Catchlight

Humbled and honored to win the WealthManagement.com Wealthie for Marketing Automation two years in a row! This is recognition of the awesome Catchlight team and our forward-thinking customers who push us everyday. Let's go team! #BuiltInLabs #Wealthies #WealthManagement

Wilbur Swan, Catchlight's CEO and Co-Founder shared his top predictions for year ahead.   As we step into 2025, the financial advisory landscape is evolving quickly.    From technological advancements to changing client expectations, there is a lot that could change this year.   His latest blog post dives into 5 predictions: 1️⃣ The adoption curve for AI technology in wealth management will be steep, with a rapid surge as firms race to catch up and leverage new technology. 2️⃣ The fastest-growing firms will find a way to win with younger generations, specifically HENRYs (High Earners, Not Rich Yet), positioning themselves to capture future wealth. 3️⃣ Firms that prioritize their niche specialization and accurately match leads with the right advisors can transform client acquisition in 2025. 4️⃣ Growth through cross-sell partnerships will increase. 5️⃣ There will be a shift to performance marketing and away from general brand marketing activities. What do you think!? Are any of these surprising?    Full post linked in the comments. 

2024 was full of big wins— from adding more features designed to help our clients grow, to snagging a Wealthy in September, to forging some amazing new partnerships.   We're looking forward to achieving more together in 2025!   Wishing you and yours a joyful and bright holiday season.

A big thanks to WealthManagement.com and Davis Janowski for including Catchlight in their December 2024 WealthStack Roundup! #BuiltInLabs #WealthManagement #Catchlight #FinancialAdvisors #AI #Fintech

When we started the Grow Organically podcast, we stated one of our goals would be to provide actionable advice on how to scale growth programs at wealth management firms.   Yesterday, our final episode of the year went live and Wilbur Swan shared how we approach this challenge with the firms we work with.   Part of that is understanding the options.    "One way is you expand the size of your funnel. How do you engage with twice as many people?...Secondly, how might you double or triple conversion rates at the bottom of the funnel?"   Listen to the episode today! ✔️ Apple Podcasts: https://lnkd.in/gpx5WtUn ✔️ Spotify: https://lnkd.in/grcAZ7KN ✔️ Amazon Podcasts: https://lnkd.in/g2wp_2JQ   #BuiltInLabs #Podcast #GrowOrganically

It's our season 1 finale!    Wilbur Swan, our CEO & Co-Founder, comes on the mic to share his 2025 predictions for wealth management.   Also read the brand new blog that covers all 5 predictions! It includes interesting data about the fastest growing firms that may surprise you and help inform your planning for next year. 🔗 Read the blog here: https://lnkd.in/gh7nJx9B 🎧 Listen to the podcast: ☑️ Apple Podcasts: https://lnkd.in/gpx5WtUn ☑️ Spotify: https://lnkd.in/grcAZ7KN ☑️ Amazon Podcasts: https://lnkd.in/g2wp_2JQ #BuiltInLabs #Podcast #GrowOrganically

Catchlight is excited to announce that we’re teaming up with Mariner to help accelerate their robust organic growth strategy. Thank you, Lilly Riddle, for covering today’s big news!   With Catchlight, Mariner can now: ✅ Help identify their best prospects ✅ Prioritize meaningful engagement opportunities ✅ Deliver more personalized, high-impact client experiences Read more here: https://lnkd.in/eB2fgKes

Catchlight is sporting some new hardware from our win at last night’s ThinkAdvisor #Luminaries. We’re excited to continue innovating new ways to help advisory firms accelerate organic growth! Congratulations to all the nominees and winners! #BuiltInLabs #WealthManagement

Check out the latest episode of Grow Organically!    In this episode, Michelle Winkles, MBA shares the top three ways her team supports merged firms when they join Mission Wealth.   At Catchlight, we emphasize the importance of investing in organic growth to attract the right firms and support them effectively post-merger. A robust organic growth strategy can signal continuity after an acquisition to target firms.   Listen to the full episode wherever you get your podcasts. 🎧 ✔️ Apple Podcasts: https://lnkd.in/gRUrFckU ✔️ Spotify: https://lnkd.in/gFsU7XKA ✔️ Amazon Podcasts: https://lnkd.in/g_VQDmii #BuiltInLabs #Podcast #GrowOrganically

Catchlight is hiring a Director of Product Management. This is a fantastic opportunity to join a dynamic, hands-on team driving products from early concept to launch, and the chance to work with highly talented product professionals! #BuiltInLabs #Catchlight #WereHiring #Product