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banking

Uncover and Engage Optimal Depositors to Cross Sell

Stop guessing. Start converting. Catchlight delivers AI-powered intelligence that scores, enriches, and prioritizes your existing depositors.

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The growth challenge in Banking

Its difficult to identify which retail bank clients are the best fit for wealth management and how to engage them. Your team may be overspending on broad marketing efforts, often missing crucial moments. Catchlight helps your advisors spend less time with low-probability leads and more time with leads that have a greater chance of converting.
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Catchlight’s Banking Use Cases

Some ways for banks to harness Catchlight’s AI technology to help improve their sourcing, prioritization and engagement of the highest quality leads in their pipeline.

Cross-sell
Increase Penetration of Wealth from Deposit Base Identify which bank customers could be the best prospects for a wealth management relationship.
SEGMENT
Identify Your Ideal Customer Profile Discover the characteristics of your best customers and who you serve best
Engage
Personalize Your Customer Experience Create more personalized messages in all your campaigns, across channels, at scale.

Still Have Questions?

FAQs regarding Catchlight’s technology, pricing plans and general support

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How does Catchlight work with banks?

Catchlight helps banks convert depositors who are most likely to become wealth management clients. It transforms customer data into actionable insights so advisors can prioritize high-value opportunities and convert faster.

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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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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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