Consistency at scale
The Intelligent Dialogue Engine™ guides each conversation to a clear, auditable outcome – no drift between advisers or channels. Establish one set of rules – applied at every interaction.
Intelligent Dialogues™
The same right answer, every time
Intelligent Dialogues™ enable unmatched scale via guided, dynamic, compliant financial decision-making. By combining deterministic logic and governed workflows beneath an easy-to-use interface, Dialogues deliver personalized guidance without sacrificing control or consistency.
The problem
Advisors are only as effective as the systems behind them.
2,397
words that are not about me at all as a person, have nothing to do with me, and don’t actually tell me what to do. That’s a lot of friction for an investor.
113
words that tell a client what to do, not 2,397. Not just do we distill it down, but we also make it personalized.
“When two advisors at the same firm meet two clients who look alike, they could get very different advice, right? That’s a big, fundamental risk.”
Michael Smith — EVP, Business Development, Communify
Deterministic by design
What are Intelligent Dialogues™?
Intelligent Dialogues™ deliver the same compliant guidance to everyone. Deterministic logic drives every outcome, so a question like Roth IRA eligibility resolves the same way every time. Published rules can be locked for regulatory compliance – once approved, a rule enters an immutable, versioned state that satisfies audit requirements without manual documentation.
- Deterministic logic – the same outcome, every time
- 200+ pre-built agents, auto-populated with client data
- Rules can be locked into an immutable, audited state
- 113 words that tell a client what to do, not 2,397
How it works
Communify’s Intelligent Dialogues: the simplest solution for one of the financial industry’s most complex problems.
Powered by deterministic logic that activates eligibility rules and a massive set of industry calculations, Intelligent Dialogues deliver a full range of topics.
- 01
Decision trees enumerate every possible answer.
- 02
Every rule maps to a unique, referenceable, compliance-approved source.
- 03
Changing any input delivers an automatic, deterministic answer.
- 04
Every rule adapts to each client’s inputs, never asking an unnecessary question.
Business drivers
Built for Growth, Retention and Scale
Intelligent Dialogues™ map to the outcomes firms are accountable for – mapped here to the business driver each one moves.
Locked and auditable
Once a rule is approved and signed off, it enters an immutable, versioned state – an auditable record that satisfies compliance without manual documentation.
Customize the experience
The Intelligent Dialogue Toolkit™ lets a firm customize the logic and control the experience – the same compliant answer, in the firm’s own voice.
Who we serve
Who benefits from Intelligent Dialogues™
Communify sells to firms, not to end investors. Intelligent Dialogues™ is written to the decision-maker – mapped to the driver that matters most for each segment.
Intelligent Investor
Guide the self-directed to the right answer. Deterministic dialogues walk users through eligibility, suitability and next steps – the same compliant answer every time, with no adviser in the loop.
Intelligent Advisor
Scale advice without losing control. 200+ pre-built agents, auto-populated with verified client data, guide every interaction to a clear, auditable outcome – 113 words that tell a client what to do, not 2,397.
Intelligent Manager
Standardize guidance across the firm. One toolkit, one set of rules, deployed everywhere, so product guidance stays consistent, compliant and on-message at any scale.
Intelligent Media
Turn guidance into an experience. Interactive, rules-based dialogues let readers get personal answers on your platform – engagement a static article cannot match.