About
Experienced Sales And Marketing Specialist with a demonstrated history of working in the…
Articles by Kim
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What is Wealth Management's technology tipping point in 2015?
What is Wealth Management's technology tipping point in 2015?
The use of technology in delivering wealth management advice may have finally hit a tipping point. This is due to the…
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The Potential of the Exponential
The Potential of the Exponential
One of the challenges we face at InvestCloud is helping advisors and managers understand how flexible our integrated…
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Communify has won the PWM Best Supplier Award for Client Reporting Technology in the US. This one means a great deal – because client reporting is…
Communify has won the PWM Best Supplier Award for Client Reporting Technology in the US. This one means a great deal – because client reporting is…
Liked by Kim Wise
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Communify wins the WealthBriefing WealthTech Americas Award for Most Innovative Use of Artificial Intelligence. MIND™ AI (Multi-Source Intelligence…
Communify wins the WealthBriefing WealthTech Americas Award for Most Innovative Use of Artificial Intelligence. MIND™ AI (Multi-Source Intelligence…
Liked by Kim Wise
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I look forward to coming to Miami next week with Kellie Neville to attend the iConnections 2026 #GlobalAltsMiami event to see old colleagues and meet…
I look forward to coming to Miami next week with Kellie Neville to attend the iConnections 2026 #GlobalAltsMiami event to see old colleagues and meet…
Liked by Kim Wise
Experience
Education
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Indiana University - Kelley School of Business
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Activities and Societies: Track Team, Intramural Basketball League
Deans Honor List
Volunteer Experience
Courses
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Marketing
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Recommendations received
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Imagine AI adoption without regulatory roadblocks. Imagine no more. The solution is here, our Proof of Dimension (P.O.D.™) Framework…
Imagine AI adoption without regulatory roadblocks. Imagine no more. The solution is here, our Proof of Dimension (P.O.D.™) Framework…
Liked by Kim Wise
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Last Friday, the Communify team attended The British American Business Council of Los Angeles (BABC-LA) 65th Annual Christmas Luncheon. Communify is…
Last Friday, the Communify team attended The British American Business Council of Los Angeles (BABC-LA) 65th Annual Christmas Luncheon. Communify is…
Liked by Kim Wise
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A stock I’m following right now is Rathbones Group plc (RAT) - because they are a market leader in wealth management in the UK and this sector is of…
A stock I’m following right now is Rathbones Group plc (RAT) - because they are a market leader in wealth management in the UK and this sector is of…
Liked by Kim Wise
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My favorite feature of Finextra Pro is the Dynamic Markets Summary Video, because it updates throughout the day and gives me a 50 second snapshot of…
My favorite feature of Finextra Pro is the Dynamic Markets Summary Video, because it updates throughout the day and gives me a 50 second snapshot of…
Liked by Kim Wise
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We’re excited to announce the expansion of our flagship MIND™ AI Stories offering to include personalized, client-level narratives—transforming…
We’re excited to announce the expansion of our flagship MIND™ AI Stories offering to include personalized, client-level narratives—transforming…
Liked by Kim Wise
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A stock I’m following right now is BOOT. Boot Barn has made a nice kick upwards and I give Beyonce some credit for her recent grand western themed…
A stock I’m following right now is BOOT. Boot Barn has made a nice kick upwards and I give Beyonce some credit for her recent grand western themed…
Liked by Kim Wise
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A stock I’m following right now is DoorDash (DASH). With Finextra Pro, you can see how a company is performing at a glance, check earnings vs…
A stock I’m following right now is DoorDash (DASH). With Finextra Pro, you can see how a company is performing at a glance, check earnings vs…
Liked by Kim Wise
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Starting off Monday with lots of questions for our team around Design and how it can set us apart from our competitors. The team at Just Build It…
Starting off Monday with lots of questions for our team around Design and how it can set us apart from our competitors. The team at Just Build It…
Liked by Kim Wise
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Welcome Becca Oda to the Apex Fintech Solutions sales team!
Welcome Becca Oda to the Apex Fintech Solutions sales team!
Liked by Kim Wise
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James Taylor
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