The WealthStack Podcast

The WealthStack Podcast

The WealthStack Podcast: Utilizing AI to Help Advisors Grow Organically with Yelena Melamed

May 05, 2023

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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Connect with Guest:

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.