Communify

Announcement: Communify Acquires Empaxis Data Management, Inc., Unlocking the Power of Communify’s MIND™ AI for Wealth and Asset Management Firms. The acquisition integrates Empaxis’ data management expertise directly into Communify’s platform, solving the #1 barrier to AI adoption in wealth and asset management: data management. “Advisors and asset managers demand faster insights, automation, and personalization—but data management remains a major obstacle,” said John Wise, CEO of Communify. “The acquisition of Empaxis eliminates those barriers, unifying client and market data within Communify’s Knowledge Base and powering MIND™ AI to deliver best-in-class Portfolios, Research, and Client Stories.” As part of this expansion, Communify is offering AI-Readiness Data Studies to wealth and asset management firms. These studies provide a clear roadmap for building an automated, AI-powered foundation. Read the full announcement: https://lnkd.in/dY_fY65e #FinancialAI #WealthManagement #MINDAI #DataManagement #Fintech #Communify #Empaxis

What if every advisor started the day already briefed on their whole book? Personalized Podcasts in Intelligent Advisor turn overnight market moves across each advisor’s book into a Daily Wrap, plus a Weekly Intelligence Wrap. Hear it at Booth 1708 in Boston – book 15 minutes. #SchwabIMPACT #WealthTech #FinancialAI

Intelligent Advisor covers the client lifecycle – Advisor and Client Portals, Meeting Prep, Planning and AI ClientScore™ – so your firm can grow without letting quality slip. See it live at Booth 1708 in Boston this week. #SchwabIMPACT #FinancialAI #WealthTech

Add mass value at the press of a button. A personal audio briefing for every client, generated in seconds. Ask us how at Booth 1708 - book 15 minutes. #SchwabIMPACT #IntelligentAdvisor #FinancialAI

Double your client base – without doubling your team. Intelligent Advisor handles meeting prep, portfolio monitoring and routine client updates, giving your advisors the capacity to serve more clients with the same quality for every one. See it at Booth 1708 in Boston this week. #SchwabIMPACT #FinancialAI #WealthTech

Designed Financial AI, Digital and Data Solutions for the Intelligence Era. Communify turns market and client data into intelligent insights for top advisors around the globe – 10 million+ AI insights delivered daily for 400+ firms managing $20T+ in AUM. Meet the Communify team at Booth 1708 in Boston this week. #SchwabIMPACT #FinancialAI #WealthTech