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

We're heading to Dreamforce! Excited to be taking part in an event focused on understanding the foundation of AI and how we can put it to work. Interested in learning more about Catchlight? Book some time with our VP of Sales Bruce Karten, we can't wait to see you there: https://lnkd.in/ewkXmEGE #BuiltInLabs #DR24

Some firms start spending big budgets on generating leads before they are truly ready.   In the new episode of Grow Organically, Crystal Mathis talks about her approach of building a solid marketing foundation and leveraging innovative tech stacks to streamline operations.    Listen as Crystal shares her journey and seamlessly intertwines practical advice with personal anecdotes.   Are you ready to uncover the strategic insights that can help transform your wealth management practice? Now available on all platforms! 🎤 Apple podcasts: https://lnkd.in/eggF8--U 🎤Spotify: https://lnkd.in/ejr7f26d 🎤Amazon podcasts: https://lnkd.in/eBCxytxi #BuiltInLabs #GrowOrganically #Podcast

Today we announced the release of our Lead Routing Beta, the first-of-its-kind, AI-enabled model that helps connect a prospect to the right advisor.    The model aims to identify the advisor or team that is most closely aligned to work with a lead based on the unique characteristics of their existing book - with a goal to drive higher conversion rates and accelerated organic growth.    The Beta is invite-only but you can join the waitlist here! https://bit.ly/4dQJf3Y #BuiltInLabs #OrganicGrowth #LeadRouting

Tuxes are pressed and gowns are ready. Who else is headed to NYC for the #Wealthies this week?  Catchlight is honored to be a finalist in four categories. Thanks to WealthManagement.com for the recognition!   Huge congrats to all the finalists, looking forward celebrating with all of you.  #BuiltInLabs #WMAwards #WealthManagement

This Labor Day we’re celebrating our team and also the incredible Catchlight community of advisors and firms we support. We're proud to be your partner in the work you do every day to help your clients secure their financial future. Thank you to everyone, enjoy a fantastic long weekend! #BuiltInLabs #LaborDay

"As a long-time product geek, I can proudly say that some of the best products built, and teams behind them, fail many times before they hit it out the park." Head of Product and co-founder Yelena Melamed shares how Catchlight unlocked its potential with the crawl-walk-run approach, and how embracing the journey has brought us closer to our goals. #BuiltInLabs #OrganicGrowth #ProductManagement

Coming up on Grow Organically, we're talking with Crystal Mathis, Chief Marketing Officer and Partner at SignatureFD! Hear her take on the importance of understanding the challenges advisors face and how organic growth is a result of all the moving parts of a team working together. Be sure to subscribe to Grow Organically so you don't miss her full episode! Apple Podcasts: https://lnkd.in/esyecUVr Spotify: https://lnkd.in/eG3Ty6yU Amazon Podcasts: https://lnkd.in/eHwsP6yj #BuiltInLabs #GrowOrganically #Podcast

📖 5 Levers of Growth for Wealth Management Success, Chapter 1: Mergers and Acquisitions The argument for M&A is simple: there is a current financial arbitrage opportunity where larger firms trading at a high multiple can boost their valuations by acquiring smaller firms with lower multiples. In Chapter 1, we cover:  - How to navigate growth through M&A - Challenges that are presented with M&A  - The organic growth edge in M&A Enjoy this preview! https://bit.ly/4cIF2hm Check out the full eBook with playbooks and input from industry leaders - https://bit.ly/3XktSv2 #BuiltInLabs #OrganicGrowth #eBook

Headed to ECHELON Partners Deal & Deal Makers Summit this week in Laguna Niguel? Be sure to catch our head of marketing, Daniel Gilmartin during the Ask the Experts session on Wednesday, August 28th. Looking forward to seeing you there! #BuiltInLabs #DDM #DealsandDealmakersSummit #DDMSummit2024