Catchlight
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About
Catchlight is an AI-powered organic growth platform specifically designed for wealth management firms. It helps financial advisors prioritize leads, personalize outreach, and improve conversion rates by providing data-driven insights and engagement ideas. The platform analyzes up to 2,000 data points on each prospect, offering estimated income, investable assets, age ranges, investment objectives, and life events. Catchlight integrates with CRM platforms like Salesforce, Wealthbox and Redtail, and offers features such as AI-generated prospecting emails and content recommendations.
Platform
Task
Features
• content recommendations
• ai generated prospecting emails
• custom lead and client dashboards
• custom programming
• dedicated support team
• custom funnel reporting
• lead prioritization with ai-powered lead scoring
• data-driven insights & enrichment
FAQs
What is Catchlight?
Catchlight is among the industry's first financial advice lead optimization engines and is based on actual advisor experience and artificial intelligence.
What is Catchlight's origin story?
Catchlight Insights LLC, incubated in Fidelity Labs, LLC, uses AI-powered growth optimization technology.
How does it work?
Catchlight enables advisors to identify more easily who to focus on and how to market and pitch to leads.
Why is AI important? How is our approach unique?
Advisors today typically have a list of 50-500 people they gathered through social connections, webinars, dinners, mailings, etc.
Why should I use Catchlight?
Catchlight helps advisors save time and effort when they want to grow their business.
Where does your data come from?
Catchlight leverages data from multiple vendors to enrich profiles, and our proprietary AI to surface insights.
How do clients use the output from Catchlight to improve conversion?
Create efficiency in prospecting with segment filtering and sorting by likelihood to convert AI to organize their [15 minutes of] prospecting.
Is Catchlight for clients affiliated with a specific custody provider?
This solution is available to advisors, agnostic to their clearing/custody provider.
How many leads can I enter at once?
The current maximum for a file upload is 2,500. If you have more leads than that, feel free to upload multiple files or call us to help with a bulk upload.
How do I use Catchlight?
Easily add leads into Catchlight through our simple upload process or via our Redtail integration.
What is the expected output for a lead?
While output may vary across leads contingent on how much data is available, expected fields include financial details and meta data.
Do I need to enter a lead’s email, phone number, and address? Which one is best?
Only one contact detail (email, phone number, or address) is required, but the more data attributes that you enter, the more accurate the results will likely be.
Where do advisors get their leads from?
While each advisor is unique, some common sources for leads include: client referrals, webinars, seminars, purchased leads, podcast subscribers, and marketing sites.
Do you provide new leads?
Catchlight does not provide new leads at this time.
How is the Catchlight lead score calculated?
The Catchlight lead score is calculated by AI which has been trained by 100,000+ conversions from lead to client and a rich data foundation.
Pricing Plans
Catchlight for Enterprises
Unknown Price• Data-driven insights & enrichment features via Salesforce or API
• Lead Prioritization with AI-powered lead scoring
• Custom funnel reporting for marketing and growth teams
• Dedicated support team available to consult on growth and AI
• Custom programming based on your firm's unique needs
• Custom lead and client dashboards
Lead Portfolio Analysis
USD10000.00 / one-time• Data-Driven Segmentation
• Top AUM growth opportunities
• Actionable Engagement Ideas
Catchlight for Small Firms
USD2500.00 / year• 500 enriched profiles
• Lead prioritization with AI powered lead scoring
• Lead segmentation to build prospect lists
• AI generated prospecting emails
• Content recommendations
• Engagement suggestions for each prospect
• Analytics of your prospecting funnel
• Advisor growth program
• Integrations with Snappy Kraken, Salesforce, Wealthbox, Redtail, and more.
Job Opportunities
There are currently no job postings for this AI tool.
Ratings & Reviews
No ratings available yet. Be the first to rate this tool!
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