Communify Fincentric, the fintech startup headed by John Wise, has bolstered its leadership with another hire from InvestCloud.
The fintech startup announced Monday that it has appointed Jennie Wang to the role of chief client solutions officer, where she will apply her wealth of expertise in implementing digital transformation and wealth solutions.
Wang, who previously served as chief experience officer at InvestCloud, will oversee the development and delivery of client-facing solutions at Communify Fincentric while establishing a new presence for the firm in St. Petersburg, Florida. That location, the firm says, "will serve as a cornerstone for Communify’s client solution offsites and a hub for innovative product execution."
Wang's introduction to Communify Fincentric comes shortly after the wealth tech startup's mid-November hiring of Nicole Nakashian, formerly the COO at InvestCloud, to serve as its own operations chief.
“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, said in a statement. “We already serve upwards of 85 percent of the broker-dealer 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.”
At InvestCloud, Wang was credited with helping scaling the firm's platform to over $6 trillion in AUM and spearheading initiatives in client engagement and product delivery. Her tenure gave her a valuable cache of experience in managing the end-to-end development of data-centric financial products and enabling large-scale implementations for wealth managers.
Communify Fincentric provides broker-dealers, wealth managers, and other financial firms with data-integrated digital tools that are customizable and scalable to their needs. Apart from MIND, the flagship AI solution it launched in October, the firm's library includes separate app offerings for markets, clients, and advisors.
In her new role, Wang will focus on creating next-generation portals for those three segments, leveraging Communify Fincentric’s extensive knowledge base of over 4,000 data feeds and advanced AI capabilities. Her expertise in large-scale implementations is expected to bolster the company’s efforts to deliver personalized, secure, and data-rich solutions for wealth clients.
“I’m thrilled to join Communify Fincentric at such a pivotal time,” Wang said. “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.”
Salespeople at the firm often went beyond the matching algorithm to recommend network advisors on its Zoe Wealth platform, according to the regulator.
The Protect College Sports Act would cap school payments and codify NIL rights, with implications for advisors guiding young athletes.
"I know the number that I want to be able to retire on, and now I just want out," says Wilmington Trust's Marguerite Weese, describing a common refrain among business-owner clients.
Bessemer and Brown Brothers Harriman veteran Robert Ludricks III and private markets specialist Olof Akesson join the ultra-high-net-worth push on the East Coast.
765 investors were promised 260% annual returns on truck leases
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
