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RIAs Are Dropping the Ball on Marketing and Referrals

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...

Wealthtech Roundup: Luma, Envestnet, COMPLY, Vestmark, SYSTM And More

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.

The WealthStack Podcast: Utilizing AI to Help Advisors Grow Organically with Yelena Melamed

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...

Catchlight Launches Advisor Growth Program to Support Financial Advisors' Organic Growth

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...

Struggling with prospecting emails? Fidelity Labs' Catchlight says generative AI can help

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...

Catchlight Introduces New AI-Generated Prospect Emails Connecting Insights To Action With Effortless, Personalized Outreach

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...

Catchlight named Mighty Mite in 2023 T3 Insider Information Annual Software

March 13, 2023

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

Weekly Roundup: Machine Learning, Robotic and Automation Updates

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...

Catchlight delivers prospecting to fintech to Advisors Excel

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.

Advisors Excel Partners With Catchlight

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...

Advisors Excel and AE Wealth Management Team With Catchlight To Boost Organic Growth

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...

9 Ways Advisors Can Drive and Close More Leads in 2023

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.

The Latest in Financial #AdvisorTech

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...

Advisors Share Their Smartest Investments to Grow Their Business

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...

Advisors, Boost Your Lead Conversion Rate with These 3 Questions

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...

Catchlight Partners with Wealthbox to Aid Advisors

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.

WealthStack Roundup: Carefull Partners with Cetera; Catchlight Integrates with Wealthbox

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...

Catchlight Brings Growth Insights to Wealthbox

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...

FMG an d Catchlight Partner to Deliver Personalized Prospect Communications

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...

A Week's Worth of Integrations Provide a Glance Into the Future of AdvisorTech

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...

FMG and Catchlight Partner to Give Financial Advisors an "Easy Button" to Deliver Personalized...

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.

It's People, Not Simply Assets, Behind the 'Great Wealth Transfer'

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.

The latest in financial #AdvisorTech - August 2022

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.

The Latest In Financial #AdvisorTech (August 2022)

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...

Advisors are ready to go all-in on AI. Here's how it may change the industry

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...

New technology helps advisors convert prospects into clients

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.

T3 2022 recap: Top takeaways from the advisor fintech conference

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..

Joel Bruckenstein delivers full-bore Texas T3 to record attendance, complete with news...

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.

Catchlight Launches to Optimize Lead Qualification for Time-Starved Financial Advisors

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.

RBC Clearing Launches New Tech Platform For RIAs, BDs: Tech Roundup

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.

Digital Digest: The Latest Tech News - Catchlight, Redtail

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...

AI-Powered Prospecting Solution, Catchlight, Integrates with Redtail Technology

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...

Startup Catchlight Aims to Make Prospecting More Efficient

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...

A New Advisor Tech Trend: Tools Specifically for Turning Hard-Earned Prospects Into Clients

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..

For media inquiries, please reach to out us
hello@catchlight.ai

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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.

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

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In The News

See what people are saying

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..

For media inquiries, please reach to out us hello@catchlight.ai

For media inquiries, please reach to out us
hello@catchlight.ai