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What does Catchlight do for me?

Catchlight takes the guesswork out of prioritizing a list of prospects and gathers up to 2,000 data points on a prospect in the time it is taking you to read this.

Catchlight creates efficiency, enabling advisors to focus on those more likely to convert.

Why does it matter?

With deep insights, we help improve advisor prospecting effectiveness by empowering them with data to know what they may be interested in.

Advisors aren’t just saving time each week, they're able to reach out to their top leads quicker – ahead of their competitors who might be working the same leads.

Here’s how our AI powered platform
helps grow your practice in 3 steps

Homepage - Data v2

Step 1

Add your leads and Catchlight will gather up to 2,000 data points on them—saving you a lot of time. We will also score the leads based on our proprietary predictive conversion model. 

Now your leads are ranked based on those that are more likely to convert.  

Step 2

Create smart segments based on the type of prospects you want to focus on such as business owners, pre-retirees, HENRYS, or those experiencing life events such as a new home purchase or receiving company stock. 

CL for Marketers - Step 2
CL for Marketers - Step 2

Step 2

Create smart segments based on the type of prospects you want to focus on such as business owners, pre-retirees, HENRYS, or those experiencing life events such as a new home purchase or receiving company stock.

How it Works - For Dark bgs

Step 3

Engage your prioritized prospects with content that is custom tailored to their needs. Catchlight also suggests engagement ideas based on the distinct characteristics of your leads. 

Catchlight for Advisors
Gain deeper insights on your leads

Whether you are generating leads from a newsletter, seminar, or landing page, you are probably only collecting name and email address. Good news! That is all that Catchlight needs to help build comprehensive profiles of your prospects. 

Catchlight accelerates your lead research, scores your leads and suggests content to create more meaningful conversations. 

Book a Strategy Call
CL for Advisors - Make connections
CL for Advisors - Make connections

Catchlight for Advisors
Gain deeper insights on your leads

Whether you are generating leads from a newsletter, seminar, or landing page, you are probably only collecting name and email address. Good news! That is all that Catchlight needs to help build comprehensive profiles of your prospects. 

Catchlight accelerates your lead research, scores your leads and suggests content to create more meaningful conversations. 

Book a Strategy Call
bob_c_headshot

Bob Chitrathorn, CFO / VP Wealth Planning
Simplified Wealth Management

"We are a busy firm with 5+ advisors and are always on the look-out for tools that can help us save time. We use the Catchlight Score all the time to filter leads that we want to engage and spend time on vs. those that may get less of our attention. We also use the engagement ideas from Catchlight which makes it easier to connect the right content ideas with the right prospects."

Let us help you grow your practice. Sign up for a demo today to see how!

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CONTACT
hello@catchlight.ai
Book a Strategy Call

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.

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

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