What is Catchlight?
Catchlight is a powerful data enrichment and analytics platform built specifically for financial advisors. It helps you understand your leads and clients on a deeper level by providing valuable insights about their demographics, financial capacity, interests, and life events—all in one centralized dashboard.
How Catchlight Helps You
With Catchlight, you can:
Prioritize your best opportunities using AI-powered scoring and revenue projections
Personalize your outreach with insights about hobbies, interests, and professional backgrounds
Time your conversations by identifying life events and eligibility milestones
Track your performance with enrichment metrics and lead quality analytics
Make data-driven decisions about where to focus your time and energy
Understanding Catchlight Data
The data that Catchlight provides comes from a variety of sources—purchase history, subscription data, and AI-driven predictions. This data should be considered directional, not definitive.
Important: Data is a Starting Point
As a financial professional, you will quickly come to know your clients and prospects on a very intimate level. They often share their hopes, dreams, and fears with you during your first conversations. Catchlight is not intended to, and cannot, replace that type of close relationship.
Our aim is to help you prioritize and focus on your best opportunities from a large group of individuals. Time is a limited resource, so how do you use it wisely? Catchlight can help point you in the right direction.
What's in Your Dashboard
Your Catchlight Analytics Dashboard includes:
Search & Filters - Find specific leads and analyze data by date range, enrichment status, and life events
Key Performance Indicators (KPIs) - Track enrichment success, lead quality, and revenue potential
Interactive Charts - Visualize revenue distribution, wealth segments, and life event opportunities
Detailed Lead Profiles - Access rich data about each contact including demographics, financials, and interests
Getting the Most from Catchlight
To maximize your success with Catchlight:
Start with high-scoring leads - Use the Catchlight Score to identify prospects most likely to purchase financial advice
Look for life events - Recent job changes, approaching retirement, and eligibility milestones create natural conversation opportunities
Personalize your approach - Reference shared interests, alma maters, or professional backgrounds to build rapport
Verify important details - Always confirm critical information directly with prospects during your conversations
Track your results - Use the dashboard analytics to understand what's working and optimize your approach
Important Compliance Note
Catchlight is not a consumer reporting agency and does not provide consumer reports as defined by the Fair Credit Reporting Act (FCRA). The information provided should not be used for credit decisions, employment purposes, or other FCRA-regulated activities. All data is derived from publicly available and third-party sources for marketing and business development purposes only.
Next Steps
Ready to explore your dashboard? Check out these helpful articles:
Understanding Your Dashboard - Learn about the layout and main sections
Using Dashboard Filters - Master the search and filtering features
Understanding Key Metrics (KPIs) - Learn how to read performance indicators
Catchlight Data Dictionary Overview - Explore all available data fields
Need help? Contact our support team or search our knowledge base for answers to your questions.