Former Chief Experience Officer of InvestCloud to drive delivery of wealth solutions and establish Florida presence for Communify Fincentric

Communify Fincentric, the leader in unifying market and client data through best-in-class digital experiences, today announces the appointment of Jennie Wang as Chief Client Solutions Officer, effective immediately.

Wang, a seasoned technology and product leader, brings a wealth of experience in delivering complex data solutions and transforming them into scalable products. Most recently, she served as Chief Experience Officer at InvestCloud, where she led key initiatives in product delivery, client engagement, and operational transformation. At InvestCloud, Wang played a critical role in scaling the platform to manage over $6 trillion in assets, driving personalized client experiences and enabling large-scale implementations for wealth managers. Prior to that, she managed the end-to-end development of data-intensive financial products tailored to meet the demands of top-tier fund administrators.

At Communify Fincentric, Wang will focus on streamlining the delivery of next-generation client portals, advisor portals, and market portals with integrated market and client data. Her role will also include building a delivery hub in St. Petersburg, Florida, which will serve as a cornerstone for Communify’s client solution offsites and a hub for innovative product execution.

“Jennie’s expertise in delivering data-rich wealth solutions to market aligns perfectly with our mission to unify the communication of market and client data,” said John Wise, CEO of Communify Fincentric. “We already serve upwards of 85% of the broker-dealer (self-directed) market in the US and are rapidly expanding to the mid-market wealth sector. Jennie is driving new deliveries of mobile-first client experiences that haven’t been seen before, while ensuring productization along the way.”

“I’m thrilled to join Communify Fincentric at such a pivotal time,” said Wang. “Financial firms are demanding seamless, personalized digital experiences that will deliver long term value to their businesses. The next generation of digital, powered by our mature knowledge bases combining market and client data, is designed to drive intelligence and build trust. I am thrilled to be joining this dynamic team.”

Communify Fincentric is already at the forefront of delivering next-generation wealth solutions, providing broker-dealers, wealth managers, asset managers and media & information companies with seamless, personalized digital experiences that unify market and client data. Powered by a mature Knowledge Base of 4,000+ unique data feeds and advanced AI capabilities, Communify's solutions enable wealth firms to deliver transformative experiences at scale. These solutions include integrated client data (holdings, transactions, document vaults and beyond) with market data (watchlists, quotes, screeners and beyond) and enable seamless personalization, while all customized and branded to the unique needs of the individual firms.

By combining client data and market insights into cohesive, themed solutions, Communify is enabling firms to better engage their clients, automate workflows, and scale their businesses. Wang’s proven expertise in handling large, complex data projects and her ability to productize these efforts will further support Communify’s mission to unify market and client data into scalable, secure, and innovative digital experiences. Wang is already engaged in several implementations for Communify Fincentric’s wealth management clients.

To learn more, or to schedule a demo, please visit this link.

About Communify Fincentric

Communify Fincentric is the leader in unifying the communication of market and client data through best-in-class digital experiences for the financial sector. Founded on decades of maturity in delivering complex market data to some of the largest firms in financial services, Communify Fincentric’s platform and Knowledge Bases allow excellent experiences at a fraction of the cost of in-house solutions. Communify Fincentric’s SaaS-based product suite unifies the communication of market and client data through a library of financial apps, with solutions including Communify Fincentric Markets Apps, Client Apps, Advisor Apps and AI Apps (MIND). Communify’s Knowledge Base of 4000+ unique data feeds and 500M+ page views per day also powers Communify Fincentric’s advanced AI capabilities for the next generation of communication, automation and management of financial data.

View source version on businesswire.com: https://www.businesswire.com/news/home/20241125116974/en/