Snappy Kraken and Catchlight Announce Integration
Catchlight announces integration with martech company, Snappy Kraken, to help firms implement personalized marketing automation.
The Great Wealth Transfer estimate just increased close to 50%. Is this good or bad news for wealth firms?
Cerulli's updated projection shows a 46% increase in the Great Wealth Transfer (GWT) from 2021!
2025 Wealth Management Predictions: Embracing the AI Revolution
Looking ahead to 2025, the wealth management industry stands on the brink of a transformative era.
5 Considerations for Wealth Management Firms Hosting Events (with examples!)
With an increased focus on organic growth and lead generation, many wealth management firms are turning to in-person events.
5 Levers of Growth Chapter 5: Wallet Share
The final chapter of our free eBook, the 5 Levers of Growth. Access the full e-book
5 Levers of Growth Chapter 4: Cross Over
Take a look at this sneak peek! Get the complete e-book featuring strategies and insights from indu
5 Levers of Growth Chapter 3: Client Referrals
Check out this exclusive preview! Access the full e-book to discover comprehensive
5 Levers of Growth Chapter 2: Organic Growth
Unleashing Organic Growth to Drive Business Value Organic growth can offer a multitude of benefits for wealth management firms seeking to generate lon
Just Released: Lead Routing Beta
Catchlight Releases Beta of ‘Lead Routing’, a Revolutionary AI-Enabled Model to Connect a Prospect to the Right Advisor & Help Inc
Embracing the Crawl-Walk-Run Approach: An Iterative Path to Success
As a long-time product geek, I can proudly say that some of the best products built, and teams behind them, fail many times before they hit it out the park.
5 Levers of Growth Chapter 1: Mergers and Acquisitions
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Just Launched: The 5 Levers of Growth for Wealth Management Firms
Growing a wealth management firm is not easy. The demands on advisor, marketing, growth, and support teams can be all consuming. Building campaigns to attract new leads, finding firms to acquire, generating referrals all take time, diligence, pati
