Catchlight and Money Pickle

Improve prospecting efficiency and effectiveness  

A growth platform for wealth management firms

1. Accelerate lead research. Save time and let Catchlight gather up to 2,000 data points on your leads.

2. Highlight top prospects. Based on deep research of 170k prior conversions, Catchlight can highlight those leads that have a higher likelihood to convert.

3. Engage in a meaningful way. With Catchlight insights, you can hone your pitch based on the distinct background and needs of your prospect creating a more engaging conversation.

Questions? The Catchlight team is here to help

Alex G Headshot

Alex Greenberg

alex.greenberg@catchlight.ai

774-279-3766

 

 

Watch a 2-min video to find out how other financial advisors have been using Catchlight to grow and scale their business.

Improve your conversion rate by 2-3x with Catchlight data

As featured in

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2-3x improved conversion rate is based on model testing