ABOUT this webinar
Topic: Growing your practice organically with Catchlight & Redtail
Description: Would you like your prospecting time to be more efficient? Does working smarter to win more of your best-fit clients sound appealing? Come learn how Catchlight is helping independent RIAs scale and grow organically through the use of powerful data and proprietary AI models. We will share best practices for using Catchlight as well as how to send your contacts from Redtail CRM into Catchlight.

In August of 2022, our Building Your Tech Stack webinar series will focus on partners in the Marketing and Financial Planning categories. A description of each partner category along with the partner(s) we focus on in our webinars this month is below.

Marketing

Marketing software is available to assist you with getting your marketing messaging out, regardless of the channel you are hoping to share your message in. There are website-building platforms, email marketing solutions, digital marketing platforms, social media monitoring, scheduling, and engagement software, lead capture software, tools for producing podcasts, and the list could go on and on and on. The bottom line is you have a message to share, and there are solutions available to assist you with sharing it in the right time at the right place.

Integrating each of your marketing tools with Redtail CRM means you will likely be able to streamline many of the steps commonly associated with getting your marketing message out to your clients and prospects.

In an August 23rd Building Your Tech Stack webinar with Catchlight, we’ll be considering the below:

Growing your practice organically with Catchlight & Redtail

Would you like your prospecting time to be more efficient? Does working smarter to win more of your best-fit clients sound appealing? Come learn how Catchlight is helping independent RIAs scale and grow organically through the use of powerful data and proprietary AI models. We will share best practices for using Catchlight as well as how to send your contacts from Redtail CRM into Catchlight.

Register now for this webinar on August 23 at 10:00 am Pacific.

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Financial Planning

The process of financial planning is intricate; tools you can use to help you dive deeper into the process in order to make the complex projections and calculations you’ll need to perform to recommend a course of action for each of your clients are invaluable.

Financial planning tools are built with purpose and finding the right one for you is going to make a big impact in your practice. Your financial planning software is going to be integral throughout the seven steps of the financial planning process as defined by the CFP Board. The level of integration available between different financial planning software and your CRM varies, but you are likely to find contact sync and easy access to planning documents with many of these integrations, helping to streamline one of the most time-consuming aspects of your operations.

In an August 30 Building Your Tech Stack webinar with fpPathfinder, our topic is:

Navigating Complex Financial Planning Questions with fpPathfinder

Come learn how fpPathfinder is helping advisors be more diligent in their planning processes by using custom white labeled flowcharts, checklists, and summary guides. We will share best practices for using fpPathfinder and its integration with Redtail CRM.

Register now for this webinar on August 30 at 10:00 am Pacific.

 

 

 

BOSTON, April 19, 2022 /BUSINESS WIRE/ (original press release here) — It has never been more important for financial advisors to find new business and connect with people who need a financial advisor’s help. Catchlight Insights LLC’s new AI-powered growth optimization technology helps advisors quickly uncover their best leads. Catchlight’s newly-announced integration with Redtail Technology, a leading provider of client relationship management (CRM) solutions for financial services firms, makes it easy for advisors to understand and prioritize their roster of potential clients.

Created in Fidelity Labs, the software incubator for Fidelity Investments, Catchlight uses institutional data partners and analysis of 100,000+ successful conversions to find the leads who are most likely to need an advisor’s guidance. Catchlight’s analytics let advisors combine information with action. The data engine can also suggest pitches based on turnkey segments, life events, and interests.

Catchlight is available for advisors on an early access basis, with a full launch coming on May 2. Advisors attending the 2022 T3 Advisor Conference, May 2-4 in Dallas, Texas, can experience a first-hand demonstration of Catchlight’s capabilities by visiting Booth 811 in the Exhibit Hall. Advisors can also contact Catchlight to set up one-on-one virtual demos.

Catchlight’s integration with Redtail is designed to seamlessly import an advisor’s leads into Catchlight, saving valuable time, eliminating manual data entry and enabling advisors to quickly interact with the enriched data. Early access users like Tim Gardner of Chatham Retirement Partners have already taken advantage of the integration to invigorate their pipeline of new business.

“As an independent advisor and solo practitioner, marketing dollars and time are precious commodities,” Gardner said. “Catchlight and its Redtail integration help me continually evaluate my list of leads and zero in on the people who fit our target profile. In a matter of seconds, I was able to pull from the data within my CRM and get started with powerful intelligence from Catchlight.”

As Catchlight prepares to launch later this quarter, its developers are building integrations with leading wealthtech providers and platforms. In the future, Catchlight’s connection with Redtail will allow it to export data analysis from Catchlight directly into Redtail’s CRM.

“We chose Redtail as our first integration partner due to their strong adoption in the advisor community, as well as by popular request from our joint users,” said Yelena Melamed, co-founder and head of product at Catchlight. “Redtail understands the success that is possible for advisors and their clients when useful data is at their fingertips.”

“CRM holds and provides the golden source of truth to advisors via their client data,” said Brian McLaughlin, Redtail Technology’s Chief Executive Officer. “Catchlight’s data engine could allow for greater prospecting for advisors and I’m excited to see an analytic, data-driven approach become an essential part of every advisor’s business. I look forward to building on our collaboration with Catchlight in the future.”

About Catchlight

Founded in 2020, Catchlight AI is dedicated to helping advisors be more efficient in their outreach, personalize their approach, and be increasingly effective in converting leads to new clients. Through rich data intelligence and proprietary AI powered insights for sales and marketing, Catchlight pinpoints an advisor’s best opportunities. Catchlight helps advisors quickly identify which leads to pitch and how to best engage them. For more information, visit www.catchlight.ai or email at sales@catchlight.ai. © 2022 Catchlight Insights LLC. All rights reserved.

About Redtail Technology

Founded in 2003, Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), compliant text messaging solutions (Redtail Speak), paperless office, and email archiving solutions in the financial services industry. The company is dedicated to helping advisors efficiently grow their firms by providing them with the core technologies that drive their day-to-day operations, offering low cost and easy to implement applications and integrating with many of the industry’s most widely used applications. As a pioneer in the financial technology industry, Redtail is committed to providing advisors exceptional customer service and strives to contribute in meaningful ways to its local communities in California, Arizona, and Georgia. For more information, visit www.redtailtechnology.com.

Contacts

Mark Grandstaff
Gregory FCA for Catchlight Insights LLC.
catchlight@gregoryfca.com
610.228.2142

Jimmy Moock
StreetCred for Redtail Technology
redtail@streetcredpr.com
610-304-4570

Catchlight: Use the power of AI to strategically grow your practice

ABOUT Catchlight “Catchlight AI is dedicated to helping advisors be more efficient in their outreach, personalize their approach, and be increasingly effective in converting leads to new clients. Through rich data intelligence and proprietary AI powered insights for sales and marketing, Catchlight pinpoints an advisors’ best opportunities. Catchlight helps advisors quickly identify which leads to pitch and how to best engage them.“

WHAT ARE THE INTEGRATION POINTS BETWEEN CATCHLIGHT AND REDTAIL CRM? 

The integration between these two platforms enables advisors to easily import their leads and clients from Redtail to Catchlight.

DETAILS ON INTEGRATION SETUP AND USAGE Redtail’s documentation on this new integration is available here.