• Charlie Van Derven

Money in Motion: Leverage Predictive Analytics to Drive Growth

In this webinar, Charlie 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.


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