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Product Update
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
Maximize your Growth with New Product Features from Catchlight
Let’s dive into some of the exciting product updates for the first half of this year.
Feature Update: Boost engagement with AI-powered content engine
Engaging leads and prospects effectively is a challenge we often hear from advisory firms. Financial advisors are time-strapped, plus, crafting a message and choosing the right channels requires a special skill set. Then, once you launch a campaig
Taking Catchlight GenAI Personalized Emails to the Next Level
It’s no secret that personalization and customized messaging are necessary to capture the attention of today’s distracted consumer. According to McKinsey and Company, seventy-one percent of consumers expect personalized interactions, and 76% feel
Introducing: Generative AI Personalized Emails
Writers block? Not the creative writer type? Would you rather spend your time helping your current clients instead of writing hundreds of prospecting emails?
New Features: Client Insights and Look-a-Likes
We talk a lot about using segmentation to help define your current client base as well as to prioritize your prospects. We think that segmenting an audience is key to making sure that you can deliver the right message to the right user thus optimi
Employment, Education, and Family Insights Now Available in Catchlight
We get great feedback from our advisor clients, for which we are grateful. One area of feedback related to data that we’ve heard quite often is interest in education and employment ba