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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