April 17, 2025
11:00 AM - 1:00 PM
Come out to E4 Insurance Services or Minot State University Student Center for a NAIFA Live Watch Party on Thursday, April 17th beginning at 11:00 am.
This month's NAIFA Live event will feature Leveraging AI and Data to Drive Growth in Financial Services with Jonathan Seif.
We hope you will join us for this phenomenal event! Lunch will be provided.
E4 Insurance Services
2280 45th St S, Ste. C
Fargo, ND 58104
OR
Minot State University - MSU Student Center
2nd Floor
500 University Ave W
Minot, ND 58707
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)