Sales Prospecting for Financial Advisors

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.

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2-3x improved conversion rate is based on model testing

Catchlight℠ is offered by Catchlight Insights LLC. This content does not constitute an offer or recommendation of any securities or investment, tax, legal or other advice. Catchlight does not endorse any investment adviser or provide advice or recommendations to any prospective or existing client of an investment adviser as to the selection or retention of that investment adviser. Catchlight and its affiliates are not responsible for the accuracy of any information provided or for the outcomes of any interactions with existing or prospective clients entered into in reliance on the information provided or for any securities or investment advice provided to any existing or prospective client.

This is for persons in the U.S. only.

1054781.1.0

2-3x improved conversion

How Catchlight works

Increase efficiency

Supercharge effectiveness

Improve outcomes

Data

Data is key to driving efficiency in an advisor's prospecting efforts.

Our models are trained on over 170k prior investor / advisor interactions, allowing us to predict which leads are more likely to convert and those that the advisor may be wasting their time on.

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.

Insights

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

For example, we share estimated ranges of income, investable assets, and age, 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 share with advisors 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 of an advisor's prospects, enabling segmentation on firms needs and quick action that can help and advisor connect and convert faster.

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.

Trusted by

Measurement of success

Let us help you grow your practice. Sign up for a demo today!

2-3x improved conversion

How Catchlight works

Increase efficiency

Supercharge effectiveness

Improve outcomes

Data

Data is key to driving efficiency in an advisor's prospecting efforts.

Our models are trained on over 170k prior investor / advisor interactions, allowing us to predict which leads are more likely to convert and those that the advisor may be wasting their time on.

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.

Insights

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

For example, we share estimated ranges of income, investable assets, and age, 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 share with advisors 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 of an advisor's prospects, enabling segmentation on firms needs and quick action that can help and advisor connect and convert faster.

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.

Trusted by

Measurement of success

Let us help you grow your practice. Sign up for a demo today!

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.