Fintech Impact

Jason talks to Wilbur Swan, CEO of Catchlight. It is a company that uses AI to help advisors basically find and close better leads. Episode Highlights0.50: Catchlight plays a new kind of solution for advisors which focus on what we call lead optimization, which is common in other industries, but new to financial advisors, says Wilbur.4.13: Fidelity Labs started with infidelity in 2005 and had a mix of roles in almost 20-year period of working with the businesses to accelerate ideas called as digital acceleration, as well as incubating an entirely new concept, called as full staff incubation. 5.20: Fidelity Labs for those who haven't seen it is a good combination of subject matter expertise, resources and of course money to help with the ideas for innovation, says Jason. 6.08: Wilbur's company is now as of T3 publicly launched and available for advisors to subscribe to and it's an ongoing relationship with Fidelity Labs.10.08: The advisor gets into our web UI, uploads a spreadsheet that includes all