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November 6, 2023

This week, Catchlight rolled out an upgrade to the service that, the company says, makes it easier for advisors to segment that prospect list by certain characteristics, and to create marketing campaigns for each.

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September 26, 2023

White said Carson is currently implementing AI in two ways. Centrally, the firm is partnering with Fidelity Labs’ Catchlight to accelerate its new lead generation program with AI-powered and data-driven prospect analysis and personalization algorithms. 

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September 8, 2023

Catchlight takes home the top prize in the 2023 Wealth Management Industry Awards aka the Wealthies in the marketing automation category.

In The News - Light

September 7, 2023

The lead-gen platform Catchlight launched an integration for Salesforce on Salesforce AppExchange. It allows advisors to access Catchlight’s data insights without exiting their CRM...

Press release - light

August 24, 2023

Catchlight launches app for Salesforce enabling firms to enrich prospect profiles within their CRM and simplifying workflows.

In The News - Light

August 17, 2023

Generative AI will never be able to replace the intimate human relationships advisors have with clients. But it will make advisors’ lives a whole lot easier.

In The News - Light

July 25, 2023

Fidelity Labs, works on technologies aimed at Fidelity’s current business units over the next three years.

In The News - Light

July 14, 2023

AI is already asking questions of everything from advisor efficiency and client service to compliance and investment performance. How firms answer those questions in the coming years could separate successful RIAs from failures.

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June 27, 2023

The partnership with Catchlight will give firms access to AI-enabled software that can parse potential prospects and identify those most likely to convert...

In The News - Light

June 27, 2023

The strategy approach – currently being used by four partner firms – covers areas such as advisor marketing, coaching, and custom content creation. It is led by FiComm Partners; AI-powered lead optimization through a partnership with Catchlight.ai...

Press release - light

June 26, 2023

Catchlight has been chosen by Bluespring Wealth Partners LLC, an industry-leading acquirer and partner of best-in-class wealth management firms...

In The News - Light

June 13, 2023

Through artificial intelligence and other wealth management technologies, financial advisors are focusing more on client relationships, advising clients virtually across the country...

In The News - Light

Divorce, Death and Data: AI's Growing Role in Client Prospecting 

June 1, 2023

The platform gathers as many as 2,000 data points on leads to calculate a “Catchlight Score,” ranking prospects based on 40 characteristics it has identified — including life events, predicted assets and consumer behavior.

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June 1, 2023

Catchlight named a finalist in Marketing Automation for 2023 Wealthies.

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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...

In The News - Light

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.

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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...

Press release - light

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...

In The News - Light

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... 

Press release - light

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... 

In The News - Light

March 13, 2023

Catchlight recognized as the application with the highest user rating in the annual survey of software for financial advisors.

In The News - Light

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...

In The News - Light

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.

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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...

Press release - light

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...

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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.

In The News - Light

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...

In The News - Light

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...

In The News - Light

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...

In The News - Light

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.

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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...

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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...

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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...

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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...

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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. 

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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.

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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.


In The News - Light

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...

In The News - Light

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...

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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.


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