Business introduction
Organic Growth Platform for Wealth Management
Catchlight helps you save time and grow AUM by predicting which leads are most likely to convert. With a more targeted lead list, growth teams utilize Catchlight's deep insights to deliver the optimum message to leads
Catchlight: Empowering Financial Advisors
Created in Fidelity Labs, Catchlight helps financial advisors grow their business by focusing on two simple, yet crucial questions: which prospect should I call next and what might they be interested in.
Catchlight can gather up to 2,000 data points on a prospect. These data points can lead to insights which highlight specific needs or interests of a prospect, making it simpler for the advisor to take action, saving time and driving 2-3x improvement in conversion.
Catchlight Solutions
Catchlight for Advisors
Accelerate lead research Catchlight can gather up to 2,000 data points on your leads and provide you with more insights than you'll be able to find on your own, all in less than a few minutes. We refresh the data frequently so that you'll have a clear picture on a lead......
