Leverage data and insights from Catchlight directly in Salesforce

Enrich Leads

Through the Catchlight app on Salesforce, you can quickly and easily add data and insights to lead profiles, giving marketing, business development, and advisors a unique view into the background and anticipated needs of your leads. 

Lead enrichment data may include estimated investable assets and income, age range, home ownership, education and employment history, life events, personal interests, hobbies, and more. 

All of this data can help business development representatives and advisors make more meaningful connections with prospects. 

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. 

Explore Leads

Not only will the Catchlight app on Salesforce enrich net new leads, you can also build enriched profiles for existing records. Adding additional data and insights on existing leads can give you a new perspective on old names. You'll be able to create segments such as HENRYs who have received company stock, or affluent/mass affluent white collar professionals who may be in the market for estate planning. 

Defining segments with Catchlight insights can help improve your nurture campaigns helping to ensure that you are delivering the right messages, to the right prospects, at the right time. All enabled by Catchlight.