Faster engagement for advisors

Discover how Catchlight can help you harness the power of AI to save you 6 or more hours a week prospecting and filter your leads based on conversion potential--all while helping to increase your conversion rates! Read more below, or click below to see how Catchlight can help your individual practice with a one-on-one personalized tour.

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.

1 - Accelerate lead research

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.

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?