The Future of Lead Optimization in Real Estate, Insurance, and Beyond - with Wilbur Swan of Catchlight Insights
AI in Financial Services Podcast
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How AI Can Help Advisors Save Time and Get Better Insight
We're trying to help advisors understand across all those data points which ones can you automate? We've done a ton of modeling on different life events, different things that are playing out within the besters' lives. Then thirdly, how do you take action on all of that? How do you use that data in an insight as part of a digital marketing strategy or as part of an outreach strategy? At scale, your marketing and your outreach is more personalized.
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