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TECHNOLOGY PROVIDERS Marketing Automation
CATCHLIGHT
Lead Engagement Platform
Catchlight, launched 10 months ago, is a lead engagement platform for financial advisory firms who want to drive organic growth. Catchlight is used by advisors and marketers in firms of all sizes. Catchlight gathers up to 2,000 data points on leads and scores them based on our AI model that predicts the likelihood the lead will convert. The model was created by studying over 170k individuals who indicated interest in paid financial advice. Next, the platform derives unique insights based on the data gathered about a lead. These insights may include estimated investible assets, age and income ranges, life events, investment interests, projected client revenue, and more. Lastly, advisors and marketers use Catchlight personalized emails, recommended content, and engagement ideas to connect with their prospects.
Founded in 2020, Catchlight is dedicated to helping advisors be more efficient in their outreach, personalize their approach, and be increasingly effective in converting leads to new clients. Through rich data intelligence and proprietary AI powered insights for sales and marketing, Catchlight pinpoints an advisor's best opportunities. Catchlight helps advisors quickly identify which leads to pitch and how to best engage them. For more information, visit www.catchlight.ai or email at sales@catchlight.ai.
catchlight.ai
221 WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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