Breakfast | Check In & Registration | Innovation Spotlight & Finextra TV
8:00 – 9:30 AM | Amphitheater
9:30 – 10:30 AM | Exhibit Hall A
We are at the beginning of a new era – defined not by experimentation with AI, but by the ability to leverage execution approaches and AI to scale within aspects of your business that renew retention, growth and drive operational efficiency. This opening keynote frames the conversation around intelligence, showing why access is no longer the differentiator and how the ability to scale with AI approaches remains the true competitive advantage. The session sets the foundation for the conference, introducing the Intelligence framework that will carry through Intelligence 101, 201, 301 and 401.
10:30 – 10:45 AM | Amphitheater
10:45 – 11:45 AM | Exhibit Hall A
An introduction to implementing Intelligence (Al) at mass scale. How structured data becomes
Visualizations • Signals • Stories • Scores • Dialogues • Chat • Autonomous Agents
11:45 – 12:15 PM | Exhibit Hall A
Lunch
12:15 – 1:30 PM | Exhibit Hall B
1:30 – 2:30 PM | Exhibit Hall A
(Watchlists/Virtual Portfolios/Models/Portfolios)
Investors do not think in isolated trades. They think in ideas, themes and outcomes. Yet most platforms still force fragmented, one-size-fits-all workflow. This session reframes the investing journey around baskets as the new unit of decision making, showing how watchlists, virtual portfolios and model marketplaces create structure, build confidence, and simplify action. Intelligence connects discovery to allocation to execution, turning complexity into clarity.
2:30 – 3:00 PM | Exhibit Hall A
Happy Hour | Demo Hall | 1:1 Meetings
3:00 – 5:00 PM | Amphitheater & Offsite Locations
7:00 – 10:00 PM | The Lawn at the Miami Beach EDITION
Note: All times are subject to minor adjustments.
Breakfast | Innovation Spotlight & Finextra TV
9:00 – 10:00 AM | Amphitheater
Day 2 Opener: Growth, Retention – AI in Action
10:00 – 10:15 AM | Exhibit Hall A
10:15 – 10:45 AM | Exhibit Hall A
Intelligence doesn’t just come from data – it comes from understanding how people think, decide and act. This Foundational Session goes deeper into the behavioral science and decision theory that underpin effective Al implementation, exploring the proven methods that turn technology investment into measurable, real-world outcomes.
Coffee Break
10:45 – 11:00 AM | Amphitheater
11:00 – 12:00 PM | Exhibit Hall A
We know where you are going…and we will get you there.
We’re all familiar with the ask-anything, end-up-anywhere experience of a ChatGPT-style interface. You’re rarely certain of the accuracy, the source of the data or where the conversation will take you. For financial services, that uncertainty is a dealbreaker. Open-source chat raises serious questions about IP, compliance and the validity of results.
Communify’s Intelligent Chat™ and Intelligent Dialogues™ deliver the speed and natural language ease users expect – grounded in 100%
accuracy because MIND Al sits atop the financial industry’s largest consolidated knowledge base, unifying Market and Client Data*.
12:00 – 12:30 PM | Exhibit Hall A
Lunch
12:30 – 2:00 PM | Exhibit Hall B
2:00 – 3:00 PM | Exhibit Hall A
To achieve sustainable growth, you must first simplify the complex. By leveraging Al to transform a high volume of data into clear, actionable value, you can remove the friction that slows down progress. This approach allows both individuals and professionals to bypass the
noise and focus on what truly drives results.
3:00 – 3:30 PM | Exhibit Hall A
Happy Hour | Demo Hall | 1:1 Meetings
3:30 – 5:30 PM | Amphitheater & Offsite Locations
Evening Reception
7:00 – 10:30 PM | The Faena Theater at the Faena Hotel
Note: All times are subject to minor adjustments.
Breakfast | Innovation Spotlight & Finextra TV
9:00 – 10:00 AM | Amphitheater
Day 3 Opener: Putting Intelligence into Action
10:00 – 10:15 AM | Exhibit Hall A
10:15 – 11:15 AM | Exhibit Hall A
Education are some of the most critical components of any digital experience, yet it is often missing or ineffective; not designed to engage and build confidence and not meeting the user where they are. In-situ overlays can guide users through simple flows that educate, embedding behavioral science and gamification directly into a workflow. A firm’s existing research and content can be leveraged via the Knowledge Base and transformed into new formats (natural language, podcasts, video) and layered onto any experience to drive engagement and action at scale. Let’s explore the possibilities.
11:15 – 11:45 AM | Exhibit Hall A
Coffee Break
11:45 – 12:15 PM | Amphitheater
12:15 – 12:45 PM | Exhibit Hall A
A clear, practical discussion of Al technology, grounded in scale. Communify delivers more than 9 million Al insights daily to global clients, and this closing session explains the “how” and the “how can you,” introducing the Proof of Dimension (P.O.D.) Framework and Solution Design Study (SDS) process that drive success for our clients. This session directly addresses what leaders need to know: what Al can and cannot do, where it creates value and how to deploy it responsibly at scale.
12:45 – 1:00 PM | Exhibit Hall A
Demo Hall | 1:1 Meetings
1:00 – 2:30 PM | Amphitheater & Offsite Locations
Note: All times are subject to minor adjustments.
Additional questions? We would be more than happy to provide you with the information you need.
Please contact our event lead Jose Contell at jose.contell@communify.com
