recorded Webinar Integration Demos

How Advisors Use Catchlight + Wealthbox to Supercharge Growth

Presented by

Watch this previously recorded live webinar to see how the Catchlight + Wealthbox integration helps advisors pinpoint the best opportunities to grow strategically. This webinar will cover:

  1. How Catchlight’s AI-powered platform uncovers insights and identifies opportunities to develop a customized approach with new leads.
  2. How Wealthbox’s “social CRM” product design allows advisors to collaborate as a team and manage client relationships like never before.
  3. How the two-way sync between Catchlight and Wealthbox enhances existing Wealthbox contacts with insights to increase engagement.
  4. The benefits of the Catchlight and Wealthbox integration, and how to get started with ease.

Speakers

Yelena Melamed

Head of Product

Catchlight

Chris Kopanski

Sr. Product Specialist

Wealthbox

“At Catchlight, our goal is to empower advisors to answer two important questions to power their growth efforts: who do I engage next, and how do I personalize my pitch for them. This integration brings the power of Catchlight data and insights into the advisors workflow within Wealthbox. The integration makes it easy for advisors to quickly identify their next best prospect and take action to engage them in a personalized manner.”

Yelena Melamed

Head of Product at Catchlight

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