Data Enriched Profiles Now In Wealthbox

Financial advisors can now easily sync Catchlight data with a lead profile in Wealthbox. 

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Driving Seamless Workflows

Empowering financial advisors with data, insights, and suggested actions is what drives us at Catchlight—and we know the best way to support advisors is to seamlessly merge into their existing workflows. 

Our latest integration with Wealthbox is a fitting example of delivering unmatched data to advisors within their CRM platform.  

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Powerful Insights at Your Fingertips

After a simple sync, advisors can find data–enriched profiles that can include a prospect's estimated income range, investable assets, financial interests, and more, within Wealthbox. 

Furthermore, they can access a prospect’s Catchlight Score, which ranks their likelihood of becoming a client. This score, based on a proprietary model trained on a growing set over 100,000 conversions, will be embedded in Wealthbox, making it more efficient for an advisor to prioritize their outreach and save time.

Ready to see it in action?

Schedule a Demo

Ready to see it in action?

Schedule a Demo

How Catchlight + Wealthbox Work For You

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Automate Syncing and Enrichment of Data

Seamlessly sync contacts from Wealthbox to Catchlight. Setting up the integration takes just a few clicks and is complete in minutes.

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Data that Helps You Prioritize Your Prospecting Efforts

Use Catchlight's intelligent insights to best prioritize your lead outreach. Highlight and focus on the ideal clients for your practice—zoom in on age range, income range, assets, financial interests, and more.

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Data that Helps You Prioritize Your Prospecting Efforts

Use Catchlight's intelligent insights to best prioritize your lead outreach. Focus on and identify the ideal clients for your practice—zoom in on age, income, assets, spending behavior, financial interests, and more.

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Insights that Help Improve Your Engagement

Make the most of your outreach to your ideal prospects. Get suggestions for relevant topics, tailored marketing campaigns and articles, and engage with confidence.

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Ready to see it in action?

Schedule a Demo
CONTACT
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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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