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.
