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May 13, 2023
Catchlight, an AI-supported lead assessment tool launched by Fidelity Labs, allows advisors to determine which prospects—whether homegrown or externally sourced—are most likely to sign on as clients...
May 9, 2023
The advisory lead-gen platform Catchlight launched an AI-based tool for generating personalized emails to prospects, in beta mode for active subscribers.
May 5, 2023
In this episode, Shannon Rosic, director of WealthStack content and solutions, speaks with Yelena Melamed, head of product and co-founder, Catchlight Insights LLC...
May 3, 2023
To help advisors create repeatable, organic growth, Catchlight has launched its Advisor Growth Program, a multi-faceted instruction series that guides advisors through steps...
April 29, 2023
The cofounder and CEO of Catchlight, an AI powered prospecting data engine that launched from Fidelity Labs' wealthtech incubator, says the goal is to help advisors better understand who their prospects are...
April 19, 2023
Catchlight leverages generative AI techniques in conjunction with the lead insights it develops to create emails that are personalized to the prospect. Each email is unique...
March 13, 2023
Catchlight recognized as the application with the highest user rating in the annual survey of software for financial advisors.
March 12, 2023
To accelerate organic growth and create hyper-relevant engagement with prospective new clients, Advisors Excel, an industry-leading financial services company, will make Catchlight...
March 9, 2023
The line between correspondence that feels either too mass produced or too casual is a tricky one to navigate. And there is a good chance that if your firm is going after a particular prospect, their inbox is already full of pitches from other planners.
March 9, 2023
Advisors Excel, an RIA that manages $18.5 billion in client funds, will use Catchlight's data-driven insights and proprietary artificial intelligence to help its advisors customize and scale prospecting efforts...
March 9, 2023
To accelerate organic growth and create hyper-relevant engagement with prospective new clients, Advisors Excel, an FMO, and their sister company, AE Wealth Management, will make Catchlight...
January 31, 2023
Many advisors continue to find it challenging to find new clients, according to Samantha Russell, chief evangelist at FMG, and Susan Theder, chief marketing and experience officer at the financial advisor marketing firm.
January 31, 2023
Welcome to the January 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology...
January 24, 2023
To build a successful practice, advisors need to invest in people and technology to reap the biggest payoff. And when building a practice, advisors know they need to spend money to make money. But they're determined...
January 9, 2023
When the wealth management industry talks about organic growth, a lot of attention goes to what marketers call the “top of the funnel.” In other words: Where are your client leads coming from, and how many of them do you have...
December 15, 2022
Many advisors continue to find it challenging to find new clients, according to Samantha Russell, chief evangelist at FMG, and Susan Theder, chief marketing and experience officer at the financial advisor marketing firm.
December 15, 2022
Carefull, a service and application for monitoring and protecting the finances and personal data of loved ones, this week announced a partnership with Cetera Financial Group, which provides the firm’s...
December 6, 2022
Catchlight, a data driven growth engine for financial advisors, has added an integration with Wealthbox, a leading CRM software platform. The connection creates an intuitive sync of information, matching leads in Wealth...
November 2, 2022
After a long run, the bull market days are over, along with the complacency they bred. Inflation and market volatility require a more intentional approach for advisors who are trying to grow their client base, but intention requires time...
October 28, 2022
There were indications aplenty this week that advisortech is both moving and consolidating at a pretty fast clip. The first sign was seeing something launched a mere two years ago referred to in a company press release as...
October 27, 2023
In a turbulent market environment, financial advisors need sustainable growth through predictable business development efforts. Investors need advisors who understand their unique financial goals and challenges.
August 29, 2022
If you understand the people caught up in the 'Great Wealth Transfer'—if you align your outreach with their habits and goals—you can position yourself to grow with them in the years to come.
August 17, 2022
This month's roundup looks at Envestnet's acquisition of Redi2, Catchlight's new system to assess prospects and AssetMark's deal for Adhesion Wealth.
August 1, 2022
Welcome to the August 2022 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions...
July 1, 2022
Artificial intelligence has the potential to forever change financial services. And now more than ever, advisors seem ready to move in lockstep with the shift. The attitudes, opportunities and barriers related to AI in wealth management...
May 9, 2022
Investing in new technology is only half the battle for financial advisers. They must also learn how to use it effectively, which can be easier said than done.
May 6, 2022
After the Covid-19 delta variant cancelled 2021 plans, the Technology Tools for Today conference made its long-awaited return this week. This year’s event was the most attended in the event’s history, according to T3 presiden..
May 4, 2022
After two years of postponements, protocols and Zoom, Joel Bruckenstein’s annual Technology Tools for Today (T3) conference more than picked up where it left off in the wake of the COVID19 lockdown.
May 2, 2022
70% of registered independent advisors struggle to reliably schedule at least one prospect meeting on a weekly basis, limiting success in an industry hungry for long-term business growth.
April 28, 2022
Investing in new technology is only half the battle for financial advisers. They must also learn how to use it effectively, which can be easier said than done.
April 27, 2022
Catchlight Insights, a US firm using artificial intelligence to help wealth advisors find their best leads, has integrated with client relationship management solutions firm Redtail Technology. (This news service reported on US...
April 26, 2022
It has never been more important for financial advisors to find new business and connect with people who need a financial advisor’s help. Catchlight Insights LLC’s new AI-powered growth optimization technology lets advisors...
March 22, 2022
Catchlight, a Fidelity Labs–incubated startup, wants to help advisors convert more leads into paying clients. For the past five months, prospect analysis and lead-conversion provider Catchlight Insights has been operating with a...
February 17, 2022
In January 2021, Aite Novarica, a research and consulting firm focused on financial services, said changes to client prospecting would be among the top wealth management trends in the future. Their prediction was correct..
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