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Mercer Advisors eyes tech-powered organic growth
National RIA aims to enhance advisor-client matching with Catchlight's advanced analytics and personalization tools.
Prospecting for clients the ‘old-fashioned way’
Lead generation platforms are ‘worth exploring’ but advisors prefer other approaches.
Catchlight eases chase to catch prospects
The AI-powered tool is helping advisors save time by assessing potential leads.
Hearsay uses AI to recommend content advisors can post on social media
The new Content+ module on Hearsay identifies content across the internet and curates it into thematic collections.
Catchlight delivers prospecting fintech to Advisors Excel
The firm provides marketing services to more than 500 independent advisors; its affiliated RIA, AE Wealth Management, will make the tool available to its advisors.
