Communify Fincentric

Finextra TV/ai

AI & Wealth: How to Build Trust Through Impact & Personalisation

Whilst at Money 20/20 in Amsterdam, Bahadir Yilmaz, Chief Analytics Officer, ING joined FinextraTV to provide some data insights in relation to growing AI conversations. Describing the challenge of taking data from its origins into actionable, presentable insights for clients, Yilmaz explains how a succesful, easy process will help to increase client's comfort with sharing larger, useful portions of data. Yilmaz, while speaking to AI use cases, says that clients are not interested in what happens behind-the-scenes, they care more for faster services and experiences where they can personally notice the change.

29 July 2025

Finextra TV/wealth

Australian Wealth: How Superannuation Growth is Prompting Technology Conversations

Whilst at the Communify Fincentric Experience 2025, Lachlan Hardy, Head of Sales & Business Development - APAC, Communify Fincentric helped to provide his unique insight into how the Australian wealth market compares to others. Speaking to the growth of self-directed wealth and superannuation funds, Hardy describes how one of the key considerations are around how technology is interacting and enabling this growth.

23 July 2025

Finextra TV/wealth

How The Future of Data is Personalisation & Scalability

Stepping away from a busy Communify Fincentric User Experience 2025, Nichole Nakashian, Chief Operating Officer, Communify Fincentric spoke with FinextraTV on the process behind product development. Discussing security and customer protection, Nakashian explains how events help to contextualise the importance of products and how the future will feature higher data personalisation and quality data for heightened scalability.

15 July 2025

Finextra TV/wealth

What Will The Next Generation of the Investing Landscape Look Like?

Whilst attending the Communify Fincentric Experience 2025, Brian Casey, CEO, Westwood Holding Group, joined the FinextraTV studio and shared his thoughts on the event, the importance of networking and how exciting the next generation of investing will be. As part of this next generation, Casey says investors will continue to look for objective advice and guidance against the backdrop of a plethora of options.

08 July 2025

Finextra TV/wealth

The 3 Key Trends in Wealth Management in 2025

Whilst at the FinextraTV Studio at the Communify Fincentric Experience 2025, RP Sandilya, Broadridge, explained 3 of the key trends he's seen in wealth management recently. From the democratisation of the industry as younger investors come into the market to the changing system requirements and modernisation.

01 July 2025

Finextra TV/payments

How Behavioural Science Can Influence Financial Decision Making

Amidst a busy Communify Fincentric Experience 2025 in Miami, Shachar Kariv, Co-Founder & Chief Scientist, Capital Preferences joined the FinextraTV studio to discuss how financial wellbeing has gradually become a more significant part of overall wellbeing. Using his scientific experience, Kariv explains how, while they might feel opposing, behavioural science interjects perfectly with financial success. As Kariv says, "if we don't have well-defined questions, we won't have well-defined answers".

24 June 2025

Finextra TV/wealth

The Unique Needs of Both The Novice & High Net-Worth Investor

Kasey Gaines, Founder, Psalm Capital in his FinextraTV interview at the Communify Fincentric 2025 Experience gave his unique insights on two quite different investor types. Explaining both the heavy-lifting advisory needs of Hight Net-Worth investors and the importance of risk tolerance assessments for the more novice ones, his advice in both situations emphasises the importance of the financial advisor.

22 May 2025

Finextra TV/wealth

Will Developing Technologies Ease the Self-Directed Experience?

Attending the Communify Fincentric Experience 2025, Geoff Lloyd, Founder, Babylon Capital joined FinextraTV to talk about how, as a part of the Australian market, he is watching the US and UK closely as they expand on developing technologies. According to Lloyd, many of these technologies could represent an innovation that will further level the playing field for the self-directed investor and even for those managing their superannuation funds.

07 May 2025

Event/ai

On-Demand – Transforming wealth management through macroeconomic insights

How can wealth managers deliver confidence, clarity, and long-term value for their clients in an increasingly complex global financial landscape?

Speakers from: Communify Fincentric, JBI Metia, The Economist Group

15 April 2025 164

Finextra TV/cloud

How Knowledge Bases Enable Trusted Insights

During a quiet period at the 2025 Communify Fincentric Experience, Yaela Shamberg, Chief Product Officer, sat down with FinextraTV to give her outlook on the current technological landscape. From the innovation of componentization, data knowledge bases and brand differentiation, Shamberg discusses the main optimisms for 2025 in Fintech.

28 March 2025

Finextra TV/markets

Communify Fincentric Unifies Financial Data with Acquisition from S&P Global

John Wise, Chairman and CEO of Communify Fincentric, explains the backstory to the company's acquisition of Markit on Demand from S&P Global. Aimed at fixing the financial industry's persistent challenge of fragmented data, this strategic move unifies client and market information in a single platform, integrating over 4,000 global data feeds to enhance AI-driven insights for portfolio managers, advisors and self-directed investors. By merging these data sets, the business intends to set a new standard for the broking, wealth and asset sectors, enabling institutions to navigate complex data landscapes and drive growth in a digital world.

15 August 2024

News/markets

Communify acquires Fincentric from S&P Global

Wealthtech entrepreneur John Wise and PE firm Stellex Capital Management have acquired S&P Global’s Fincentric business with a view to providing digital experiences and financial data distribution to the wealth, broking and asset management industries.

15 August 2024