More about the closed Beta
The first-of-its-kind service will help firms further segment leads within their existing lead generation pipeline by funneling these leads to firms or advisors who specialize in clients with similar profiles. The model aims to provide a curated set of leads, higher conversion rates, and accelerated organic growth for enterprise firms.
According to a recent study, 71% of consumers expect companies to deliver personalized interactions. When leads are routed to the most equipped advisor to serve their needs, there’s an opportunity to provide a more personalized approach. Catchlight gathers up to 2,000 data points on any given prospect, including age range, estimated income, estimated investable assets, education & employment history, and more, giving an advisor the opportunity to make a memorable and impressive first impression and ultimately aim to help increase conversion rates.
Lead Routing is the latest in a string of innovations from Catchlight, where the team is constantly on the search to equip wealth management firms and advisors for greater organic growth through data-driven models.