FMG Content Now Integrated In Catchlight

Data. Insights. Action. These are core tenants that we here at Catchlight think about when we work on improving the product or adding new features & functionality.

Catchlight & FMG: Now Integrated

We get wonderful feedback and requests from our users and the one that has resonated lately falls into the Action category. We’ve been asked by Advisors to help improve their communications and engagement with their prospects based on the Insights that they’ve discovered through Catchlight.  

 

We are pleased to announce a new collaboration with the great team at FMG. With an extensive collection of content, FMG has distinguished themselves as a platform that delivers unique and relevant content to Advisors based on their needs. Working together, we’ve found that we can make prospecting even easier for Advisors by aligning FMG content with specific characteristics of a lead.  

 

Now, Catchlight users can find relevant content suggestions when they click the "Engage Now" button on a Lead. For those that are also FMG customers, they will then be able to go directly to this content within their FMG platform to send and/or edit that piece of content. Content suggestions map to the anticipated needs of the lead based on the insights that Catchlight develops. Personalization is a key tactic when engaging leads if one hopes to have the best shot at conversion. Together, Catchlight and FMG are excited to see how this partnership can help our mutual customers grow their businesses.  

Ready to see it in action?

Schedule a Demo
Laptop with FMG Integration

How to Leverage FMG Content in Three Easy Steps

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Choose a Prospect to Engage
From the lead profile, Catchlight users simply click the “Engage Now” button to find engagement ideas as well as content from FMG.

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Logo - T3
Logo - Wealthtech Toda
Logo - Financial Planning
Logo - ThinkAdvisor
Catchlight - FMG Step 2@2x
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See Content Recommendations 
Users can review the different FMG content options from the Engage Now panel to find the piece they think will work best.

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See Content Recommendations 
Users can review the different FMG content options from the Engage Now panel to find the piece they think will work best.

Catchlight - FMG Step 2@2x
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Select Content and Engage
Selecting the content piece will take FMG subscribers to their platform where they can log in and access the full piece of content. If a user is not an FMG subscriber, they can take advantage of preferred pricing to sign up.

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Ready to see it in action?

Schedule a Demo
CONTACT
hello@catchlight.ai

Catchlight℠ is offered by Catchlight Insights LLC. This content does not constitute an offer or recommendation of any securities or investment, tax, legal or other advice. Catchlight and its affiliates are not responsible for the accuracy of any information provided or for the outcomes of any interactions with existing or prospective clients entered into in reliance on the information provided or for any securities or investment advice provided to any existing or prospective client. All information about prospects provided by Catchlight is derived from publicly available and/or third party sources. Catchlight is not a consumer reporting agency and the services and information we provide do not constitute a ‘consumer report’ as that term is defined in the Fair Credit Reporting Act (“FCRA”). You will not use information made available through our services, in whole or in part, for the purpose of serving as a factor in establishing a consumer’s eligibility for credit or insurance to be used primarily for personal, family or household purposes, for employment purposes or for any other purpose authorized under the FCRA, or to take an adverse action, as such term is defined in the FCRA.

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