Jon Seif – Director, Sales (Catchlight / Fidelity Labs)
Join Jon Seif to explore how firms use data and AI to strengthen client relationships. Learn how Catchlight, developed in Fidelity Labs, helps advisors engage clients and cross-sell insurance to wealth management.
In this webinar, you will:
✅ Gain insights on the wealth transfer & organic growth
✅ See how AI helps identify, prioritize & engage clients
✅ Watch a Catchlight platform demo
📢 FREE for NAIFA Members & Non-Members |
