Overview

In the financial industry, information is everywhere. Market data streams through disparate feeds, while client data remains trapped in siloed systems, making aggregation and normalization cumbersome. Communify Fincentric solves this by unifying client and market data in a single, beautifully designed and intuitive system. Our platform seamlessly integrates 4,000+ unique data feeds, offers intelligent normalization for uniform analysis and deploys rapidly at a fraction of the cost compared to building from scratch.

Communify Fincentric
Experiences

Our products, available both off-the-shelf or highly custom, create engaging user experiences and financial data visualizations that enhance our clients’ ability to stand out in the market.

Cutting-edge financial data visualizations, interfaces and investor experiences

Enhance your market research experience with pre-built, ready to integrate apps and APIs that deliver institutional grade data through beautiful visualizations.

Advanced advisor experiences
driven by data

Empower every advisor with key insights from critical data that are often lost in typical communication – meaning advisors can increase efficiency and grow revenues all in one place.

Thoughtful client experiences for every persona

Client expectations are constantly evolving—our highly experienced team shapes industry trends across advised client types and builds apps tailored to every persona.

AI Stories, AI Events, AI Video, AI Podcast

Intelligent Apps that both transform manual, time-intensive tasks into seamless, intelligent workflows and turn complex financial data into meaningful, insightful information.

Knowledge Bases

Driven by our private cloud, MIND™ Knowledge Bases enable hyper-personalization at scale, converting raw data into intelligent insights. This allows wealth managers to effortlessly customize communications and recommendations based on a thorough understanding of each client’s situation, preferences and goals.

Digital experiences
fueled by data

Who We Serve

Over 85% of US Brokerage firms use Communify Fincentric

We provide the tools investors need to successfully navigate the complexities of global financial markets. We work with the leading online brokers, wealth managers, private banks, asset managers and information/research providers.

Online Brokerages

Deliver a seamless client experience through access to real-time market data, news, research, tools and more so you can raise trading and asset revenue.

Wealth Management

Enable personalized and efficient wealth management services by leveraging digital tools for client engagement, portfolio management, financial planning and market research to meet client needs and drive better investment outcomes.

Asset Management

Facilitate your digital sales and distribution process and build loyalty with investors and intermediaries through fund analysis tools that allow users to easily analyze, model, compare and implement investment strategies.

Media & Information

Empower analysis, visualization, in-depth research, content distribution, personalized user experiences and enhanced operational efficiency to meet the evolving digital expectations of users.

Working with Us

Communify Fincentric Solution Design Studies are structured engagements. With our decades of experience driving innovation in FinTech, we work with your teams to help drive discussions around product envisioning, strategy, development, technical feasibility analysis and more.