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3 ways financial advisors use Catchlight

1 - Accelerate lead research

According to our research, advisors spend 6 hours per week researching leads*. That is a staggering amount of time when you consider that the primary sources of research are sites like LinkedIn and Google.

Catchlight can gather up to 2,000 data points on your leads and provide you with more insights than you'll be able to find on your own, all in less than a few minutes. We refresh the data frequently so that you'll have a clear picture on a lead that might not be ready for your services now but may be six months from now.

CL for Advisors - Research speedv3
CL for Advisors - Research speedv3

1 - Accelerate lead research

According to our research, advisors spend 6 hours per week researching leads*. That is a staggering amount of time when you consider that the primary sources of research are sites like LinkedIn and Google. 

Catchlight can gather up to 2,000 data points on your leads and provide you with more insights than you'll be able to find on your own, all in less than a few minutes. We refresh the data frequently so that you'll have a clear picture on a lead that might not be ready for your services now, but six months from now.

CL For Advisors - 2

2 - Highlight your top prospects

Ever feel like you are wasting time calling on leads that either won't convert or don't fit your firm's profile? We hear that a lot. 

Catchlight scores your leads based on our proprietary AI model which predicts their likelihood to convert. You can further segment your leads based on distinct characteristics you want to target such as pre-retirees, business owners, company stock recipients, specific investible asset ranges, and much more.

Now you can have a filtered list of prospects and focus on increasing your conversion rates.

3 - Have meaningful conversations

Gathering data and filtering your leads into distinct segments will help with your targeting, but what type of content or pitch will drive great engagement? 

Catchlight helps with engagement ideas and recommended content. Whether you are targeting next-gen investors or retiring business owners, Catchlight provides access to thousands of pieces of content and engagement ideas so that your message and pitch has a better change of resonating with your prospect.

Homepage - Action
Homepage - Action

3 - Have meaningful conversations

Gathering data and filtering your leads into distinct segments will help with your targeting, but what type of content or pitch will drive great engagement? 

Catchlight helps with engagement ideas and recommended content. Whether you are targeting next-gen investors or retiring business owners, Catchlight provides access to thousands of pieces of content and engagement ideas so that your message and pitch has a better change of resonating with your prospect. 

See how we can help your firm with a 1-on-1 personalized tour!

Book a Strategy Call
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A critical piece of moving that prospect through the funnel is using Catchlight and the data that it's providing our financial advisors.

—Brett Bernstein, CEO & Co-founder
XML Financial Group

Powerful prospecting features for financial advisors
 
Catchlight can make everyday prospecting tasks faster and easier
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Lead prioritization with
AI powered lead scoring

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Lead segmentation to
build targeted prospect lists

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Data-driven lead insights
with ongoing profile enrichment

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Engagement ideas
customized for each profile

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Content
recommendations

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Analytics of your
prospecting funnel

Let us help you grow your practice. Sign up for a demo today!

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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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