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