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
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
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
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
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
