Catchlight℠ Integration for Salesforce

Catchlight, incubated in Fidelity Labs, is dedicated to helping advice professionals 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 quickly identify which leads to pitch and how to best engage them.

The Catchlight® Integration for Salesforce allows you seamlessly enrich your contacts with insights, like the Catchlight Score™, investable assets, and life events to save time and deliver a more streamlined experience for your business growth.