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.
