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Organic Growth Platform for Wealth Management

Catchlight helps you save time and grow AUM by predicting which leads are most likely to convert. With a more targeted lead list, growth teams utilize Catchlight's deep insights to deliver the optimum message to leads.

Trusted by

Discover How Catchlight Enhances Prospecting & Marketing to Fuel Organic Growth

Increase efficiency

Catchlight builds data-rich profiles and scores your leads in seconds saving time and prioritizing lead outreach.

Improve Conversion

Catchlight lead profiles include intelligent
insights that help marketing and business development teams deliver personalization at scale.

Grow AUM

Prioritizing lead outreach with personalized messaging can help increase new client wins, accelerating AUM growth.

Data

Data is key to driving efficiency in a firm's prospecting efforts.

Our AI models are trained on over 200k prior investor / advisor interactions, which predict the leads that are likely to convert instead of wasting resources on low probability leads.

Insights

Catchlight delivers unique insights on a firm's leads.

For example, we share estimated ranges of income and age, estimated investable assets, investment interests, as well as life events. Equipped with these insights, firms can build campaigns to generate more meaningful and effective conversations with prospects.

Insights

Catchlight delivers unique insights on an advisors leads by analyzing up to 2,000 data points on each individual prospect.

For example, we share estimated income and investable assets, age ranges, investment objectives as well as life events. Equipped with these insights, advisors can have more meaningful and effective conversations with prospects to improve conversions.

Action

Given deep insights on a prospect, we provide our client firms engagement ideas and suggested copy to use in outreach.

Through partnerships with third parties and integrations with CRM platforms, we've simplified the process of finding the best fit prospects, enabling segmentation on needs and quick access to next best actions.

From the advisor perspective, the potential benefits of
Catchlight are clear—advisors can reduce the amount of time they spend with non-qualified prospects, which can greatly improve the efficiency of the business development process.

—Michael Kitces

Finally, a way to turn ‘big data’
into something useful has arrived.
—Bob Veres, T3 TechHub

Finally, a way to turn ‘big data’
into something useful has arrived.
—Bob Veres

From the advisor perspective, the potential benefits of
Catchlight are clear—advisors can reduce the amount of time they spend with non-qualified prospects, which can greatly improve the efficiency of the business development process.

—Michael Kitces

Measurement of success

Lead conversion

Catchlight client Aaron Marks uses Catchlight to rank leads based on their potential to become a client and uses insights to fine tune his pitch. His conversion rates have gone from 1-2% to 3-6%. Read more about his experience here. Read more >

Save time

Tim Gardner of Chatham Retirement Partners has cut his prospecting time by more than 30% and has seen up to 3x improvement in meetings booked since he has prospect insights at the ready during prospecting calls. Click the play button to hear Tim's story.

Not ready for a demo? Drop your email and we'll follow up.

1073252.1.0

Organic Growth Platform for Wealth Management

Trusted by

Discover How Catchlight Enhances Prospecting & Marketing to Fuel Organic Growth

Increase efficiency

Improve Conversion

Grow AUM

Data

Data is key to driving efficiency in a firm's prospecting efforts.

Our AI models are trained on over 200k prior investor / advisor interactions, which predict the leads that are likely to convert instead of wasting resources on low probability leads.

Insights

Catchlight delivers unique insights on a firm's leads.

For example, we share estimated ranges of income and age, estimated investable assets, investment interests, as well as life events. Equipped with these insights, firms can build campaigns to generate more meaningful and effective conversations with prospects.

Insights

Catchlight delivers unique insights on an advisors leads by analyzing up to 2,000 data points on each individual prospect.

For example, we share estimated income and investable assets, age ranges, investment objectives as well as life events. Equipped with these insights, advisors can have more meaningful and effective conversations with prospects to improve conversions.

Action

Given deep insights on a prospect, we provide our client firms engagement ideas and suggested copy to use in outreach.

Through partnerships with third parties and integrations with CRM platforms, we've simplified the process of finding the best fit prospects, enabling segmentation on needs and quick access to next best actions.

From the advisor perspective, the potential benefits ofCatchlight are clear—advisors can reduce the amount of time they spend with non-qualified prospects, which can greatly improve the efficiency of the business development process.

Finally, a way to turn ‘big data’into something useful has arrived.—Bob Veres, T3 TechHub

Finally, a way to turn ‘big data’into something useful has arrived.—Bob Veres

From the advisor perspective, the potential benefits ofCatchlight are clear—advisors can reduce the amount of time they spend with non-qualified prospects, which can greatly improve the efficiency of the business development process.

Measurement of success

Not ready for a demo? Drop your email and we'll follow up.

From the advisor perspective, the potential benefits of
Catchlight are clear—advisors can reduce the amount of time they spend with non-qualified prospects, which can greatly improve the efficiency of the business development process.

Finally, a way to turn ‘big data’
into something useful has arrived.
—Bob Veres, T3 TechHub

Finally, a way to turn ‘big data’
into something useful has arrived.
—Bob Veres

From the advisor perspective, the potential benefits of
Catchlight are clear—advisors can reduce the amount of time they spend with non-qualified prospects, which can greatly improve the efficiency of the business development process.