expandable menu
close

3 ways marketers use Catchlight to boost investor prospecting

CL for Marketers - Step 1

1 - Enrich lead profiles for better insights

According to our research, advisors & their teams spend 6 hours on average 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. We gather up to 2,000 data points per prospect. 

  • Add lead contact data to Catchlight through one of our integrations. We will quickly build rich lead profiles that highlight estimated investable assets, income and age range, investment objectives, and personal interests & hobbies. 
  • Filter for leads with the highest Catchlight Score - our prediction of who is most likely to convert. 
  • Export the data to your CRM or marketing automation platform for campaign activation.

2 - Create smart segments
for testing

With a significant amount of data at your disposal, you can create smart segments to test via multiple channels. 

  • Create prospecting segments based on personal interests or hobbies when you are planning an event. Find the foodies and invite them to a wine and cheese party — and ask them to bring a friend.
     
  • Find all of your prospects that are pre-retirees and send them content specific to their life stage — perhaps hold a seminar and present the keys to a successful retirement plan.


CL for Marketers - Step 2
CL for Marketers - Step 2

2 - Create smart segments for testing

With a significant amount of data at your disposal, you can create smart segments to test via multiple channels. 

  • Create prospecting segments based on personal interests or hobbies when you are planning an event. Find the foodies and invite them to a wine and cheese party — and ask them to bring a friend.
     
  • Find all of your prospects that are pre-retirees and send them content specific to their life stage — perhaps hold a seminar and present the keys to a successful retirement plan.


CL for Marketers - 3-3

3 - Accelerate engagement

We've created a library of engagement ideas from email and blogs, to social posts based on the characteristics of your prospects. Use this content, as well as recommended content from our friends at FMG, to accelerate engagement.  

  • Define segments in Catchlight such as those experiencing a similar life events. Add them to an email drip campaign with content you'll find in Catchlight.
     
  • Use the look-a-like feature to find prospects that look like your top clients and build campaigns based on their interests. 

How do we know Catchlight really helps financial investor marketing?

2-3x improvement in lead conversion

Catchlight client Aaron Marks uses Catchlight to rank leads based on their potentialto become a client and uses insights to fine tune his pitch. His conversion rates have gone from 1-2% to 3-6%.

Read more about Aaron’s experience here.

30% time saving & 3x improvement in meeting rates

Tim Gardner of Chatham Retirement Partners has cut his prospecting time by more than 30% and has seen up to 3x improvement in meetings booked since he has prospect insights at the ready during prospecting calls.

Listen to Tim tell his story here.

See how Catchlight can help you get better insights and create smarter segments with a one-on-one personalized tour

engagement_icon

Explore how Catchlight can support unique use cases and workflows for your practice

Icon - Optimize

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

Icon - Optimize

See how Catchlight's best practices and successful tactics can be leveraged for your firm

Book a Strategy Call

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

1073617.1.0

CONTACT
hello@catchlight.ai
Book a Strategy Call

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.

Terms of Use   |  Privacy Policy  |  FAQs

©2022-2024 Catchlight Insights LLC. All rights reserved.

This is for persons in the U.S. only.

1054781.2.0