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Q3 Webinar Replay: AI-Powered Sales Engagement Solutions for Advice Professionals

Q3Webinar Image

Listen in as our hosts share insights on sales engagement solutions.

In July, we held our Q3 Speaker Series Webinar: AI-Powered Sales Engagement Solutions for Advice Professionals.

The program was hosted by Yelena Melamed, Head of Product and Co-Founder of Catchlight with special guest Gwendaline Mazzara, Vice President, Practice Management & Consulting at Fidelity of Fidelity Institutional.

During the session, Yelena first covers topics from the great wealth transfer, asset accumulation for those 40 and younger, and new client acquisition costs. She then covers some interesting data and insights from users of Catchlight.

Next, Gwendaline speaks to the growing use of AI in advisory business, with a specific focus on marketing technology to help advisors drive growth. She then spends the bulk of her time focused on the power of personalization in client & prospect communications.

To view a replay of the webinar, click here