EP 24 – Yelena Melamed on Building Data-Driven Growth Engines in Wealth Management

Grow Organically
04/12/2025 34 min
EP 24 – Yelena Melamed on Building Data-Driven Growth Engines in Wealth Management

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Episode Synopsis

Partnerships, referrals, and metrics: three core themes shaping the future of organic growth in wealth management. In this episode of Grow Organically, host Dan Gilmartin sits down with Yelena Melamed, Chief Product Officer at Catchlight, to close out Season Two with a deep dive into how data, trust, and technology are transforming growth strategies. Yelena …

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EP 18 – Building Growth Engines with Personalization, Partnerships & Data with Matt Matrisian, MBA 07/08/2025
EP 17 – How Strategic Partnerships Drive Growth in Wealth Management with Marissa Fox-Foley 25/06/2025
EP 16 – Mastering Client Engagement: Strategies for Wealth Management Leaders with Anand Sekhar 04/06/2025
EP 15 – Driving Marketing Innovation Through Data and Tech with Jim Mocci 14/05/2025
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