Catchlight

Ever wonder how your competitors are approaching their prospecting? Click to view report.

Click for instant download: https://insights.catchlight.ai/financial-advisor-benchmarking-statistics-on-prospecting-simple

ICYMI: Wilbur Swan of Catchlight spoke yesterday with Chana Schoenberger and Samuel Deane on the transformative role of technology in financial advisors' organic growth efforts at the INVEST 2023 conference. As advisors look for prospects in ever-larger geographic circles, the ability to automate and scale the prospecting process can lead to faster, more meaningful human-to-human engagement.

https://lnkd.in/eU9z9An8

A new from Catchlight: The Organic Growth Imperative - why firms should focus on organic growth and tips on how to enable a growth engine at your firm.

Read more about it and download it here: https://bit.ly/445yx4g

Great minds think alike! Catchlight's marketing and product teams are always in sync, especially Daniel Gilmartin and Ziang Zhou today.

We are thrilled to be working with David Canter and the team at Bluespring Wealth Partners. What started as a growth summit meeting in our office earlier this year has led to this. We're excited to help drive meaningful growth.

Get the details on Yahoo Finance: https://finance.yahoo.com/news/bluespring-wealth-partners-selects-catchlight-153700475.html

Bluespring Wealth Partners Selects Catchlight to Help Power New Blueprint for Growth Initiative BOSTON, June 26, 2023--Catchlight has been chosen by Bluespring Wealth Partners LLC, an industry-leading acquirer and partner of best-in-class wealth management firms, to infuse every stage of their advisors’ lead funnel with data insights to accelerate organic growth. Soon, the first wave of Blue...

Please join us in welcoming our two newest team members, Brent Kievit-Kylar and Adam Blanchette, MBA. Brent is our new Director of API and Data Engineering and Adam joins us as Director of Customer Success, both adding crucial insight and experience to integral parts of our organization.

From our team to you and yours - Happy 4th of July.

Congrats to our very own Carmen Wu for winning a Q2 Women in Technology Excellence Award.

"Carmen Wu epitomizes an excellent technologist through technology expertise, communication skills and leadership prowess..."

Way to go, Carmen!

Advisors can be great at finding new prospects, but often know very little about the people in their lead lists. Our co-founder Yelena Melamed spoke to Payton Guion about the role can play in prioritization, engagement, and organic growth for financial advisors.

https://lnkd.in/etR7aQ5S

The Catchlight team loves to give back! Here is what our colleague Dawn Dyer had to say about her time spent with Junior Achievement of Greater Boston.

"It was a privilege to spend the morning teaching financial literacy to a classroom of 11-14 year olds focussing on understanding the pros and cons of different payment methods for real life use cases. Looking forward to seeing them again next month to talk about planning for their future incomes!"

We are excited to announce not just one, but TWO updates to the Catchlight platform:

✅ "Top Three for Today": Need some ideas to get going with your next campaign? The "Top Three for Today" panel is here for a shot of inspiration, providing some quick tips and insights that you can use to help drive prospect engagement.

✅ Engage Now: We're rolling out our AI-generated email feature, now with a smartly designed, one-stop shop for all of your personalized outreach. Get ready to ramp up your prospecting.

Click to learn more: https://bit.ly/43Q3JUU