Which leads are most likely to become customers? This AI tool helps advisors find out.

Focus on creating targeted, data-driven outreach strategies focused on their ICP (Ideal Customer Profile).

Many larger RIAs struggle in the middle of the marketing funnel, preventing them from scaling their marketing efforts.

They spend time manually qualifying leads rather than using tools like Catchlight to automate optimization and direct leads to the advisors or team best equipped to convert them into customers.

What are advisors essentially doing right and wrong in their marketing?

There is no good or bad. It is up to company executives to determine what they are looking for in their marketing.

Some firms may focus time and effort on brand marketing, while others use technology to build organic growth engines.

Those looking to grow are turning to tools like Catchlight, online lead generation offers, and personalized content offers to help create more meaningful engagements with ideal leads.

Should businesses hire high-end staff or advisors to help with marketing?

Rather than looking at the age of the employees, look at the maturity of the business. In this industry, firms vary in size, business model, type of customer. Organic growth will look different at all these firms.

And they are all at different points in their journey.

We built Catchlight to integrate with CRM (Customer Relationship Management) systems and work with a firm’s already successful lead generation efforts, although every development playbook looks different.

We figure out with each business how to reach more of their best customers — who are not yet customers — and to do so in the most efficient way possible with the help of machine learning models.

What kind of AI are you using then?

There are two. Our flagship machine learning models have been trained on hundreds of thousands of past lead-to-customer conversions, allowing us to predict things like how likely someone is to convert to paid financial advice. This is the Catchlight score.

Our access to unique data and insights has allowed our team to develop other advanced AI models using machine learning, including investable assets and income, as well as lead routing.

The other kind is our generative AI capabilities, which can help personalize and streamline outreach.

Given our deep knowledge of a prospect, we share engagement ideas and suggested copy to use in your communication.

What specific market is Catchlight targeting?

We serve the needs of a broad advisor market, including RIAs – our primary focus – independent advisors and those in wirehouses.

We also serve firms that have wealth management lines of business, including banks, retirement plan providers and insurance companies.

What do these companies want most?

We hear from them all the time that organic growth is their top priority.

So we help businesses with the ever-present challenge of organic growth, and we strongly believe that data and AI-powered insights can help unlock the growth they’re after.