New feature lets financial advisors use Catchlight’s data insights combined with generative AI to deliver individualized engagement at scale BOSTON, April 19, 2023--(BUSINESS WIRE)--Taking the next ...
Boston, MA, Sept. 04, 2024 (GLOBE NEWSWIRE) -- Catchlight, an organic growth platform with award-winning AI technology to enrich, analyze, and score leads for wealth management firms, today announced ...
Following its recent PE-powered capital infusion, Mariner Wealth Advisors is firing up its growth strategy further with a new fintech partnership. Mariner, which has reported over $245 billion in ...
BOSTON--(BUSINESS WIRE)--To help advisors create repeatable, organic growth, Catchlight has launched its Advisor Growth Program, a multi-faceted instruction series that guides advisors through steps ...
Catchlight, a fintech provider specializing in AI-driven growth solutions for wealth management firms, is looking to support advisors' prospecting efforts with a newly unveiled tool. The firm ...
Lead generation plays a vital role in growing your practice, and you can employ a variety of techniques to attract new ...
Boston-based Catchlight Insights announced that it has incorporated data available through Wealthbox, a customer relationship management software platform, into Catchlight, its growth engine, to help ...
Boston, Mass, Dec. 17, 2024 (GLOBE NEWSWIRE) -- Catchlight, an award-winning organic growth platform from Fidelity Labs, is working with Mariner to help accelerate its robust organic growth engine.
Photographers Sarah Blesener, Brian Frank and Tomas van Houtryve are the winners of the first CatchLight Fellowship. Each will receive $30,000 to complete a project that promotes social good. Blesener ...
BOSTON--(BUSINESS WIRE)--Taking the next step in connecting lead data and insights to growth-generating actions for financial advisors, Catchlight now provides AI-generated emails to advisors to send ...