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Data Matters

We utilize institutional-grade data from first-party sources

We gather up to 2,000 data points on any given prospect and run it through models that were developed to predict likelihood to convert. We continuously test by leveraging proprietary data sets from global institutions. We take data seriously so that advisors can focus on growing their firms efficiently and effectively.

prioritization_iconLead Enrichment & Prioritization

Engage_iconIndividual Profiles & Engagement Ideas

Product - Profile page-2
Product - Profile page-2

Data Matters

We utilize institutional-grade data from first party sources

We gather up to 2,000 data points on any given prospect and run it through models that were developed to predict likelihood to convert. We continuously test by leveraging proprietary data sets from global institutions. We take data seriously so that advisors can focus on growing their firms efficiently and effectively. 

Prioritize_icon

Lead Enrichment & Prioritization

Engage_icon

Individual Profiles & Engagement Ideas

Gain deeper insights on your leads
and have better conversations

With Catchlight you can see a prospect's estimated investable assets, income and age ranges, personal interest and hobbies, investment objectives and certain life events. With these insights, Catchlight will present different engagement ideas and recommended content to share with prospects.

 

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"A critical piece of moving that prospect through the funnel is using Catchlight and the data that it's providing our financial advisors. It allows our advisors to have more meaningful conversations with prospects."

- Brett Bernstein, CEO and Founder XML Financial Group

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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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