The Future of Lead Optimization in Real Estate, Insurance, and Beyond - with Wilbur Swan of Catchlight Insights
AI in Financial Services Podcast
How to Engage With a Financial Advisor
We're analyzing and making sense of for the advisor, literally over 1,000 data points. We boil it down to basically five cards of information that are key ones they want to be able to think about. And then beyond that, in terms of what to do next with that person, we provide a basically a profile page for each prospect.
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