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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Predictive Analytics for Financial Advisors
We try to keep our visualization really simple. We don't require any training of an advisor and generally, you know, there's a single page interface where they can look at basically all their leads prioritized by what we call the catchlight score. But then there are many, many ways that advisors can basically simply click and do things with that page.
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