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Powerful benefits & insights

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Integrated Lead Dashboard

 

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Lead Enrichment & Prioritization

 

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Individual Profiles & Engagement Ideas

 

Catchlight Growth Plans

Catchlight Web Application

Grow your firm with the power of data and insights. This plan gives you ideas and content to help improve engagement with your prospects through the award winning Catchlight application.




$1,999/year*
monthly billing option available


Designed for growth focused small to mid-sized firms who are acquiring and attracting new leads with a desire to build long lasting relationships.

  • Data-driven insights and powerful enrichment features
  • Lead Prioritization with AI powered lead scoring
  • Lead segmentation to build prospect lists
  • Analytics of your prospecting funnel
  • Engagement ideas customized for each prospect
  • Content Recommendations
  • Customer support via Email and Zoom
  • 3rd party marketing and analytics integrations
  • AI Generated Prospecting Emails
  • Advisor Growth Program


Schedule a Demo

Catchlight Salesforce App & API

Sync intelligent insights on prospects and clients, including our exclusive Catchlight Score, in your Salesforce instance or through our API directly into your application of choice.


Starting at $1,999/user per year 


Built for mid-sized to large firms with an existing growth tech stack who want to leverage deep insights from enriched prospect profiles to accelerate their growth.

  • Data-driven insights and powerful enrichment features via our Salesforce App or API
  • Lead Prioritization with AI powered lead scoring

 

 

 

 

 

Speak with Sales

Catchlight Custom Plans

Deep prospect insights, AI generated conversion predictions, bespoke reporting on lead funnels and client growth, and more is available in a custom configuration of Catchlight.

 


Custom Pricing


Configured for the specific needs of large scale firms with hundreds of advisors in different offices with a growth imperative.

Get the most of Catchlight in a custom package for your firm.

  • Lead enrichment and scoring via the Catchlight app, Salesforce, and API
  • Custom funnel reporting for marketing and growth teams
  • Growth consulting sessions with the Catchlight team
    AI consulting with the Catchlight team
  • Custom programming based on your firm's unique needs (e.g. full day growth tech planning session)
  • Custom lead and client dashboards
Speak with Sales

* Up to 500 profile enrichments included. Tiered pricing for additional profiles available.


Have a few questions before getting started?

You may have questions about our product or plans, and we'd like to help manage your way to prospecting more efficiently.
Give us a ring at (800) 971-6150 or complete the "Learn More” form here to set up an appointment with a Catchlight growth specialist.

We look forward to hearing from you!

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"Decades ago, you'd make 400 calls to get 10 quality leads and one good meeting per day. That was a success rate of one-fourth of 1%. With today's AI like Catchlight, the success rate is in the 5%-to-10% range. Catchlight builds profiles of leads' key traits and helps us identify who to reach out to next."

Denis O'Leary - Director of Wealth Management
Coastline Wealth Management 

"Over the past few months, Marks has begun using Catchlight to rank leads by their potential to turn into new clients, as well as pulling lead insights from the tool to fine-tune his pitch. Using the tool, he’s seen his lead conversion rate go from an estimated one to two new clients per 100 potential clients to three to six new clients per 100 potential clients."

- WealthManagement.com 

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

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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.

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