It has never been more important for financial advisors to find new business and connect with people who need a financial advisor’s help. Catchlight Insights LLC’s new AI-powered growth optimization technology lets advisors quickly uncover their best leads. Catchlight’s newly-announced integration with Redtail Technology, the leading provider of client relationship management (CRM) solutions for financial services firms, makes it easy for advisors to understand and prioritize their roster of potential clients.
Created in Fidelity Labs, the software incubator for Fidelity Investments, Catchlight uses institutional data partners and analysis of 100,000+ successful conversions to find the leads who are most likely to need an advisor’s guidance. Catchlight’s analytics let advisors combine information with action. For every prospect, the data engine suggests pitches based on turnkey segments, life events, and interests.
Catchlight is available for advisors on an early access basis, with a full launch coming on May 2. Advisors attending the 2022 T3 Advisor Conference, May 2-4 in Dallas, Texas, can experience a first-hand demonstration of Catchlight’s capabilities by visiting Booth 811 in the Exhibit Hall. Advisors can also contact Catchlight to set up one-on-one virtual demos.
Catchlight’s integration with Redtail seamlessly imports an advisor’s leads into the CRM, saving valuable time and eliminating manual data entry. Early access users like Tim Gardner of Chatham Retirement Partners have already taken advantage of the integration to invigorate their pipeline of new business.
“As an independent advisor and solo practitioner, marketing dollars and time are precious commodities,” Gardner said. “Catchlight and its Redtail integration help me continually evaluate my list of leads and zero in on the people who fit our target profile. In a matter of seconds, I was able to pull from the data within my CRM and get started with powerful intelligence from Catchlight.”
As Catchlight prepares to launch later this quarter, its developers are building integrations with leading wealthtech providers and platforms. In the future, Catchlight’s connection with Redtail will allow it to export data analysis from Catchlight directly into Redtail’s CRM.
“We chose Redtail as our first integration partner due to their strong adoption in the advisor community, as well as by popular request from our joint users,” said Yelena Melamed, co-founder and head of product at Catchlight. “Redtail understands the success that is possible for advisors and their clients when useful data is at their fingertips.”
Founded in 2020, Catchlight AI 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 firstname.lastname@example.org.