michael.pendergrass
Acronym
Catchlight Insights, LLC
Product ID
Catchlight-AI
Description

AI tech to help advisors append data to and filter leads based on likelihood to close. 

Images
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catch_1
Details
  • Your leads will get scored based on our propensity to convert model. Leads will be ranked so you can quickly prioritize who to reach out to next. 
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catch_2
Details
  • Catchlight can enrich your leads with demographic, personal interest, and financial data. You can now be better prepped for each of their calls. Catchlight researches their age, investment goals, and personal interests.
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catch_3
Details
  • Ever wonder how your leads breakdown by wealth segment, age, occupation? What about the most common attributes on your leads? Lead Insights can help you breakdown your lead list to help you easily create segments based on a desired criteria.
Features

AI tech to help advisors append data to and filter leads based on likelihood to close:

  • Prioritize: Smart lead filtering - see who to reach out to immediately
  • Engage: Get more insights on your leads and have better conversations
  • Close: Spend less time prospecting and more time closing
     
Vendors
Catchlight Insights, LLC
Management Style
Discount - No
Schwab Products
SIT Provider
Section
Practice Management
Ad Hoc Tags
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DoubleClick Tags
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