Mariner, a $245 billion national RIA firm, is now working with Catchlight, Fidelity Labs’ artificial intelligence-based lead generation platform, to accelerate its organic growth.
Catchlight uses AI to enrich, analyze and score leads for wealth management firms, according to an announcement. The platform helps producers identify their best prospects, qualify them based on insights such as estimated investable assets and income, and help drive personalized engagement.
Advisors, marketers and growth teams across Mariner will now have access to lead and client insights through Catchlight’s Salesforce application.
