April 26, 2023 08:30 AM Eastern Daylight Time BOSTON–(BUSINESS WIRE)–It has never been more important for financial advisors to find new business and connect with people who need a financial advisor’s help. Catchlight Insights LLC’s new AI-powered growth optimization technology helps advisors quickly uncover their best leads. Catchlight’s newly-announced integration with Redtail Technology, a leading provider of client relationship management (CRM) solutions for financial services firms, makes it easy for advisors to understand and prioritize their roster of potential clients.
AI-Powered Prospecting Solution, Catchlight, Integrates with Redtail Technology
