Catchlight is an AI-driven platform designed to help wealth management firms improve their sales and marketing outreach through advanced data intelligence. Catchlight leverages proprietary AI-powered insights to identify a firm's best leads, recommend personalized engagement strategies, and increase conversion rates from prospects to new clients.
Using Catchlight, wealth management teams can efficiently pinpoint which leads to prioritize and how to approach them, enabling scalable personalization and more effective resource allocation. The platform provides actionable data intelligence that helps sales and marketing teams at financial advisory firms make informed decisions and focus on the most promising opportunities.
How Does Catchlight Help Wealth Management Firms?
Catchlight addresses several core challenges faced by wealth management companies:
- Lead Prioritization: By analyzing vast datasets, Catchlight surfaces which leads are most likely to convert, saving advisors time and increasing efficiency.
- Personalized Outreach: The AI engine delivers insights on how to best engage each lead, supporting tailored communication at scale.
- Sales and Marketing Optimization: Firms use Catchlight to align their sales and marketing strategies with data-driven recommendations, driving better outcomes across the client acquisition funnel.
Who Uses Catchlight?
Catchlight primarily serves wealth management and financial advisory firms looking to modernize and streamline their growth efforts. Notable customers include Fid, Mercer, Carson, Mariner, Mission, Wealthspire, BrookStone, XML, Amplius, and AVIDIAN, reflecting adoption by a range of established industry players.
Leadership Team
Catchlight was founded and is led by a team with deep expertise in software, product development, and data science:
- Wilbur Swan – CEO
- Mahesh Pai – CTO
- Yelena Melamed – Head of Product
- Meredith Lambert – Head of Design & Customer Success
- Shannon Dwyer – Vice President Sales
- Tony Ezzat – Head of Data Science
- Conor Rood – Vice President of Sales
- Daniel Gilmartin – Head of Marketing
- Dawn Dyer – Director of Product Management
The team is dedicated to continuous product development, with a focus on evolving features to meet user needs in the dynamic wealth management landscape. You can learn more about their background and approach on their About page.
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