Oct. 9, 2024

How Female Leaders of Catchlight are Transforming Financial Services with AI

"I've never had to think about what it is like to be on a leadership team where there are no other women or there are no women at all."

Welcome back to WomenShare: A Celebration of Women in Financial Services. In today's discussion, our hosts Leah Alter and Joanna Ehresman sit down with industry trailblazers Meredith Lambert and Yelena Melamed from Catchlight, an innovative firm dedicated to transforming how financial advisers manage and convert leads using AI.

In this episode, we celebrate Meredith and Yelena’s recent accolade from wealthmanagement.com and dive into the dynamics of their successful collaboration, focusing on mutual respect and aligned goals. They share invaluable advice for women striving to shine in tech and finance – touching on courage, confidence, and the power of failing elegantly.

Join us as we explore Catchlight’s groundbreaking lead routing model, which revolutionizes adviser-client matching through data-driven insights, enhancing both efficiency and client satisfaction. Meredith and Yelena also discuss their personal milestones, celebrate small wins, and offer inspiration drawn from their own professional journeys.

Let’s dive in to discover how diversity, trust, and innovative thinking are shaping the future of fintech, while our amazing guests highlight the importance of seizing opportunities and believing in one’s capability to thrive in a male-dominated industry. Stay tuned for an empowering conversation packed with actionable insights and uplifting wisdom.

Key Takeaways:

Improvements in Advisor-Client Matching: Catchlight’s data-driven matching model enhances adviser-client relationships, leading to better satisfaction and outcomes.

Importance of Diversity: The episode stresses the need for more women in financial services and the benefits diversity brings to the industry.

Confidence and Opportunity: Both guests encourage women to trust their abilities, step into opportunities, and not let self-doubt hinder their career progression.

Failing Elegantly: Embrace failures as learning opportunities, and use them to innovate and solve problems creatively.

Transcript

Yelena Melamed [00:00:00]:
It's such a personal connection to work with an advisor. You know, I there are few relationships in your life, that you have to develop that same level of trust. And there are solutions for those other types of relationships. Why not here too? I think, it it is very personal. It is very much a gut feeling. So the ability to, to Meredith's point, systematize it, to really productize it, if you will, to get to better outcomes, has been a fun journey.

Joanna Ehresman [00:00:40]:
Hi there. Thanks for joining us. I'm Joanna Ehresman. And I'm Leah Alter. And this is WomenShare, a celebration of women in financial services. We wanna thank Catchlight, our presenting sponsor of WomenShare. Catchlight helps firms save time and grow AUM by predicting which leads will most likely convert and suggest content and ways to engage them. Learn more at catchlight.ai/womenshare.

Joanna Ehresman [00:01:06]:
That's catchlight.ai/womenshare.

Leah Alter [00:01:10]:
And speaking of Catchlight, we are just thrilled to welcome Meredith Lambert and welcome back Yelena Melamed from Catchlight. We are in for a real treat today. Both Yelena and Meredith have been with Catchlight from the very beginning and had important roles in getting this beautiful AI product launched. Today, they work side by side as head of product and head of design and customer success, respectively, to continue to help financial advisers prospect more efficiently and effectively. And we just cannot wait to get into what they are working on right now. Little, like, you know, hint. It's a game changer. We're so excited to have you both on the podcast.

Leah Alter [00:01:55]:
Welcome to Win and Share.

Yelena Melamed [00:01:57]:
So happy to be back chatting with you both again.

Meredith Lambert [00:02:00]:
And excited to be here for the first time. After Yelena told me about her experience, I said, sign me up. How can I get involved?

Joanna Ehresman [00:02:08]:
We love that.

Leah Alter [00:02:09]:
We love that.

Joanna Ehresman [00:02:09]:
Yes. Yeah. So good to have you back, Yelena and Meredith. So happy to have you joining us. There's a lot we wanna get into with both of you, both about Catchlight and your experience as women in Fintech. So just to level set, for listeners who may not be familiar with the product, specifically after my phenomenal 10 second intro just a moment ago. Let's go a little bit deeper. Tell us about, the Catchlight platform and what it is designed to do.

Joanna Ehresman [00:02:34]:
Yelena, let's start with you.

Yelena Melamed [00:02:36]:
Yeah. I'm happy to, share, a little bit more with your listeners. We help advisers grow more efficiently and effectively to your point by enriching the profiles of leads they work with, with data, to help them organize and qualify the prospecting funnel, whether it's cold or cross lines of business. We then layer AI, like the catchlights 4, which is trained on a growing set of conversions for paid advice. To allow wealth management firms to prioritize those in their pipeline that look most similar to those that seek advice. With a filter and qualified leads, we then create efficiency and help with effectiveness with offering a connected experience to next best action for advisors. Whether it's prioritizing the content, out of an existing digital marketing library or creating the content from scratch. All the way to offering a relevant article to enable personalized engagement.

Yelena Melamed [00:03:27]:
Really, think about it soup to nuts. Helping understand, qualify, and engage.

Leah Alter [00:03:33]:
It's such a cool product. I have seen it very close and personal, and, it really is such a great product for advisors who just say that they don't have time to to prospect. You guys have taken that excuse away, and I love that.

Joanna Ehresman [00:03:52]:
Well and I just think about all of the time and effort that went into in my corporate role. Like, it took us years to build that ecosystem and just how far things have come where it's like as an adviser, as a firm, now you have these off the shelf solutions, so to speak. Right? Sounds like there's a fair amount of customizability, to make it relevant to your firm as well, but it's just so incredible that how far we've come in enabling advisers to grow faster. That's that's amazing.

Leah Alter [00:04:19]:
Yeah. And congratulations on the new model and advanced technology within the platform that you guys are calling lead routing. So can you tell us, a little bit more about that, how it works, and how you are helping to pair the right adviser with the right investor?

Yelena Melamed [00:04:38]:
Well, thank you for highlighting that. But before I even dive into that, first of all, I I wanna say that the product came together, because of feedback from great partners, like you. And so that feedback really allowed us to build where we are today, but also what we've just built out, which is to your point, what we're calling a lead routing. It is currently in a beta. It is a look alike model that enables lead routing. You know, the way to think about it is, you know, think you watch a movie on Netflix. And it recommends for you what are the next 3 movies that you might enjoy that are similar to the one that you just spent time watching. So it's really aimed to increase lead pipeline generation efficiency to help firms funnel leads to teams, or to advisors who specialize in specific clients.

Yelena Melamed [00:05:31]:
So that they are kind of working with similar type of profiles. Really using their background, their expertise to advantage those consumers on the other side that seek their support. This is done by first analyzing a seed set of existing clients, for a group of advisors or across the firm. And then effectively the model finds look alikes within a group of prospects. Either ones that are coming in, that are fresh on a daily basis, or those that they already have in their funnel. And it really aims to identify the adviser or team that's most closely aligned to work with that given lead. Again, to help create really effective partnerships between advisers and investors.

Joanna Ehresman [00:06:14]:
You know, that's really interesting because, you know, historically, we worked on advisors self reporting. I love to work with or I'm good at working with this type of client, and we did that more qualitative, I would say, match. Right? I'm just saying, okay. You said and and just the fact that you can actually help to either validate that through the data to say, yes. This is the profile of the type of person that you work well with or expose, you may not know this, but you actually are really great in this area. Like, talk about powerful insight for both the adviser, but then also, like, the corporate team who's helping to generate leads for them or whomever it may be to really find those matches. So that data seems extensible even beyond yes. It's primarily about lead routing and matching, but just it inspires a creativity in thinking about how do they bring that to their content, their messaging, their personal kinda, like, social profile, etcetera.

Joanna Ehresman [00:07:11]:
So that's that's awesome.

Leah Alter [00:07:13]:
I think also on the client side, right, we talk we've had several guests over the last, few months talking a lot about NextGen in terms of, the younger generation that is set to inherit all of this money and how they like to be marketed to and, corded. And this seems like a real next level personalized way of getting matched with an adviser who is gonna be aligned with you, whether that's, like, your values or, you know, a certain a million different niche that would work for them. But it seems like a much more personalized, and we know that NextGen is really looking for that personalization.

Meredith Lambert [00:08:04]:
I can actually share share a story on that where I have a personal friend who, you know, works with works with an adviser, and, she's on her 2nd adviser. She's my my age. Right? Sort of that that next gen g 2 perfect target where, the first person she was with, she just didn't really click with. It was someone that her parents had used, but that you know, she just found that, you know, they just weren't able to sort of talk at the same level, talk about the same things, and she did not yet have catch light. But, with her second adviser as the first one sort of transitioned out of the business and she was paired with someone else, She loves that relationship. They talk about concerts that they go to. They talk about sports that they catch on the weekends, and it's just such a night and day through her lens. And we're always looking at it through the lens, certainly, of the adviser, right, and of of the teams.

Meredith Lambert [00:09:02]:
But just thinking about it from the lens of, you know, the the investor, the client, you know, she's over the moon with with this with this new adviser, and it's really just because it's, you know, it's that that ineffable match where they just they just click. Right? And and they're of a similar age, similar interests. And I think what is really cool about about this lead routing beta is it it takes what was sort of always something of a a vibe, right, that you'd say that you'd kinda have to feel. Right? You'd have to, like, kinda be like, well, I think they would work well with this person. It actually turns it into something that's a little bit more, like, hard programmatic. Right? Like, you know, using using the data to find out what was previously just so, you know, so just just based off of, you know, if it worked or it didn't. And so I think it's, it's it's really cool to be able to bring that to to the market, and we're excited to have people start start using it.

Leah Alter [00:09:58]:
Well and that's it's so great for advisers too because they when they're working with clients that, like, they are really fired up about and excited to, they elevate their, you know, the work and the and the passion around that too. And and I it just for both sides, it just makes it a better experience.

Yelena Melamed [00:10:21]:
It's such a personal connection to work with an advisor. You know, I there are few relationships in your life, that you have to develop that same level of trust. And there are solutions for those other types of relationships. Why not here too? I think it is very personal. It is very much a gut feeling. So the ability to, to Meredith's point, systematize it, to really productize it, if you will, to get to better outcomes, has been a a fun journey, with a lot of our beta partners. It'll continue to be. I I think this like, our original product, will continue to evolve based on the feedback we receive.

Yelena Melamed [00:11:00]:
So we're excited to get that.

Joanna Ehresman [00:11:02]:
That's great. And, also, just for the corporate marketers who are listening, of whom, you know, have been in their shoes, I also am excited for them to be like, hey. This is one more reason why you could actually have some faith in the power of marketing as an adviser, right, if they're actually experiencing these better quality connections. So

Leah Alter [00:11:19]:
Yeah. Love that. Not so squishy.

Joanna Ehresman [00:11:22]:
Yes. Yes. Because sometimes it's a self fulfilling prophecy if there's skepticism about the quality of leads. Right? It's gonna be harder to to right size the results. Before we get into our next question, though, I do wanna actually take a moment to shout out some other members of of Catch Lite. Again, as their presenting sponsor of the show, we wanna highlight that Dan Gilmartin, the head of marketing at CatchLight, is actually host of a a podcast called Grow Organically, where he has conversations with, wealth management and financial pros and really breaks down some of the growth best practices that they that they're implementing.

Leah Alter [00:11:59]:
Yeah. And they talk a lot about how organizations continue to be forward thinkers in today's very competitive landscape. So make sure you add grow organically to your podcast rotation, and you can learn more about that at catchlight.ai/womenshare. That's catchlight.ai/womenshare.

Joanna Ehresman [00:12:23]:
Alright. Now back to our discussion here. You know, we talk about the fact that women make up only 25% of the workforce in financial services. And knowing, you know, Meredith and Yelena, you're actually both financial services, but, specifically, fintech, right, the kinda niche within that area, looks like the data shows that's only about 11%, women represent represented in the workforce. So the fact that the 2 of you are at one organization, we're just so excited about that. We're, like, giving the virtual high five that way to go catch light for having the strong women representation compared to the rest of the industry. We'd love to hear what's it been like for the 2 of you to, you know, have your careers in such a male dominated space, and how has it been having each other in the same organization? So, Meredith, we'll turn it to you first.

Meredith Lambert [00:13:16]:
Oh, boy. Sure. I mean, it's it it certainly has come a long way. Although, as evidenced by, you know, those sobering facts that you shared, we've got a long way yet to go. But I don't know. I'm thinking back to some of, you know, earlier in my career where I I was asked to come to meetings. I was asked to come and, you know, pitch or or meet with clients, because, you know, there there they had looked at the team who was going to be attending, and there was not one woman, like, showing up. And they're like, oh, this is a problem.

Meredith Lambert [00:14:00]:
Hey, Mary. Do you wanna come along? Not because I, you know, had anything to say or anything to contribute or anything like that. It's just that they looked around the room, and they were like, oh, this is, this is not a good look because we're going and meeting with you know, half of the room is gonna be other women. And so I I feel like we've evolved beyond that. I would hope. I don't know. I'm looking around. And, I guess I don't know.

Meredith Lambert [00:14:27]:
I I I'm just so, so lucky, and and have had such a wonderful working relationship with with Yelena, over Yelena, the past 5 years? Does that sound right? Wow. I mean, like, longer than, you know, all of my romantic relationships. No. And, just leaning on on her expertise and her knowledge and, you know, I know it's no. It's no. It's I wanted to say, hey. No. It's we've had our or we've had it out or we've had our challenges.

Meredith Lambert [00:15:09]:
I don't think we ever really have. Like, I think think we challenge ourselves. I think we challenge each other. I think sometimes I go, that we is that really a feature? Do we really wanna do that? Right? But it's always it's always to the better of of the product and and of the clients that we serve. And so, I mean, I guess, I'm, speaking from a position of privilege that I've never had to, I guess, I've never had to think about, like, you know, what it is like to be on a leadership team where there are no other women or there are no, you know, there are no women at all. And, you know, now you folks casting it through that light, I'm like, oh, yeah. I guess I am really lucky. Elena, thank you.

Meredith Lambert [00:15:55]:
I will it's numb.

Yelena Melamed [00:15:58]:
I feel like I I'm like tearing up here. I have had a lot of diverse experiences through the career, through, and I think I mentioned it in our earlier conversation with Leah and Joanna. And it's definitely been an evolving space in terms of representation from people like me. I think working in Catch Lite and getting to know Meredith, has been an awesome experience. I think similar to Meredith, and this is gonna be a tear jerker here, I feel like I've learned a ton because my my background is engineering. My background is product. However, she is by heart and a researcher. Naturally curious.

Yelena Melamed [00:16:52]:
And whenever I feel like I need to fill in the silence, she's taught me to shut up. So I I think it's been incredibly rewarding to, partner, with Meredith and and learn from the conversations. And I think, the team beyond just the 2 of us is highly diverse. Gender, what industry they come from, all sorts of ages and skills represented. It's it's really been a very, very interesting journey. And I think what I take away from from that, if I think about my career and some of the metrics you shared is, the more diverse your team, your partners are, the better the outcome. I can comfortably say that, because we bring together such a wide array of ideas and formulation of solutions for those problem statements that we hear every single day, it's akin to nothing else. If you're working with, the same type of people that come from the same industry, it's really hard to get that type of diversity.

Yelena Melamed [00:18:08]:
So we've been really, really lucky, to work within the team that's that's structured kind of diversity first.

Leah Alter [00:18:16]:
And it's it really is so special, particular I mean, in financial services in general, but really when you get into the tech space, you know, it's been a boys club forever. And, you know, you guys are really blazing some really great trails, you know, as leaders in the team. But the product that you guys you know, congratulations again on your your wealth management dot com industry award. Those are, well earned and hard, always super competitive. So you guys are are putting out an an outstanding product. And and just working with both of you 2, I will say you have always really been on the same page. Even if there were different opinions on an approach or what do you think of this or whatever, it was very clear what the goals and the mission are, what we're focused on the end goal being. And you guys have always both of you have just always been on the same page.

Leah Alter [00:19:24]:
The respect that you have for each other is very clear when working with you all.

Meredith Lambert [00:19:31]:
That's amazing. And I I I'm glad that I'm glad that it comes through, and I'll share, what I tell what I tell other people on the team is I wanna grow up to be Elena one day. So I don't know if she wants to grow up to be me, but you you too, Leah. Yeah.

Leah Alter [00:19:45]:
Yes. Fun. I'd like to be Elena when I grow up. I I'd like to ask kind of a follow-up question because we we are seeing more women wanting to enter the tech space, and we are seeing more of that happen. What advice would you all have as somebody wanting to kind of get in this space? Any lessons kind of learned along the way that you could could pass along to to someone listening?

Yelena Melamed [00:20:15]:
I just say be courageous. There's definitely time to shut up when you listen to clients and you want to learn about their problem statements. But, the time when you're interviewing for your role, creating ideas, wanna try something, wanna move the team forward, wanna move the product forward. It doesn't matter what your product is and then maybe service. Speak up. Have your voice be heard. It matters just as much as any other voice. And I think, that people that I see get ahead in our industry are those that are passionate about what they do and are not timid to say it.

Meredith Lambert [00:20:59]:
I would add on to that. I think sometimes women can put themselves in a position of, oh, well, oh, I don't know if I quite have that experience. Right? And saying, oh, look. It looks like they want 8 to 10 years. I've it's only been 6 and a half year. Right? And I would say as much as that, you may have that impulse. So to say, okay. Well, oh, I'm not I'm not sure.

Meredith Lambert [00:21:26]:
I don't know. Do it. Lean in. Confidence in yourself. You are smart. You're skillful. You're you're gonna you know, I think if you seize an opportunity, you know, women that I have worked with, I've been lucky enough to work with, are some of, you know, the most accomplished, driven, you know, fantastic coworkers. And I think sometimes folks and you you raised it.

Meredith Lambert [00:21:54]:
You're you know, you you too raise it. There's traditionally not there not has been a lot of women in the industry. Right? There is a little bit of the boys club. And I think sometimes people might look at that and say, oh, not for me. Like, oh, I couldn't or, oh, I don't have enough of a background, and I you know, I am I gonna know enough? And it's like, you you you either will. You're either discounting yourself or you trust yourself that you're gonna figure it out. Right? That you're that you're going to, if you're if you're able to take that opportunity, that opportunity is given to you and you lean into it, that that you're very quickly gonna get up to get up to speed and and, you know, and and and start, just start crushing it. So that would be that would be mine.

Meredith Lambert [00:22:37]:
Just go for it. Don't let anybody don't don't let that that interior, you know, voice, what were RuPaul would say, your inner saboteur. Don't let them them don't don't give into it. Right? Like, you know, you're you're you've got just as much skill, just as much talent as as anyone else, and so, don't don't hold yourself back.

Leah Alter [00:23:01]:
I love it. I mean, if we're if an episode has a drag race reference, you know we have nailed the episode. That's amazing. So on the oh, go ahead.

Joanna Ehresman [00:23:15]:
Alright. So we ask every guest that comes on the show, what's the best career advice you've received? And, Meredith, let's start with you on this one.

Meredith Lambert [00:23:25]:
Alright. Best career. This was hard, but it it actually came down to, one of my early mentors, woman in, you know, being a creative director. My background is in a little bit of design as opposed to to finance. And, she she turned to us one day and said, hey. Don't you guys know I'm just here to let you do great work and to get you know, to to remove obstacles. Right? To let you, you know, reach the highest capability, the highest, you know, you know, skill set that you have, and I'm here to support that. I'm here to I'm here if you need it, but I'm mostly here to remove obstacles.

Meredith Lambert [00:24:10]:
And so my my advice is heart hire smart people and get out of their way. Mhmm. And I think that goes on both ends. Right? It's both if you are an individual contributor on a team or you're maybe a little bit more junior in your career and you are, you know, really supposed to be just very deeply skilled, in one area or another, look to managers and expect that managers are there to just let you let you do that at the highest of your ability. And that that might mean aligning you to work that you really love and that you're passionate about and that you're you're gonna crush or removing obstacles from from you growing in your career, right, and and being able to contribute, you know, at a 110%. And I think from the manager side, it's it's the same thing, but it's let hire smart people, find people who are skilled and talented, and, like, do what you have to do to let them run. Right? And and, you know, put them in the spotlight, move remove obstacles from from their career, align it so that they're, they're achieving, you know, their their highest level of output at work. And so I think it that's that's it.

Meredith Lambert [00:25:23]:
And I think it goes both ways. And I've sort of kept it, you know, from earlier in my career when when I was the one working with the manager to later in my career where I was the manager and I was leading a team and, you know, I was, figuring out just, alright, we've got smart people. How do we, you know, how do we get them to, to be able to do just great work and and do so without without impediment? So that's me.

Leah Alter [00:25:50]:
Love that. It sounds like the a dream manager.

Meredith Lambert [00:25:55]:
I I I Jody, if you're out there, if you're listening, I I wanna grow up to be Yelena, absolutely, but I have a little wristband that says, what would Jody do?

Leah Alter [00:26:09]:
I love that. How about you, Yelena?

Yelena Melamed [00:26:13]:
I had to, remember what I said and go back into my memory files, last time. And I think it was do the job you want versus the job you got. When I was looking at what my career ladder represent and having conversations with a manager long ago, and that stuck with me. And so that is by far still the top one. But I can't leave you without one more. I feel like it's my fortune cookie. I think, you know, I had a tough experience building a product some years ago and really kind of this aspiration for it to be perfect, to everything to be perfect. And, I had a manager say to me actually, it was a peer.

Yelena Melamed [00:27:06]:
She was overseeing a larger team and she said, well, you know, just fail elegantly. What do you what do you mean, Kathy? My light keeps going off. Sorry about that.

Meredith Lambert [00:27:15]:
Mhmm.

Yelena Melamed [00:27:16]:
Fail elegantly. And to me, I I had to seek clarity. Her point was simply that failure is good. It's not a bad thing. The ability to recognize that something didn't work out, and approach a problem solving opportunity differently is really, really meaningful and has stuck with me. Which is really saying is keep failing until you get it right. Fail elegantly as a phrase just sounds so I interpreted in many different ways until I I had I had the guts to go and ask her about it. But that has stuck with me.

Yelena Melamed [00:27:58]:
So, Kathy, if you are listening, I, I that stuck with me for for a long time still with me.

Leah Alter [00:28:07]:
Well and I think yeah. It's, you know, it's the the old saying of, like, it's not how many times you get knocked down. It's how many times you get back up. Right? So, I don't know if getting knocked down is elegant. But when you said it, I imagine somebody in a gown falling down the stairs.

Yelena Melamed [00:28:26]:
I as did I. As did I.

Joanna Ehresman [00:28:27]:
Yes. I pictured a fainting couch. I'm like, maybe that's what the fainting couch is of all the furniture.

Leah Alter [00:28:32]:
Oh, I do. I love that. Yeah. Well, if somebody wants to learn more about Catch Lite and Connect maybe directly with both of you, what is the best way for them to do that? Meredith, you wanna

Yelena Melamed [00:28:47]:
start? Sure.

Meredith Lambert [00:28:48]:
Yeah. So I would say, certainly, catchlight.ai, which is our website. You can, visit us there, learn about the product, sign up, you know, for a demo, or watch some of, you know, some of our recorded webinars. And then you can find me on LinkedIn. I believe I am Meredith Lambert on LinkedIn. One of the OGs signed up in 2,008, something like that. So, that's Meredith Lambert on LinkedIn.

Leah Alter [00:29:22]:
Awesome. And we'll have all that everything that you guys mentioned will be linked in the show notes for

Meredith Lambert [00:29:26]:
Oh, and catch light catch light on LinkedIn as well. So we're actually very active on LinkedIn posting I I would say it's a great source for, you know, thought leadership, white papers. We try to share a lot with the industry, and so absolutely give that a follow as well. Ignore me. Follow Catch Life. Don't worry

Joanna Ehresman [00:29:48]:
about me.

Leah Alter [00:29:49]:
Oh, it's both and. Both and. And you, Yelena?

Yelena Melamed [00:29:55]:
Yeah. No. I I I I would reinforce everything that Meredith had already said. I think you've mentioned, some of our latest, in thought leadership and that is a podcast that Dan Gilmartin, our CMO, records with marketing leaders such as yourselves that are practicing with, within RIAs and some of what we've learned from them and how they've been able to grow some of their pipelines, their efforts, their brand. Really, really interesting stories. Very personal. A lot of very diverse backgrounds on that as well. So, give that a listen.

Yelena Melamed [00:30:34]:
It's it's a good one.

Joanna Ehresman [00:30:36]:
Outside of the office and all the fun catch light news that we got to cover today, what else can we celebrate with each of you? Yelena, we'll start with you.

Yelena Melamed [00:30:46]:
I am about to celebrate, a driving child in the family, which is both exciting and mortifying all the same. And I am extremely proud of my daughter, of all the things that she's been, achieving in her 16 years. Also, mortifying to think about, having a 16 year old and all the other fun that it comes with. But I think for me, especially this week, that's that's the celebration.

Leah Alter [00:31:19]:
That's a big one.

Joanna Ehresman [00:31:20]:
Freedom from chauffeuring. Yeah.

Yelena Melamed [00:31:23]:
I think I hope I I have a little bit love you a little bit. I maybe she'll choose me as a driver for a little, little longer.

Leah Alter [00:31:32]:
Yeah. That's nice. That's sweet. Alright. That's so good. Congratulations to both of you.

Joanna Ehresman [00:31:39]:
Yeah. Meredith, how about you?

Meredith Lambert [00:31:42]:
Yeah. So, this week marks, one of, one of our annual Lambert family reunions. And so, I am celebrating, seeing aunts and uncles and cousins and nephews and nieces and all of that fun stuff. And in particular, I was able to and I will celebrate hooking a 36 inch striped bass that oh. That's a huge bass. I know.

Leah Alter [00:32:16]:
That's huge.

Meredith Lambert [00:32:18]:
You hear these jokes about fish pictures and fish stores and yeah. Yeah. Yeah. Okay. I proceeded to share it around the office this morning, and people's jaws were on the floor. This is a beauty beautiful, beautiful specimen. So I'll celebrate the time with family, and in particular, poor Nemo, who, you know, RIP, was the The

Leah Alter [00:32:40]:
catch of the year. Catch of the year.

Meredith Lambert [00:32:42]:
Yeah. Exactly. Catch light, catch fish. Yeah.

Yelena Melamed [00:32:46]:
Catch heavy. Yeah.

Leah Alter [00:32:48]:
It was meant to be. It was meant to be. That's awesome.

Yelena Melamed [00:32:51]:
Yeah. Awesome.

Leah Alter [00:32:52]:
Congratulations. I think your

Joanna Ehresman [00:32:55]:
I think our fishing reference count is up to, like, 7 across this podcast now, and I am here for it. Sorry.

Leah Alter [00:33:01]:
Yeah. Joanna's always trying to slip in a good, like, fishing metaphor, and I'm always like, oh, okay.

Yelena Melamed [00:33:08]:
Love it.

Leah Alter [00:33:11]:
Well, once again, we wanna give a shout out to Catch Lite for backing our mission here at WomenShare. Catchlight's platform can build data rich profiles and score your leads to help you increase efficiency and improve conversion. Check them out today at catchlight.ai/womenshare. That's catchlight.ai/womenshare.

Joanna Ehresman [00:33:36]:
And we wanna thank both, Meredith and Yelena again for coming on the show today. This was such a great conversation. But that is our show for today. So if ours is a mission that you want to share in, please subscribe to WomenShare on your favorite podcast platform. With that, I'm Joanna Erisman. And I'm Leah Alter,

Leah Alter [00:33:55]:
and we will catch you on the next episode of WomenShare.

Yelena Melamed Profile Photo

Yelena Melamed

Head of Product, Catchlight

Yelena is the Head of Product for Catchlight. In her role, Yelena is responsible for developing and managing the Catchlight platform products providing strategy development, product management, and go to market support. She is driven to help advisors leverage data and technology to grow their businesses. Prior to joining Catchlight, Yelena spent over 23 years building products for wealth managers in various roles. She has focused her efforts on the cross section of advisor and investors facing technology including portfolio management, institutional order management and trading platform and workplace investing technology. Yelena received a Bachelor of Science degree from Northeastern University in finance and management information systems, graduated from the Securities Institute program at Wharton Business School and holds a Series 99 license.

Meredith Lambert

Head of Design and Customer Success

Meredith is the Head of Design and Customer Success for Catchlight. In her role, Meredith is responsible for the end-to-end client experience and success across Catchlight’s growing customer base, providing support, consulting, enablement, and best practices to help clients achieve their growth goals. She is passionate in helping advisors grow their businesses organically through the use of data, technology and strategic thinking.

Prior to joining Catchlight, Meredith spent 4 years in several other Fidelity-backed startups, working on various solutions for both the self-employed workforce and for financial professionals. Before her time at Fidelity, she worked across industries and verticals to help companies transform their digital experiences and drive new growth, with such varied clients as TD Bank, Lloyds Bank, Xfinity, Total Wine & More, and T-Mobile. She specializes in partnering with clients to design and enable intuitive digital products and experiences, enabling them to achieve their business goals.