Catchlight.ai: Smart Lead Optimization for Wealth Management Advisors

Catchlight.ai is an advanced AI-powered growth platform designed specifically for financial advisors and marketers in wealth management firms, helping them prioritize high-converting leads and personalize outreach with precision. Built by Catchlight Insights LLC and incubated by Fidelity Labs, it leverages a proprietary predictive model trained on over 170,000 client conversions to analyze up to 2,000 data points per prospect—including estimated income, investable assets, life events, and personal interests—delivering actionable insights and engagement suggestions in seconds. With seamless integrations across Salesforce, Redtail, Wealthbox, and other CRM platforms, Catchlight enables smarter prospecting, improved cross-sell opportunities, and deeper funnel analysis, all while supporting custom dashboards and real-time data sync. Users have reported conversion rate increases from 1-2% to 3-6%, up to 3x more meetings booked, and over 30% reduction in prospecting time. The platform also includes innovative features like AI-driven Lead Routing, personalized email generation, and a dedicated Advisor Growth Program with free educational resources. Recognized with top industry awards and praised as a 'Mighty Mite' with the highest user rating, Catchlight.ai empowers advisors to grow their practices organically through data-rich, intelligent decision-making.

Key Features:

• AI-Powered Lead Scoring (Catchlight Score): Predicts the likelihood of a lead converting on financial advice using a model trained on 170,000+ conversions.
• Data-Rich Prospect Profiles: Enriches leads with insights from up to 2,000 data points, including income range, age, investable assets, life events, hobbies, and investment interests.
• Lead Prioritization: Ranks leads by conversion probability to focus efforts on the most promising prospects.
• Personalized Outreach Suggestions: Provides tailored engagement ideas and pre-scripted outreach copy based on prospect profiles.
• Cross-Sell & Upsell Insights: Identifies opportunities for targeted product recommendations based on client behavior and life stage.
• Funnel Analysis: Offers detailed analytics to track and optimize the lead-to-client journey.
• Advisor-Led Prospecting Support: Helps advisors identify the right next steps and content for meaningful client conversations.
• Lead Routing (Beta): Matches leads to advisors with similar client profiles using AI for optimal alignment.
• CRM Integrations: Fully integrates with Salesforce, Redtail, Wealthbox, FMG, Snappy Kraken, Practifi, Skience, XLR8, and Salentica.
• API Access: Enables real-time, two-way data synchronization with external systems via API (available after demo).
• Custom Dashboards & Reporting: Offers tailored dashboards and funnel reports for enterprise clients.
• Advisor Growth Program & Resources: Includes free webinars, podcasts, blog content, and actionable growth tactics for advisors.
• Projections & Revenue Forecasting: Provides projected client revenue estimates based on enriched profile data and Fidelity’s business insights.

Pricing: Catchlight.ai offers a tiered pricing model with a dedicated plan for small to mid-sized firms at $2,500/year (includes 500 enriched profiles) and custom pricing for enterprise clients based on scale and needs. A specialized Lead Portfolio Analysis service is available for firms with $5B+ in AUM at a one-time fee of $10,000. The platform also provides a free trial to experience its capabilities.

Conclusion: Catchlight.ai stands out as a powerful, intelligent growth engine for wealth management professionals, combining deep data enrichment, predictive analytics, and seamless CRM integration to supercharge prospecting efficiency and conversion success—making it a must-have tool for advisors aiming to scale with precision and personalization.