Navigating the wealthtech trends reshaping financial advice.
The WealthStack Podcast: Utilizing AI to Help Advisors Grow Organically with Yelena MelamedThe WealthStack Podcast: Utilizing AI to Help Advisors Grow Organically with Yelena Melamed
Catchlight's Yelena Melamed details how AI is being used as a tool to support the human work of financial advice.
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Time. It’s the one thing advisors need more of, and fortunately, Catchlight is on a mission to save advisors time and help them reach their top leads quicker.
In this episode, Shannon Rosic, director of WealthStack content and solutions, speaks with Yelena Melamed, head of product and co-founder, Catchlight Insights LLC, about how financial advisors can scale and grow organically through the use of powerful data, unique insights and pre-scripted actions all driven by proprietary AI models.
Shannon and Yelena discuss:
How AI is being used as a tool to support the human work of financial advice
Why data is key to driving efficiency in an advisor’s prospecting efforts
How advisors can understand their prospects at scale
Use cases around using data to drive personalized engagement
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About Our Guest:
Yelena Melamed is a co-founder and head of product at Catchlight, a prospect analysis and lead-conversion provider that came out of Fidelity Labs.
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