Strategy

WEALTH TALK: Taking Wealth Management Client Data To The Next Level

Editorial Staff September 10, 2024

WEALTH TALK: Taking Wealth Management Client Data To The Next Level placholder image
Duration: 0.00
WEALTH TALK: Taking Wealth Management Client Data To The Next Level

In this video interview, this publication talks to John Wise, a figure in the wealth management technology space.

John Wise, chairman and CEO of Communify Fincentric, talks to  Tom Burroughes, Group Editor, following the recent story of developments around the Communify Fincentric business. 

As the story said, Communify, a business led by the former founders of global fintech InvestCloud, is being launched in partnership with private equity house Stellex Capital Management. Communify will be combined with Fincentric, formerly known as Markit On Demand. Hence the new combined entity is called Communify Fincentric. 

A serial entrepreneur, Wise has served in roles such as chief executive of InvestCloud, the wealthtech platform well known to readers of this news service. He was a co-founder of that business and was CEO for more than 13 years. 

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