Catchlight
Click to visit website
About
Catchlight is an organic growth platform designed specifically for financial advisors, leveraging AI and data to optimize lead prospecting and marketing efforts. It uses advanced algorithms trained on over 200,000 prior investor and advisor interactions to score leads based on their likelihood of conversion. The platform builds detailed profiles of potential clients, rich in insights such as income ranges, investable assets, and relevant life events, which help advisors tailor their outreach and messaging effectively. Catchlight also integrates with CRM systems, enhancing the efficiency and effectiveness of advice services. With various pricing options, it aims to support advisors of all sizes in increasing their Assets Under Management (AUM) by personalizing client engagement and streamlining the prospecting process.
Platform
Features
• integration with crm
• personalized messaging suggestions
• ai-driven lead scoring
• deep insights on leads
• time-saving prospect management
FAQs
What is Catchlight?
Catchlight is a financial advice lead optimization engine using AI to help advisors engage effectively with leads.
What is Catchlight's origin story?
Catchlight is a product from Catchlight Insights LLC, created in Fidelity Labs, aiming to support independent financial advisors in prioritizing and connecting with prospective clients.
How does it work?
Catchlight analyzes public data and insights from data vendors using AI, helping advisors streamline their prospecting efforts.
Why is AI important?
AI helps advisors identify high-potential leads efficiently, allowing for better marketing strategies and outreach.
Why should I use Catchlight?
Catchlight saves time in growing businesses and provides actionable insights that are invaluable to advisors.
Where does your data come from?
Catchlight utilizes data from various vendors and public records to give a comprehensive understanding of leads.
How do clients use the output from Catchlight to improve conversion?
Clients use Catchlight's outputs such as engagement ideas, dashboards, and organized prospects to create efficient outreach.
Is Catchlight for clients affiliated with a specific custody provider?
Catchlight is available to advisors independently of their clearing/custody provider.
How many leads can I enter at once?
The maximum file upload for leads is currently 2,500.
How do I use Catchlight?
Leads can be entered through a simple upload process or via integrations like Redtail.
Pricing Plans
Catchlight Web Application
USD1999.00 / per year• Integrated Lead Dashboard
• Lead Enrichment & Prioritization
• Individual Profiles & Engagement Ideas
• Analytics of your prospecting funnel
• AI Generated Prospecting Emails
Catchlight Custom Plans
Free Plan• Custom funnel reporting
• Growth consulting sessions
• Custom programming based on unique needs
Average Rating: 0.0
Average Rating: 0.0
5 Stars:
0 Ratings
4 Stars:
0 Ratings
3 Stars:
0 Ratings
2 Stars:
0 Ratings
1 Star:
0 Ratings
User Ratings
No ratings available.
Sign In to Rate this Tool
Related Tools
HeadlineHunter
All-in-One Trend Analytics tool leveraging generative AI for trend monitoring, analysis, and reporting.
View Details
Feedback Sync
Centralize and analyze customer feedback with this AI-driven tool integrated into Slack.
View Details
Featured Tools
TiramAi
Create user personas and user stories quickly with TiramAi's AI-powered solutions.
View Details
Dezyn
Interactive architectural diagram tool with AI-powered features for flowcharts and cloud architectures.
View Details
SayIntentions.AI
The Future of AI for Aviation Simulation. Experience Immersion Like Never Before! - AI Air Traffic Control - AI CabinCrews - AI TourGuides - AI Mentors
View Details
AI Math Solver
A powerful AI tool for solving complex math problems with step-by-step explanations and support for photo upload.
View Details
Sherloq
A collaborative SQL management platform for data teams, enabling efficient query sharing and organization.
View Details
AutoKT
Automate and enhance your documentation with AI-driven solutions for knowledge transfer.
View Details