Catchlight is an AI-powered lead management system for financial professionals. The technology was designed to streamline your practice’s customer acquisition efforts.
Catchlight will help determine who to call, and suggest ways to pitch to new or existing leads with your most valuable client data points.
Get a quick picture of a client’s key details, interests and more to build better rapport through your emails, phone calls, or meetings.
Catchlight's prioritization can boost your effectiveness & efficiency in closing new business at scale.
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.
© 2022 Catchlight Insights LLC. All rights reserved.
This is for persons in the U.S. only.
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