How Advisors Use Wealthbox + Catchlight to Provide Growth Insights

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Watch this recorded webinar to see how the Wealthbox + Catchlight integration helps advisors be more efficient in their outreach, personalize their approach, and be increasingly effective in converting leads to new clients. This webinar will cover:

  1. How Catchlight’s AI-driven technology helps advisors be more efficient in their sales prospecting.
  2. How Wealthbox’s “social CRM” product design allows advisors to collaborate as a team and manage client relationships like never before.
  3. How the bi-directional data sync integration between Wealthbox and Catchlight enhances existing Wealthbox contacts with insights to prioritize best opportunities, tailor outreach, and increase engagement.
  4. The benefits of the Wealthbox and Catchlight integration, and how to get started with ease.


Yelena Melamed

Head of Product


Chris Kopanski

Sr. Product Specialist


“The integration between Wealthbox and Catchlight makes it easy for advisors to quickly identify their next best prospect and take action to engage them in a personalized manner.”

Yelena Melamed

Head of Product at Catchlight

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