Catchlight

Excited to be a finalist in the 2024 @ThinkAdvisor Luminaries awards! Catchlight has been named a finalist for 3 awards, notably having our co-founder and head of product Yelena Melamed up for Executive of the Year. #BuiltInLabs #Luminaries #WealthManagement

@CatchlightAI, a platform for wealth management firms incubated within Fidelity Labs, has a new podcast out: Grow Organically. Tune in to hear wealth management firms discuss strategies and tactics to drive growth and what they are doing to stay ahead in a competitive landscape. podcasts.apple.com/us/podcast/gro…

@jasonpereira @FactSet @ShannonRosic Looking forward to this!!!

Advisors need a strategic approach to unlocking growth; investing time in connecting w/ prospects aligned w/ their focus areas is key to achieving scale. Head of Product Yelena Melamed spoke w/ @investmentnews about the role Catchlight plays for advisors: bit.ly/41lvJA5

We are thrilled and humbled to win the Marketing Automation #Wealthies Award from @wealth_mgmt! Proud of the hard work from our entire Catchlight team, and so thankful for our customers who push us everyday in their drive for growth #BuiltInLabs #Wealthies #WealthManagement

@wealth_mgmt @MercerAdvisors Congrats Gary!

Congratulations Gary Foodim of @MercerAdvisors, winner of the INDIVIDUAL RIA FIRM LEADERS: Chief Marketing Officer of the Year category of the 2023 Wealth Management Industry Awards! #Wealthies

@wealth_mgmt Way to go team @CatchlightAI !!!

Congratulations @CatchlightAI, winner of the TECHNOLOGY PROVIDERS: Marketing Automation category of the 2022 Wealth Management Industry Awards. #Wealthies

Excited to launch our integration for Salesforce on Salesforce AppExchange! We are empowering customers to access and employ Catchlight's wealth of data insights without the need to leave their CRM environment bit.ly/3qPtGGr #BuiltInLabs #FinancialAdvisors #OrganicGrowth

Looking forward to being in NYC for the @wealth_mgmt 'Wealthie' awards in a few weeks! Excited to see friends from across the industry as we celebrate our collective success #BuiltInLabs #Catchlight #Wealthies #WealthManagement #FinancialAdvisors #AI

Excited to announce TWO updates to the Catchlight platform: ✅ "Top Three for Today": Here for a shot of inspiration, with tips and insights to drive prospect engagement ✅ Engage Now: Rolling out our AI-generated email feature for personalized outreach bit.ly/43Q3JUU

Congrats to our very own Carmen Wu for winning a Q2 Women in Tech Excellence Award. "Carmen Wu epitomizes an excellent technologist through technology expertise, communication skills and leadership prowess..." Way to go, Carmen! #BuiltInLabs #Catchlight #Spotlight #WomenInTech

From our team to you and yours - Happy 4th of July. #builtinlabs #catchlight

Bluespring Wealth Partners Selects Catchlight to Help Power New Blueprint for Growth Initiative dlvr.it/SrG9Y0

Bluespring Wealth Partners Selects Catchlight to Help Power New Blueprint for Growth Initiative ow.ly/ozrP50OYXjm #technology #fintech #fintechtrends #fintechrevolution

@Ross__Marino @trustandwill @_FPAlpha @getvanilla @MoneyGuidePro @Pulse360 @RedtailCRM @HearsaySystems @FMGSuite Thanks @Ross__Marino for the mention. We are working hard to help advisors improve organic growth.

Great to see continual growth in estate planning support for advisors from @trustandwill @_FPAlpha @getvanilla @MoneyGuidePro , and AI updates for @Pulse360 @CatchlightAI @RedtailCRM @HearsaySystems @FMGSuite

Trying to think of a great email to send your top prospects? Catchlight may be able to help. We just released a new feature – AI generated prospect emails! Not a subscriber and want to check it out? Get a 1:1 demo: insights.catchlight.ai/meetings/conor… #BuiltInLabs #AI #Catchlight

Looking forward to a great webinar with our friends from @Wealthbox to show how we can deliver great prospect insights into your CRM. Sign up here 👉 bit.ly/3Z8meS0 #Catchlight #Webinar #Wealthbox #FinancialAdvisors

Advisors, now is your chance to see @CatchlightAI + @Wealthbox demo our integration live. Don't miss out! Sign up here 👉 bit.ly/3Zqy1vj

Thanks to Joel Bruckenstein for recognizing Catchlight as a Mighty Mite. We don't yet lead in market share, but those that use us give us an extraordinary user rating. Reach out to set up a demo and we'll show you why! t3technologyhub.com/the-2023-t3-in… #BuiltInLabs #Catchlight #T3