Wealthbox is excited to announce an integration with Catchlight, a sales prospecting and growth insights tool for financial advisors. Catchlight was founded in 2020 and helps advisors be more efficient in their sales prospecting using a personalized approach powered by AI insights. The bi-directional integration between Wealthbox and Catchlight enhances existing Wealthbox contacts with insights to prioritize best opportunities, tailor outreach, and increase engagement.
How it Works:
Advisors will set up the Wealthbox connection within the Integrations area of Catchlight. Inside Catchlight, advisors will choose what type of Wealthbox contacts they want to import. Once the contacts have been imported into Catchlight, Catchlight will use its proprietary data engine to return insights on the contact.
Data insights are then sent back in real time into Wealthbox and added to the Wealthbox contact record as a note. Insights posted back to Wealthbox include the Catchlight Score, estimated income, and assets information and other relevant insights for the contact.
The Catchlight Score and data insights helps advisors figure out which lead is the next best opportunity.
“At Catchlight, our goal is to empower advisors to answer two important questions to power their growth efforts: who do I engage next, and how do I personalize my pitch for them,” said Yelena Melamed, Head of Product at Catchlight. “This integration brings the power of Catchlight data and insights into the advisors workflow within Wealthbox. The integration makes it easy for advisors to quickly identify their next best prospect and take action to engage them in a personalized manner.”
“Catchlight sees the value of technology that meets advisors where they’re at, and we’re excited to bring the potential of their lead insights to our platform,” said John Rourke, CEO of Wealthbox. “This two-way integration will eliminate redundant, manual data entry and open the way for even more advisors to adopt a tool that can accelerate their business development efforts.”
Connect Wealthbox to Catchlight and start taking advantage of this integration today!