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September 6, 2024

It was a busy week for CatchlightAI, a technology platform that enriches, analyzes and scores leads for wealth management firms, which announced an invitation-only beta of its new Lead Routing decision support model.

The company also won a 2024 WealthManagement.com Industry Award for marketing automation at Thursday’s Wealthies gala in New York City (it won the same award in 2023).

 
In The News - Light

September 4, 2024

Catchlight, a fintech provider specializing in AI-driven growth solutions for wealth management firms, is looking to support advisors' prospecting efforts with a newly unveiled tool.

 
Press release - light

September 4, 2024

Catchlight, an organic growth platform with award-winning AI technology to enrich, analyze, and score leads for wealth management firms, today announced the invitation-only beta of its new Lead Routing decision support model. The first-of-its-kind model can help firms funnel these leads to teams or advisors who specialize in clients with similar profiles. 

In The News - Light

July 8, 2024

A co-founder of one AI firm is thinking ahead about wealth management clients. Listen to be in the know. 

 
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June 4, 2024


For the tenth year this September, WealthManagement.com will honor the best companies, people and organizations that support financial advisor success at its annual Industry Awards, aka “The Wealthies.”

 
In The News - Light

June 3, 2024

Growing an RIA requires a firm to invest in itself. But for many firms, deciding where to place bets may be easier said than done.

 
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Organic Growth Strategy Can Be the Ultimate Hedge for RIAs

 

March 19, 2024

Of all the options, organic growth allows advisors to retain the most autonomy and freedom from relying on luck or the whims of deal partners.

 
In The News - Light

Advisor Tech Talk

March 19, 2024

Wealth technology is continuing to evolve, and we’re here to help you decipher it.

 
In The News - Light

Mercer Advisors Upgrades Its Organic Growth Processes With Catchlight

February 14, 2024

Catchlight's prospecting data and insights, as well as personalization tools, will help enhance Mercer Advisors' sales and marketing efforts.

 
In The News - Light

Deals & Recruiting Roundup: EP Wealth, NewEdge, Angeles, LPL And More

February 13, 2024

Miracle Mile, EP Wealth And Carson Wealth Make Acquisitions. LPL, NewEdge Advisors And Angeles Wealth Recruit Advisors. Mercer Partners With Catchlight On Lead-Gen. And Savant Recruits Jon Zindel As CFO From William Blair.

 
In The News - Light

How AI is reshaping the landscape of financial planning

February 12, 2024

Artificial intelligence has the capability to transform many facets of today’s best practices in financial planning and wealth management. Industry experts share their perspectives on the current AI landscape.

In The News - Light

Mercer Advisors eyes tech-powered organic growth

February 8, 2024

National RIA aims to enhance advisor-client matching with Catchlight's advanced analytics and personalization tools

In The News - Light

Digital Digest: The Latest Tech News – Mercer Advisors, Catchlight

February 7, 2024

Denver-headquartered RIA Mercer Advisors is enhancing its digital marketing and client acquisition strategies through a partnership with Catchlight.

Press release - light

Mercer Advisors Upgrades Its Organic Growth Processes With Catchlight

February 6, 2024

Catchlight’s prospecting data and insights, as well as personalization tools, will help enhance Mercer Advisors’ sales and marketing efforts.

In The News - Light

FP Voices:
Advisory firms hungry for predictable organic growth

February 5, 2024

Catchlight's CEO and Co-Founder Wilbur Swan shares his observations from the recent #T32024 conference in Financial Planning.

In The News - Light

January 9, 2024

To explore the landscape for organic growth, we spoke with Yelena Melamed, Co-Founder and Head of Product at wealthtech firm Catchlight, which provides services to assist advisors with prospecting and marketing.

In The News - Light

January 3, 2024

As in other relationships in life, embarking upon a new beginning is often the hardest part for many financial advisors. But with a new year upon us, and the need to drive organic growth being ever-present, there's no better time for advisors to rethink how they win new clients

In The News - Light

December 13, 2023

When it comes to prospecting, it can be hard for advisors to find the right match...Thankfully, one tool is making it easier for advisors to "weed out" their leads.

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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...

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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...

Press release - light

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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