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Lead optimization built for financial advisors

Prioritize

Automated lead segmentation

  • marketing_checkmark.svg Received company stock
  • marketing_checkmark.svg Tech workers
  • marketing_checkmark.svg Cleveland, OH
prioritize_person_1.png prioritize_person_2.png prioritize_person_3.png

Powerful insights to highlight your best leads

Understand your funnel with clarity and prioritize relevant leads that match your best-fit clients

Next: Engage with confidence >>
Engage

Engage now

person1_detail.png
Henry Sourza, 55

Tech worker

  • Local time: 1:32pm
  • Assets: $500k - $750k
  • Highly likely to engage
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  • phone_orange.svg Call at 261-555-1234
  • speech_bubble.svg Discuss RSUs
  • profile_orange.svg See his profile

The right approach at the right time

Target your leads with personalized engagement instead of generic outreach that doesn't resonate

Next: Close on your own terms >>
Close

Unfamiliar leads

  • Enriched segments
  • Predictive scoring
  • Engagement ideas
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person1_detail.png

New Clients

Win clients your way

Use your time wisely — confidently engage with your best opportunities and pursue the leads that can make the biggest difference to your practice

Automated lead segmentation

  • marketing_checkmark.svg Received company stock
  • marketing_checkmark.svg Tech workers
  • marketing_checkmark.svg Cleveland, OH
prioritize_person_1.png prioritize_person_2.png prioritize_person_3.png

Powerful insights to highlight your best leads

Understand your funnel with clarity and prioritize relevant leads that match your best-fit clients

Next: Engage with confidence >>

Engage now

person1_detail.png
Henry Sourza, 55

Tech worker

  • Local time: 1:32pm
  • Assets: $500k - $750k
  • Highly likely to engage
divider.png
  • phone_orange.svg Call at 261-555-1234
  • speech_bubble.svg Discuss RSUs
  • profile_orange.svg See his profile

The right approach at the right time

Target your leads with personalized engagement instead of generic outreach that doesn't resonate

Next: Close on your own terms >>

Unfamiliar leads

  • Enriched segments
  • Predictive scoring
  • Engagement ideas
divider.png
person1_detail.png

New Clients

Win clients your way

Use your time wisely — confidently engage with your best opportunities and pursue the leads that can make the biggest difference to your practice

What Our Clients Are Saying

Backed by powerful data

radar.svg 80,000+

conversions drive our intelligence. Catchlight is based on a rich data foundation—with a data set of over 80,000 lead conversions and growing, Catchlight's predictive engine is based on analysis of real-world outcomes from advice professionals.

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financial products and services analyzed. In addition to lead conversion insight, Catchlight is fueled by information about how individual leads and clients interact with a variety of engagement models and products.

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