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Catchlight integrates with Wealthbox to enrich profiles
for advisors

Watch this short video to see how Catchlight's new two-way integration adds AI-driven lead scores and insights to Wealthbox’s CRM, helping to prioritize advisors’ prospects and empowering engagement. 

AI-Powered sales engagement solutions for advice professionals

Listen in as our hosts Yelena Melamed, Head of Product and Co-Founder of Catchlight and special guest Gwendaline Mazzara, Vice President, Practice Management & Consulting of Fidelity Institutional share insights on sales engagement solutions.

Catchlight & FMG

Tune in to hear from FMG's Direct of Product, Elise Lambert and Catchlight's Director of Product, Yelena Melamed, as they discuss how the Catchlight and FMG collaboration allows advisors to conduct data-driven, personalized marketing. Check out these great questions at minute 28 on topics including subscription pricing and structure, uploading prospects into the platforms, and Catchlight's data sources.

Catchlight & FMG

Tune in to hear from FMG's Direct of Product, Elise Lambert and Catchlight's Director of Product, Yelena Melamed, as they discuss how the Catchlight and FMG collaboration allows advisors to conduct data-driven, personalized marketing. Check out these great questions at minute 28 on topics including subscription pricing and structure, uploading prospects into the platforms, and Catchlight's data sources. 

WealthTech Today Podcast

Leveraging Artificial Intelligence to Improve Prospecting for Advisors with Wilbur Swan, CEO and Co-Founder of Catchlight, Yelena Melamed, Head of Products and Co-founder of Catchlight. Hosted by Craig Iskowitz, founder and CEO of Ezra Group. Tune in around minute 7:22 for Yelena's fantastic explanation of the  Catchlight score and the model and data behind it.

WealthTech Today Podcast

Leveraging Artificial Intelligence to Improve Prospecting for Advisors with Wilbur Swan, CEO and Co-Founder of Catchlight, Yelena Melamed, Head of Products and Co-founder of Catchlight. Hosted by Craig Iskowitz, founder and CEO of Ezra Group. Tune in around minute 7:22 for Yelena's fantastic explanation of the  Catchlight score and the model and data behind it.

Catchlight & Redtail webinar

Listen in as representatives from Catchlight and Redtail discuss how Redtail users can sync data with Catchlight.  

Catchlight & Redtail webinar

Listen in as representatives from Catchlight and Redtail discuss how Redtail users can sync data with Catchlight.  

Twenty terrific takeaways from the T3 Conference

Listen to host Craig Iskowitz, founder and CEO of Ezra Group, as he discusses his top 20 takeaways from the 2022 T3 Conference. Tune in around minute 27 for his fantastic overview of Catchlight. 

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Catchlight℠ is offered by Catchlight Insights LLC. This content does not constitute an offer or recommendation of any securities or investment, tax, legal or other advice. Catchlight does not endorse any investment adviser or provide advice or recommendations to any prospective or existing client of an investment adviser as to the selection or retention of that investment adviser. Catchlight and its affiliates are not responsible for the accuracy of any information provided or for the outcomes of any interactions with existing or prospective clients entered into in reliance on the information provided or for any securities or investment advice provided to any existing or prospective client.

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