From Data to Dollars: How AI Is Transforming Organic Growth in Community Banking скачать в хорошем качестве

From Data to Dollars: How AI Is Transforming Organic Growth in Community Banking

What does real growth look like for financial advisors and wealth management teams in today’s competitive financial landscape? With rising client expectations and increasing competition, firms need smarter ways to prioritize prospects, streamline workflows, and grow assets under management without wasting time or budget. In this episode of Banking on Growth by Midwestern Securities, host Mike Graham sits down with Dan Gilmartin, CMO at Catchlight, to explore how AI-powered insights are transforming client acquisition, prospect scoring, and CRM automation. Learn how smarter data — not more data — helps advisors focus on the clients who matter most, personalize outreach, and drive meaningful ROI and long-term growth. Dan explains how Catchlight builds comprehensive client profiles from minimal information, identifies high-propensity prospects, and saves advisors hours each week through automated research and enrichment. Mike highlights how disciplined processes, intentional marketing, and data-driven strategies amplify these insights, turning incremental improvements into sustainable success for community banks, credit unions, and wealth management firms. ✨ In this episode, you’ll discover: • How AI-driven scoring helps advisors focus on high-propensity clients • Ways to personalize outreach using career, life-stage, and interest data • Why banks and advisors are shifting from broad campaigns to targeted, efficient marketing • How CRM integration and automation can save advisors up to 6 hours per week • Real examples of higher conversion rates, stronger LTV-to-CAC ratios, and long-term AUM growth • The role of disciplined processes, ongoing training, and workflow efficiency for consistent wins If you want to see how AI, data-driven insights, and strategic client acquisition can strengthen relationships, boost advisor productivity, and drive profitable growth, this episode is a must-watch for financial advisors, community bankers, and wealth management professionals. 🔗 Guest Links: • Website: https://catchlight.ai/ • Connect with Catchlight:   / catchlight-insights   • Connect with Dan Gilmartin:   / dangilmartin   • Explore the Grow Organically Podcast: https://catchlight.ai/grow-organicall... #BankingOnGrowth #AIInFinance #WealthManagement #FinancialAdvisors #CommunityBanking ----- Find our episode on one of these podcast channels: • Apple Podcasts • Spotify • Amazon Music • Podcast Index • Podcast Addict • Podchaser • Pocket Casts • Deezer • Listen Heart • PlayerFM For more information on strengthening your retail wealth management division, contact us, and let’s start talking! https://midwesternsecurities.com/cont... ---------- Follow us for more financial insights: Facebook:   / midwesternsecurities   LinkedIn:   / midwesternsecurities   Website: https://midwesternsecurities.com/ YouTube:    / @midwesternsecurities1999   ---------- Midwestern Securities is a reputable independent broker/dealer and Registered Investment Advisory firm owned and operated by community bankers and financial professionals. With a strong track record of delivering personalized attention and financial advisor coaching that helps community financial institutions take their investment services divisions to the next level, Midwestern Securities has established itself as a trusted partner in the industry. If your bank needs a team that can help, visit https://midwesternsecurities.com/. Member FINRA/SIPC CHAPTERS: 00:00 - Introduction: Meet Dan Gilmartin & Catchlight 02:22 - What is Catchlight? Overview & Mission 04:11 - Catchlight’s Data Sources & AI Scoring Models 07:10 - Client Segmentation: Prioritizing Outreach with Data 10:00 - Hyper-Personalization for Effective Marketing 13:28 - Privacy Compliance & Data Security 15:12 - Real-World Success Stories 21:13 - ROI and the Value of Better Prospecting 26:47 - Growth Mindset: Building Intentional Processes 31:33 - Closing Remarks & How to Connect