Catchlight: Empowering Financial Advisors

Created in Fidelity Labs, Catchlight helps financial advisors grow their business by focusing on two simple, yet crucial questions: which prospect should I call next and what might they be interested in.

Catchlight can gather up to 2,000 data points on a prospect. These data points can lead to insights which highlight specific needs or interests of a prospect, making it simpler for the advisor to take action, saving time and driving 2-3x improvement in conversion.

Our Mission

Catchlight’s mission is to help financial advisors scale and grow organically through the use of powerful data, unique insights, and pre-scripted actions all driven by proprietary AI models. An advisor’s growth is our priority.