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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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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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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.
Product Description
About this Product
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
About Catchlight Insights, LLC
Incubated in Fidelity Labs, 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 can help pinpoint an advisor's best opportunities. Catchlight helps advisors quickly identify which leads to pitch and suggests ways to engage them.
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Serving RIAs Since
Discount for Schwab Clients?
0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.