How Data-Driven Firms are Making Smarter Growth Decisions

Every growth initiative comes down to a series of decisions.

Which advisor should engage? Which relationships have untapped potential? Where should marketing and growth teams invest their time and resources? For many firms, those decisions are still guided by intuition, static segmentation, or fragmented data.

In this webinar, Catchlight's Chief Marketing Officer and Chief Product Officer explore how leading firms are using Custom AI Models built on their own historical outcomes to improve the decisions that drive growth.

You'll learn how firms are using their own data to:

Prioritize the opportunities most likely to convert and expand
Match prospects with the advisor best positioned to succeed
Uncover hidden growth opportunities within existing relationships
Align growth investments with the highest potential return

Plus, see how Catchlight has evolved into an Organic Growth Platform designed to help firms make smarter growth decisions at every stage of the prospect and client journey.

Bring your questions. Leave with inspiration for 2027!

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The information provided during the webinar is for informational and educational purposes only. Views expressed are as of the date indicated, based on the information available at that time. Unless otherwise noted, the opinions provided are those of the speakers and not necessarily those of Fidelity Investments or its affiliates. Information you provide when registering can be stored and processed to provide you the content you requested and used by Catchlight in accordance with their Terms and Privacy Policy.

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