Designed
Financial AI, Digital
& Data Solutions
for the Intelligence Era
Our mission is to unify the communication of market and client data to deliver intelligent insights and add mass value to investors and investment professionals through our mature and trusted Knowledge Bases, digital apps, chat and AI Stories.
Multi-Source
Intelligence Delivery
MIND™ (Multi-Source Intelligence Delivery) AI combines deterministic proprietary AI engines with leading LLMs – grounded in the industry’s most comprehensive Knowledge Base of unified market and client data.

Deploy AI in your organization via trusted delivery methods

Signals
Real-time, data-driven alerts that surface what matters most across markets and portfolios, exactly when it matters.
Stories
Real-time, data-driven alerts that surface what matters most across markets and portfolios, exactly when it matters.
Scores
Single, actionable ratings that benchmark clients, markets and securities against what matters. ClientScore™ measures wealth health. MacroScore™ quantifies macro risk. MicroScore™ grades individual stock quality. Each one is built on deterministic AI — precise, auditable and designed to drive smarter conversations.
Intelligent Dialogues
Guided, compliant decision-making flows — not a chatbot. Intelligent Dialogues™ walk users through structured journeys with clear outcomes, enforcing consistency and compliance at every step. Every path maps to a unique end node through Proof of Dimension (P.O.D.) — auditable, defensible and built for regulated environments.
Intelligent Chat
Compliant, data-grounded conversational AI — entirely distinct from open-source chatbots. Intelligent Chat™ operates within two knowledge bases simultaneously: the Communify Knowledge Base and your firm’s own secure, proprietary data. Every response is accurate, contextually relevant and trustworthy at the point of interaction.
Decisions Agents
Autonomous AI agents that act on the intelligence MIND™ AI generates — executing workflows, triggering next steps and closing the loop between insight and outcome. Where Signals tell you what happened, Stories explain why and Dialogues guide what to do — Decision Agents handle what happens next.







