Tag : Catchlight

Catchlight Releases Beta of ‘Lead Routing’, a Revolutionary AI-Enabled Model to Connect a Prospect to the Right Advisor & Help Increase Likelihood of Conversion
Artificial Intelligence Fintech Investment Services News

Catchlight Releases Beta of ‘Lead Routing’, a Revolutionary AI-Enabled Model to Connect a Prospect to the Right Advisor & Help Increase Likelihood of Conversion

GlobeNewswire
Leading fintech company adds offering to increase pipeline generation efficiency through hyper-segmentation. Catchlight, an organic growth platform with award-winning AI technology to enrich, analyze, and score leads for wealth management firms, announced the invitation-only beta of its new Lead Routing decision support model. The first-of-its-kind model can help firms funnel......
Bluespring Wealth Partners Selects Catchlight to Help Power New Blueprint for Growth Initiative
Finance Fintech News

Bluespring Wealth Partners Selects Catchlight to Help Power New Blueprint for Growth Initiative

Business Wire
Catchlight’s data and AI-driven insights help advisors drive success throughout their entire lead funnel 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 Bluespring partner......
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