Organic Growth Platform for
Wealth Management Firms

Make client acquisition and AUM growth simpler by boosting conversion rates and closing more clients.

The Organic Growth Platform for Wealth Management Firms

We're on a mission to make client acquisition and AUM growth simpler by boosting conversion rates and closing more clients.

How Catchlight works: an integrated approach

Increase efficiency with better lead prioritization

Did you know the average advisor spends 6 hours a week researching leads? Catchlight's advanced technology builds data-rich lead profiles in seconds directly in your CRM, surpassing simple web searches.

How it can help: Your team spends time with more qualified prospects instead of unproductive leads.

Boost conversion rates and personalize pitches

Catchlight's in-depth prospect insights covering details such as:

Estimated income
Estimated investable assets
Investment objectives
Life events

This data empowers you to understand your audience better and create more segmented and personalized marketing approaches.

How it can help: Prospects have higher engagement and conversion rates.

For illustrative purposes only.

Boost conversion rates and personalize pitches

Catchlight's in-depth prospect insights, covering details such as estimated income, investable assets, investment objectives, and life events, coupled with personalized generative emails, empower growth teams to understand their audience better and create more segmented and personalized marketing approaches.

How it Can Help: Prospects have higher engagement and conversion rates.

For illustrative purposes only.

Uncover critical answers to unlock growth

Use the Catchlight data, through CRM integrations, to answer critical questions that will steer growth strategy, like:

What sources produce the best fit leads?
What are the most popular attributes among my clients?
What leads look like my best clients?

How it can help: Marrying CRM and Catchlight data helps you discover new growth opportunities, which can uncover hidden AUM.

Interested in learning more?

Schedule a strategy call to see how our Catchlight can help your business and get a live demo in action!

Don't just take it from us...

Accelerate and scale

"Catchlight’s technology lets us accelerate and scale our ability to learn about our leads, understand their financial goals, and speak directly to those needs in a way we could never have imagined even a few years ago."

Read more about Advisors Excel's experience here.

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What to expect on your personalized demo

We'll explore your unique use cases and workflows to ensure we understand your goals

Get a walkthrough of all new features and perhaps a sneak peek of what's in the works

You'll learn best practices and hear successful tactics used by modern firms

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