Building Your Tech Stack - Catchlight [20:18]


Growing your practice organically with Catchlight & Redtail

Would you like your prospecting time to be more efficient? Does working smarter to win more of your best-fit clients sound appealing? Come learn how Catchlight is helping independent RIAs scale and grow organically through the use of powerful data and proprietary AI models. We will share best practices for using Catchlight as well as how to send your contacts from Redtail CRM into Catchlight.


Video not Loading? Unable to view on Vimeo? CLICK HERE

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request


Powered by Zendesk