Catchlight integrations
From CRM to content, Catchlight acts like a data engine, integrating with third-party applications to bring data driven insights to advisors where they are doing their work to help drive organic growth.
Integration with Wealthbox
Syncing data with Wealthbox is a snap. Now you can find insights including a prospects Catchlight Score, estimated income range, investable assets, financial interests, and more all in the prospects profile in Wealthbox. Check it out.
“Catchlight sees the value of technology that meets advisors where they’re at, and we’re excited to bring the potential of their lead insights to our platform.”
— John Rourke, CEO of Wealthbox
Integration with Wealthbox
Syncing data with Wealthbox is a snap. Now you can find insights including a prospects Catchlight Score, estimated income range, investable assets, financial interests, and more all in the prospects profile in Wealthbox. Check it out.
“Catchlight sees the value of technology that meets advisors where they’re at, and we’re excited to bring the potential of their lead insights to our platform”
— John Rourke, CEO of Wealthbox
"This partnership is extremely powerful. This is a game changer and addresses a major pain point for advisors."
— Scott White, CEO of FMG
Integration with FMG
Through our integration with FMG, you can now easily find content that is mapped to the characteristics of your prospects. With over 2,500 pieces of content, you can leverage emails, social posts and more and know that the content is aligned with your prospects interests.
Integration with Redtail
Easily sync data from Redtail into Catchlight to score your prospects and find out who you should call next. Watch our webinar where we show off the integration with our friends at Redtail.
Integration with Redtail
Easily sync data from Redtail into Catchlight to score your prospects and find out who you should call next. Watch our webinar where we show off the integration with our friends at Redtail.
Introducing the
Catchlight API
The Catchlight API allows firms to access profile data and pull it into their systems for use within their workstreams. Please schedule a demo to learn more about it.
"It's made the business easier. It's given me confidence in my efforts that I've not had before."
— Tim Gardner - Chatham Retirement Partners
Sign up for a demo today.
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