Communify, the leading provider of Financial AI, Digital and Data solutions for the financial industry, today announced the expansion of its flagship MIND AI Stories offering to include robust client-level data.
Communify Stories, which translate complex data into clear and actionable narratives, leverage MIND AI to fundamentally change how financial information is understood and communicated.
Communify is the established engine for trusted AI in the financial sector, powering over 85% of the online brokerage market in North America and delivering more than 6 million AI-driven insights daily to financial institutions worldwide. The expansion of Stories marks the next evolution in the company’s mission to deliver precise insights and add mass value to investors and investment professionals by unifying the communication of market and client data.
Stock and Fund Stories, currently live with retail clients, have achieved significant success in engaging clients through scalable, differentiated experiences. Their compliance pre-approval reduces regulatory review, overhead and risk while delivering company and fund data via consumable, natural language narratives that are fully auditable. Communify has now expanded the same proven technology to drive unified client and market narratives via integrated portfolio and client-level stories.
"The future of finance is about clarity, not complexity," said John Wise, CEO of Communify. "With Communify Stories, we are using our proven, scaled AI to translate unnecessary complexity into a powerful tool that drives growth, retention and operational efficiency. We've seen Stock Stories achieve engagement rates double the industry standard because they deliver what investors and investment professionals want: a clear, actionable financial Story. It only made sense to incorporate client data to further personalize Stories.”
The Communify Stories suite includes four distinct applications:
• Stock Stories: Unifies company fundamentals, performance data, and analyst views into a single, narrative for investors and market participants.
• Fund Stories: Renovates the traditional fact sheet by explaining a fund’s performance, its holdings, and its strategy in a transparent, client-ready narrative.
• Portfolio Stories: Transforms portfolio data and market context into a clear story that explains performance drivers, allocations, risk and more.
• Client Stories: Creates a first of its kind holistic, AI-powered narrative from a client’s complete financial picture, providing actionable insights, personalized compliant content and more that drive engagement and enable mass scale for every advisor.
The Stories suite is powered by Communify’s proprietary MIND AI engine and its unique P.O.D. (Proof of Dimension) framework. The hybrid approach combines deterministic AI for accuracy and compliance with generative AI for personalization, while ensuring every narrative is trustworthy, auditable, and relevant. The technology is already validated and in use today by major firms globally.
"Communify Stories are designed to add immediate value and to fit directly into the workflows of our clients," said Yaela Shamberg, Chief Product Officer at Communify. "Implementations of Stories have driven significant results, including 200%+ increases in client engagement with 90% of viewers reading the full narrative Story. The Stories apps leverage our existing Knowledge Bases, meaning they are very quick to market. Our partners at Finextra recently went live with a comprehensive financial search experience, inclusive of Stock Stories and many Communify digital apps, in less than 6 weeks."
Finextra’s powerful financial search app, Finextra Pro, is in Beta and is available for download on both the Apple App store and Google Play store.
Communify Stories can be implemented as standalone components or as part of the broader implementation of Communify digital apps, offering firms the flexibility to integrate these powerful narrative tools into their existing platforms.