Yelena Melamed, Head of Product at Catchlight and Elise Lambert, Head of Enterprise Marketing at FMG unwrap how the integrations makes it easy for financial advisors to discover unique insights on their leads and make them actionable with specific content.
Catchlight’s collaboration with FMG builds on these data-enriched profiles, matching more than 500 emails, blogs, social posts, and articles within FMG's content to the key attributes of specific leads. A prospective client’s age, income, likely planning objectives, and additional traits will signal Catchlight to suggest FMG content related to those traits. The integration allows advisors to conduct data-driven, personalized marketing.
Click here to check it out.
1061198.1.0