Description

Date: Thursday, April 17, 2025
Topic: Leveraging AI and Data to Drive Growth in Financial Services
Speaker: Jonathan Seif Director, Sales Catchlight / Fidelity Labs
During Leveraging AI you will:

• Learn key insights about the great wealth transfer and organic growth
• Hear how modern firms are using data and AI to identify, prioritize, and engage with clients
• See a demo of the Catchlight platform (built in Fidelity Investments’ tech incubator, Fidelity Labs)

CE: No CE credits

More information and to register: https://live.naifa.org/leveraging_ai

Want to set up a Watch Party for a NAIFA LIVE? Email live@naifa.org