Redtail Integration Screenshot

Benefits of Using Catchlight with Redtail

  • 30% Time Savings*: Build data-rich profiles and score your leads in seconds saving time and prioritizing lead outreach.
  • 2-3x Improved Conversion*: Catchlight helps deliver personalization at scale with intelligent lead profiles.
  • Targeted Outreach: Given our deep insights on a prospect, we share engagement ideas and suggested copy powered by AI to use in outreach.
  • Simple Integration: Seamlessly integrates with Redtail, allowing for easy transfer and management of contacts between systems.

Got a minute? See Catchlight + Redtail

See how simple it is to access Catchlight data directly in Redtail. You'll see data points like estimated...

  • Investable assets
  • Income range
  • Life events
  • Hobbies
  • Financial interests
  • & more!

⌛ One minute video

"It's made the business easier. It's given me confidence in my efforts that I've not had before."

— Tim Gardner - Chatham Retirement Partners

CRP_logo

Trusted by

Fid_Logo_Blk
carson-logo
Mercer logo black
wealthspire-logo
Amplius Black

Interested in learning more? Drop your email and we'll follow up.

*Client improvement experiences are reflective of multiple clients but for representative purposes only. Results may vary based on different factors unique to each client and their use case. 2-3x improved conversion rate is based on model testing. 

1147063.1.0