Catchlight: Empowering Financial Advisors
Created in Fidelity Labs, Catchlight helps financial advisors grow their business by focusing on two simple, yet crucial questions: which prospect should I call next and what might they be interested in.
Catchlight can gather up to 2,000 data points on a prospect. These data points can lead to insights which highlight specific needs or interests of a prospect, making it simpler for the advisor to take action, saving time and driving 2-3x improvement in conversion.
Our Mission
Catchlight’s mission is to help financial advisors scale and grow organically through the use of powerful data, unique insights, and pre-scripted actions all driven by proprietary AI models. An advisor's growth is our priority.
Our Mission
Catchlight’s mission is to help financial advisors scale and grow organically through the use of powerful data, unique insights, and prescripted actions all driven by proprietary AI models. An advisors growth is our priority.
Wilbur Swan - CEO
"We are building Catchlight to help financial advisors leverage massive amounts of data to get smarter about who they are prospecting and how best to engage. We strive to help make meaningful connections between advisors and their future clients.”
Catchlight by the numbers
2,000
data points
gathered per lead*
170,000
client conversions
analyzed
1.3 million
prospect profiles
created
2.5 billion
data points
reviewed
Let us help you grow your practice. Sign up for a demo today!
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* up to 2,000 data points gathered per lead
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.
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This is for persons in the U.S. only.
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