Leveraging AI and Data to Drive Growth in Financial Services

Jon Seif – Director, Sales (Catchlight / Fidelity Labs)

AI is changing the business landscape by the day and NAIFA is here to keep you current.

Join Jon Seif as he shows how forward-thinking firms are using data and AI to establish relationships and address the needs of their clients. During the webinar you’ll also see how Catchlight (built in Fidelity Labs) is helping advisors cultivate deeper relationships while cross-selling more of their insurance clients into wealth management.

During Leveraging AI you will:

• Learn key insights about the great wealth transfer and organic growth
• Hear how modern firms are using data and AI to identify, prioritize, and engage with clients
• See a demo of the Catchlight platform (built in Fidelity Investments’ tech incubator, Fidelity Labs)

About the Presenter

Jon Seif

Director, Sales - Catchlight / Fidelity Labs

Jon Seif brings 17 years of diverse experience in the financial industry. He has worked both as a financial advisor and in financial technology with various prominent firms (Fidelity, Betterment, Envestnet). His unique perspective comes from his direct work with clients and the technology providers that support advisors' success.

Currently, Jon sits at the intersection of artificial intelligence and data analytics, where he focuses on fueling data-driven organic growth in the financial services industry. Jon is passionate about leveraging technology to enhance advisor-client relationships and drive innovation in the industry.