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How to Grow Your Book of Business Organically

In this article we look at different strategies to grow your book of business organically compared to other methods of non organic growth.
June 25, 2022
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How Catalyze AI is Helping Financial Advisors Attract More Local Clients

Interview with Wealthtender Founder and CEO, Brian Thorp, where we discussed how Catalyze AI utilizes big data and artificial intelligence to identify high net-worth, high propensity prospects in an Advisor’s specific area.
June 25, 2022

Money in Motion: Leverage Predictive Analytics to Drive Growth

In this webinar, Charlie Van Derven is joined by Rylan Folts, Chief Revenue Officer at Catalyze AI. Predictive analytics is utilizing historic data and characteristics to predict an upcoming result. Rylan will discuss the use of predictive analytics to identify which of your prospects is most likely to become a client. Leveraging predictive analytics in their practice allows advisors to narrow their prospect pool, spend time with the right candidates, convert at a higher rate, and add significant ROI to their marketing and business development spend.
June 25, 2022
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