Related Products
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About
Spend less time prospecting and win more of your best-fit clients. Powerful insights to highlight your best leads. Understand your funnel with clarity and prioritize relevant leads that match your best-fit clients. The right approach at the right time. Target your leads with personalized engagement instead of generic outreach that doesn't resonate. Use your time wisely, confidently engage with your best opportunities and pursue the leads that can make the biggest difference to your practice. In addition to lead conversion insight, Catchlight is fueled by information about how individual leads and clients interact with a variety of engagement models and products. Catchlight is based on a rich data foundation, with a data set of over 80,000 lead conversions and growing, Catchlight's predictive engine is based on analysis of real-world outcomes from advice professionals. Lead optimization built for financial advisors.
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About
Project Leaders can make their teams more efficient by empowering them to work the way they're wired. yüMIvü dynamically updates its Collaboration Insights when team makeup changes, so coaching is always relevant to your unique group. Use the profile builder to learn how you think and what you prioritize. Once you know about your own wiring, you can start sharing and comparing with others. A one-to-one comparison with another person gives you insight into how to best contribute to a team and send your personal and career development soaring. Adjust your natural approach to communicate in a way that resonates with others’ preferences and motivators. Understand what needs to be added to your approach to share and receive information in a way that resonates with everyone on your team. When members of your group change, so do the insights – refreshing to reflect the individuality of each person.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Financial advisors searching for an AI solution designed to strategically grow their practice
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Audience
Businesses looking for a social sharing platform to make their team more efficient
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
$12 per month
Free Version
Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationCatchlight
United States
catchlight.ai/
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Company InformationyüMIvü
Founded: 2021
United States
yumivu.com
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Categories |
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Integrations
No info available.
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Integrations
No info available.
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