Segment
Segment your clients by estimated investable assets, income range, and more in seconds
Optimize
Quickly optimize marketing spend
Measure
Access unique insights using dashboards directly in your CRM
Marketing Funnel Analysis
How Catchlight data can help you better understand your marketing funnel
For illustrative purposes only
John
Chief Marketing Officer
$10B RIA
Problem
Unclear which online channels deliver the best customers
Top goal
Determine which channels to scale to maximize ROI
John is performing a deep dive to find out exactly what is and isn’t working in his firm’s organic growth marketing strategy.
Specifically, he wants to determine which online channels are driving the best leads so he can better allocate marketing resources.
In addition, John needs to prove the value of marketing to the firm’s partners. The firm has traditionally relied on word-of-mouth marketing and client referrals to drive growth in AUM. The partners are skeptical of the digital marketing tactics John and his team are using to drive growth.
