Financial Advisors Are Offered An AI Tool For Sending Emails

Catchlight is now offering AI-generated emails for financial advisors to send to prospective clients. 

The new tool, which utilizes Catchlight’s transformation layer and natural-language processing model, was developed in response to heavy demand from clients, Catchlight says.

“Advisors using Catchlight have a big appetite for more individualized prospecting content, but few have the time or the team to create it at scale,” says Yelena Melamed, co-founder and head of product at Catchlight. 

AI-generated emails let advisors “do something that might have seemed impossible only a few years ago: automating personalized outreach that is similar to a thoughtful, hand-written note,” Melamed adds. 

Catchlight was founded in 2020 to help advisors with their outreach. 

 

 

 

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