Presented by
Watch this recorded webinar to see how the Wealthbox + Catchlight integration helps advisors be more efficient in their outreach, personalize their approach, and be increasingly effective in converting leads to new clients. This webinar will cover:
Speakers
Head of Product
Catchlight
Sr. Product Specialist
Wealthbox
“The integration between Wealthbox and Catchlight 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