought-provoking panel on delivering the right information to the right person at the right time, leveraging customizable and flexible Component Tech alongside empathetic design.?? — Shachar Kariv, PhD Behavioral Economics, Co-Founder, and Chief Scientist, Capital Preferences ? — Vicent Sos Mu?oz, Chief Information Officer, Communify Fincentric? — Michelle Bishop, Co-Chief Client Solutions Officer, Market Data ? Huge thanks to our speakers, panelists & attendees—this is just the beginning. See you at the next stop! ? #CFExperience2025 #Fintech #AI #FutureofFinance #Innovation