Catchlight
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About
Catchlight is an innovative AI-powered platform designed to empower financial advisors by optimizing their prospecting and marketing efforts. Leveraging advanced AI models trained on extensive data, it helps advisors identify high-potential leads and personalize outreach effectively. Catchlight profiles leads by analyzing up to 2,000 data points, offering insights such as estimated income, investable assets, and life events to significantly improve conversion rates. With integrated tools, engagement suggestions, and CRM compatibility, it aims to streamline the prospecting process, ultimately accelerating AUM growth for advisors across different firm sizes. Its mission is to facilitate organic growth through data-driven strategies and insights, positioning advisors to connect more meaningfully with potential clients.
Platform
Features
• integration with crm systems
• flexibility for different advisor firm sizes
• customizable engagement ideas
• insights based on 2000 data points
• ai-driven lead scoring
FAQs
What is Catchlight?
Catchlight is an AI-powered lead optimization engine for financial advisors, enabling them to engage effectively with their best-fit leads.
How does it work?
Catchlight analyzes publicly available data and uses AI to identify leads, providing advisors with important insights for their outreach.
Why should I use Catchlight?
Catchlight helps advisors save time, improves lead conversion rates, and allows for a data-driven approach to prospecting.
Do I need to enter a lead’s email, phone number, and address?
Only one contact detail is required, but providing more data improves the accuracy of results.
What is the Catchlight Score?
The Catchlight Score predicts the likelihood of someone purchasing financial advice, based on AI models trained on real-world outcomes.
Pricing Plans
Catchlight Web Application
USD1999.00 / per year• Integrated Lead Dashboard
• Lead Enrichment & Prioritization
• Individual Profiles & Engagement Ideas
• Customer support via Email and Zoom
• AI Generated Prospecting Emails
Catchlight Salesforce App & API
Unknown Price• Deep prospect insights
• Lead Prioritization with AI-powered lead scoring
Catchlight Custom Plans
Unknown Price• Custom lead and client dashboards
• Growth consulting sessions
• Custom funnel reporting
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