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Catchlight Helps Advisors Boost
Their Marketing. Here's how...

Catchlight Can Help Advisors Boost Their Marketing. Here's how...

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Engage Fewer Prospects to Save Time

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Upload your prospects and we will score them based on our predictive model and highlight those more likely to convert

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Review lead profiles with enriched data such as estimated investable assets, income & age range, estimated home value and more  

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Now you can focus your time on prioritized leads with rich data insights—saving you time and helping to lift your close rates.

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Make Relationship Building Easier with Done-For-You Research

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We gather up to 2,000 data points per profile to help you get a better sense of your prospects needs  
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Your contacts are automatically enriched with age range, occupation, hobbies, estimated income, likely planning objectives, and more
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Use Personalized Messages to Help Close More Leads

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Based on information Catchlight has gathered and derived about your leads, it provides you with messages that you can easily personalize to improve engagement

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Calling or emailing your prospects? You’ll be better equipped to easily deliver the right message at the right time

“Okay, I’m ready to focus on my highest potential prospects!”

Who's Using Catchlight?

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Tim Gardner

“Catchlight and its Redtail integration help me continually evaluate my list of leads and zero in on the people who fit our target profile. In a matter of seconds, I was able to pull from the data within my CRM and get started with powerful intelligence from Catchlight.”

 
—Chatham Retirement Partners
 

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Bob Chitrathorn

"We are a busy firm with 5+ advisors and are always on the look-out for tools that can help us save time. We use the Catchlight Score all the time to filter leads that we want to engage and spend time on vs. those that may get less of our attention. We also use the engagement ideas from Catchlight which makes it easier to connect the right content ideas with the right prospects."  
 
 —Simplified Wealth Managemnt

“It’s so affordable, if I close one additional lead, it pays for itself.”

Catchlight starts at just $1,999 a year.

3 Places Catchlight Helps You Most

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Your Advertising & Marketing

Are you spending your money and time using paid advertising and buying leads?

Catchlight can help you convert more leads by focusing your time on your best-fit leads and giving you the tools to be more successful selling.

This can help reduce your cost per new client, and can help your advertising dollar go further.

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Your Operations

Are you still spending hours every week researching contacts?

By providing you with one-click lead prioritization, rich lead data, and intelligently generated personalized content for your leads—you can save hours of time each week.

Plus, Catchlight works along side your existing CRM, so using it is easy.

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Your Growth

Have you ever wondered how many more clients you could win if you knew which leads were most likely to close?

Catchlight is ideal for financial advisors looking to grow their client base because it's focus is helping you to be more confident and boosting your conversion rates by helping you focus on your best-fit leads—so you grow faster with less effort.

New User Questions & Answers

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. Our mission at Catchlight is to help advisors effectively engage with their best-fit leads and convert these leads to clients faster.

What is Catchlight's origin story?

Catchlight Insights LLC, incubated in Fidelity Labs, LLC (“Fidelity Labs”), uses AI-powered growth optimization technology to help independent financial advisors more easily prioritize and connect with prospective clients. This solution is available to advisors - agnostic to their clearing/custody provider. Advisors have told us that growing their business is a key focus area, and they’re looking for digital solutions and technology to help them do that.

Fidelity Labs is Fidelity Investments’ in-house software incubator and digital studio. Founded in 2005, Fidelity Labs has played a critical role in driving growth and innovation for the firm. Fidelity Labs has a portfolio of new businesses and are constantly prototyping concepts for new ventures.

How does it work?

Catchlight enables advisors to identify more easily who to focus on and how to market and pitch to leads. Think of it as an AI powered researcher for your sales efforts. We do this by leveraging publicly available data, information from data vendors, and dynamic Artificial Intelligence (“AI”) insights that improve over time. Catchlight also creates a simple workflow, akin to a smart sales notebook, to help advisors most efficiently manage their 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. They might pick a few to focus on in each week and will do research via Google to learn more to inform their pitch. We flip that model -- we analyze and research their entire list, identify best-fit leads using AI models, and then provide details to inform their marketing and sales. Think of it as a smart AI-based researcher who can analyze all that data and determine informed next steps. AI works great in these scenarios, as only computers can analyze that much data to detect patterns.

Why should I use Catchlight?

Catchlight helps advisors save time and effort when they want to grow their business. Big picture, the value of a new advisory client is high… we estimate an average net present value of $10K for a client with a $500K in AUM, and it can grow from there. With that much at stake, we think it is smart for advisors to invest their time as carefully as possible.

Where does your data come from?

Catchlight leverages data from multiple vendors to enrich profiles, and our proprietary AI to surface insights. Sources range from first party permissioned affiliate marketing consumer insight to public records because we believe advisors must wholistically understand people they engage with to serve them better. This data could be found through search, but it would take hours for advisors that are already strapped for time.

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
  • Actionable data with filtering to support segmented outreach and marketing
  • Engagement ideas and scoring that get smarter over time with advisor use
  • Dashboards for health of overall pipeline
  • Integrated into the advisor workflow (integration with Redtail and HubSpot-friendly export)
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. The number of uploads is also determined by the service model you choose. See more information here.

How do I use Catchlight?

Easily add leads into Catchlight through our simple upload process or via our Redtail integration. Harness the power of AI and big data to quickly learn which leads to engage with and what best practices to follow.

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, including estimated assets and income,
  • meta data such as occupation and age group,
  • matching segments such as business owners,
  • financial interests such as nearing retirement or charitable giving,
  • potential life events such as a new home purchase or company stock allocation
  • household engagement ideas such as sailing or grandchildren.
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, marketing sites, appreciation days, former clients, social media, and center of influence (COI) referrals.
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. Catchlight's predictive engine is based upon analysis of real-world outcomes from advice professionals.
What is the Catchlight Score and why is it interesting?
This score is a prediction of how likely it is that someone may purchase financial advice. The prediction is made using AI models. These models make a prediction based upon how similar a lead is, across a number of dimensions, to a large dataset of previously converted leads. A green check mark next to the score signals high confidence in the score. When a green check mark is missing it means a significant number of the lead attributes needed for the score were missing.
How accurate is the data provided about my lead?
Accuracy is a top priority for Catchlight. We are continuously tuning our models and working with data providers to track and improve accuracy. If you notice any inaccuracies, you are able to edit them on screen. The more details that you update and ensure are accurate, the better the Catchlight insights will be.
How do I provide feedback?
Your feedback is incredibly valuable to the Catchlight team. Our best new features have come from advisor suggestions. Please reach out to us at hello@catchlight.ai to provide any constructive feedback or enhancement ideas for the product.
Can I integrate Catchlight into my CRM?
We are integrated with Redtail CRM with more partners on the roadmap. 
How does the integration with FMG work?

From within the Catchlight app, users can find recommended content from FMG intended to align with the characteristics of the prospect. A few examples include: 

  • The Catchlight app will show content options regarding retirement planning for prospects who fit a certain age range. 
  • FMG ESG content will be surfaced for prospects who are more likely to be interested in ESG products.
  • Insure content specific to new parents will display for leads who may have recently welcomed a new baby into the family. 
  • Content on setting up a power of attorney will bubble up for prospects who may be interested in estate planning. 

“Yes, I’m ready to see Catchlight for myself!”

Great, let's talk! Schedule your personalized tour today—here's what you'll get:

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See firsthand how Catchlight can help you save you time, improve your conversion rates, and grow your AUM. 

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We’ll customize your tour, so you can see how Catchlight can be tailored to your unique business needs. 

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Discover why financial advisors trust Catchlight, and what your competitors already know. 

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