Catchlight AI is dedicated to helping advisors be more efficient in their outreach, personalize their approach, & be increasingly effective in converting leads.
@CatchlightAI, a platform for wealth management firms incubated within Fidelity Labs, has a new podcast out: Grow Organically. Tune in to hear wealth management firms discuss strategies and tactics to drive growth and what they are doing to stay ahead in a competitive landscape. podcasts.apple.com/us/podcas…
Congratulations @CatchlightAI, winner of the TECHNOLOGY PROVIDERS: Marketing Automation category of the 2022 Wealth Management Industry Awards. #Wealthies