Catchlight AI is dedicated to helping advisors be more efficient in their outreach, personalize their approach, & be increasingly effective in converting leads.
Boston, MA
Joined February 2022
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Excited to be a finalist in the 2024 @ThinkAdvisor Luminaries awards! Catchlight has been named a finalist for 3 awards, notably having our co-founder and head of product Yelena Melamed up for Executive of the Year.
#BuiltInLabs #Luminaries #WealthManagement
Catchlight retweeted
@CatchlightAI, a platform for wealth management firms incubated within Fidelity Labs, has a new podcast out: Grow Organically. Tune in to hear wealth management firms discuss strategies and tactics to drive growth and what they are doing to stay ahead in a competitive landscape. podcasts.apple.com/us/podcas…
Advisors need a strategic approach to unlocking growth; investing time in connecting w/ prospects aligned w/ their focus areas is key to achieving scale. Head of Product Yelena Melamed spoke w/ @investmentnews about the role Catchlight plays for advisors: bit.ly/41lvJA5
We are thrilled and humbled to win the Marketing Automation #Wealthies Award from @wealth_mgmt! Proud of the hard work from our entire Catchlight team, and so thankful for our customers who push us everyday in their drive for growth #BuiltInLabs #Wealthies #WealthManagement
Catchlight retweeted
Congratulations @CatchlightAI, winner of the TECHNOLOGY PROVIDERS: Marketing Automation category of the 2022 Wealth Management Industry Awards. #Wealthies
Excited to launch our integration for Salesforce on Salesforce AppExchange! We are empowering customers to access and employ Catchlight's wealth of data insights without the need to leave their CRM environment bit.ly/3qPtGGr #BuiltInLabs #FinancialAdvisors #OrganicGrowth
Looking forward to being in NYC for the @wealth_mgmt 'Wealthie' awards in a few weeks! Excited to see friends from across the industry as we celebrate our collective success #BuiltInLabs #Catchlight #Wealthies #WealthManagement #FinancialAdvisors #AI
Excited to announce TWO updates to the Catchlight platform:
✅ "Top Three for Today": Here for a shot of inspiration, with tips and insights to drive prospect engagement
✅ Engage Now: Rolling out our AI-generated email feature for personalized outreach bit.ly/43Q3JUU
Congrats to our very own Carmen Wu for winning a Q2 Women in Tech Excellence Award.
"Carmen Wu epitomizes an excellent technologist through technology expertise, communication skills and leadership prowess..." Way to go, Carmen!
#BuiltInLabs #Catchlight #Spotlight #WomenInTech
Catchlight retweeted
Bluespring Wealth Partners Selects Catchlight to Help Power New Blueprint for Growth Initiative dlvr.it/SrG9Y0
Catchlight retweeted
Bluespring Wealth Partners Selects Catchlight to Help Power New Blueprint for Growth Initiative ow.ly/ozrP50OYXjm #technology #fintech #fintechtrends #fintechrevolution
Trying to think of a great email to send your top prospects? Catchlight may be able to help. We just released a new feature – AI generated prospect emails!
Not a subscriber and want to check it out? Get a 1:1 demo: insights.catchlight.ai/meeti…
#BuiltInLabs #AI #Catchlight
Looking forward to a great webinar with our friends from @Wealthbox to show how we can deliver great prospect insights into your CRM.
Sign up here 👉 bit.ly/3Z8meS0
#Catchlight #Webinar #Wealthbox #FinancialAdvisors
Catchlight retweeted
Advisors, now is your chance to see @CatchlightAI + @Wealthbox demo our integration live. Don't miss out! Sign up here 👉 bit.ly/3Zqy1vj
Thanks to Joel Bruckenstein for recognizing Catchlight as a Mighty Mite. We don't yet lead in market share, but those that use us give us an extraordinary user rating. Reach out to set up a demo and we'll show you why!
t3technologyhub.com/the-2023…
#BuiltInLabs #Catchlight #T3
Our new Financial Advisor Benchmarking Statistics on Prospecting Study is out! See data on competition for leads, untapped marketing methods, time spent researching leads and more: insights.catchlight.ai/finan…
#BuiltInLabs #Catchlight #Whitepaper #FinancialAdvisors #AI
We’re thrilled to be highlighted in @IDBinvestors. Thank you to financial advisor Denis O’Leary of @CoastlineWealth for naming us as one of their firm’s platforms for boosting efficiency in generating leads. lnkd.in/ghJ5ArVd#BuiltInLabs #Catchlight
In the 2nd installment of our two-part series “8 Financial Advisor Marketing Strategies for Growth,” explore 4 effective digital marketing tactics that all RIAs can implement into their lead-scoring strategies, such as social media: catchlight.ai/advisor-resour…
#builtinLabs
You know you need to organize your lead gen and research to win new business as an RIA. But where to start?
Co-founder Yelena Melamed offers some practical first steps in @barronsonline: barrons.com/advisor/articles…
#builtinlabs #catchlight #advisors