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The Future of Lead Optimization in Real Estate, Insurance, and Beyond - with Wilbur Swan of Catchlight Insights
AI in Financial Services Podcast
How to Predict Life-Changing Events
Catchlight has a very nice ground truth data set of individuals who have sought paid financial advice. We now have over 100,000 of these data points. And with a data set as large as that, you can begin looking for characteristics of those individuals and what those characteristics look like over time. That fine-grained segmentation lets you match that then to specific recommended outreach, specific recommended content that would resonate with those folks.
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