Financial Seminar Services × Catchlight
Now Available

Know Your Prospects
Before You Meet Them

AI-powered prospect intelligence,
now integrated directly into your seminar platform.

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High Net Worth Income $250K–$500K · Assets $1M–$3.5M
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You walk into a room full of strangers. Forty people you've never met. Some are curious. Some are skeptical. And a few of them, maybe three, maybe five, are exactly the kind of client who could change your quarter. The problem? You have no idea which ones.

What if you already knew?
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Data Points
0+
Persona Types
0
Signal Dimensions
0
Time to Brief
<60s
What You'll See

Here's what shows up on every enriched prospect.

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Prospect Score
Enrichment Feature

Prospect Score

Every registrant gets a composite score from 0 to 100, built from financial signals, life events, and engagement data. Higher scores mean higher potential, so you know where to focus before you walk into the room.

Investable Asset Tier
Ultra High Net Worth $3.5M+
High Net Worth $1M–$3.5M
Affluent $500K–$1M
Mass Affluent $250K–$500K
Middle Market $100K–$250K
Mass Market <$100K
Enrichment Feature

Wealth & Income

See estimated investable asset tiers and household income ranges. Know whether you're sitting down with mass market or ultra high net worth before you shake hands.

Enrichment Feature

Prospect Persona

Behavioral archetypes tell you how to approach each prospect. The Investor wants data. The Connector wants relationships. The Strategist wants a plan. Know your angle before the conversation starts.

AI Summary
Enrichment Feature

AI Briefing

A natural-language briefing that pulls it all together: talking points, financial signals, and life events at a glance. Your pre-meeting cheat sheet, generated automatically for every registrant.

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What You Get
Deep intelligence across nine signal categories
Wealth
Investable asset tiers, wealth segments, home value ranges, and income brackets.
Mass AffluentHigh Net Worth$1M–$3.5MHome Value
Demographics
Age range, household composition, children and grandchildren indicators, and occupation.
Age 61–65Children in HomeGrandchildrenWhite Collar
Characteristics
Key trait classifications based on career, education, income, and retirement proximity.
ProfessionalHighly EducatedPre-RetireeHENRYRetired
Eligibility Milestones
Age-triggered financial milestones: Social Security, Medicare, catch-up contributions, early withdrawals.
Retirement AccountsCatch-up ContributionsSocial SecurityMedicare
Recent Life Events
Detected household transitions signaling financial planning urgency or opportunity.
1–2 Yrs from RetirementNew Home PurchaseCompany StockJob Change
Professional
Current employer, company size, job level, alma mater, and recent career changes.
CXOOwnerDirectorPartnerSenior
Financial Interests
Detected financial planning signals and philanthropic engagement indicators.
Career DevelopmentCharitable Giving
Interests & Hobbies
34 trackable interest categories from travel and sports to cooking, wine, and outdoor activities.
TravelGolfWineCookingBoatingReading
Family & Social
Social capital score, LinkedIn and Facebook presence, charitable giving, and family connections.
Social CapitalLinkedInFacebookCharitable
Try It
A real Facebook registrant just signed up. What do you know?

A narrative interpretation of the enrichment signals, organized into five sections your advisor can read in under a minute before walking into the conversation.

Facebook Lead
New Registrant
Registered for a seminar
Prospect Score—
Wealth Tier—
Income—
Age—
Life Events—
Occupation—
Interests—
Social Profiles—
What do you really know about this prospect?
Enriching profile…
All Signals Auto-detected persona data 0 Total
Wealth
Investable Assets$1.0M – $3.5M
Income Range$250K – $500K
Home Value$1M – $2M
Demographics
Age61 – 65
Characteristics
Professional Pre-Retiree Highly Educated
Recent Life Events
Received Company Stock New Home Purchase
Professional
OccupationTechnology
Job LevelCXO
Company Size1,001 – 5,000
Interests & Hobbies
Golf Travel Wine Reading Technology Fishing
Contact Info
Emailr.martin@email.com
Phone(713) 555-0142
LocationHouston, TX
Est. Lifetime Revenue $0
Match Confidence Excellent

Simulated data for illustrative purposes only. Scores, revenue projections, and enrichment details are hypothetical and do not reflect actual results. Projected revenue represents estimated lifetime advisory value. Actual outcomes vary based on individual factors.

Three Steps

Simple Setup. Automatic From There.

You Authorize
Sign the Catchlight data agreement. Takes about two minutes.
We Activate
Once Catchlight approves your agreement (1–4 business days), we enable enrichment on your account.
Prospects Are Profiled
Future valid contacts are automatically enriched. Data appears on your meeting roster and reservation page.
Catchlight authorization can require up to 4 business days. Enrichment requires at least two valid forms of contact information (email, phone, or mailing address).
Ready to get started?

Stop guessing. Start knowing.

Reach out to your FSS account executive to get set up.
It takes one signature and a few minutes.

or call us directly 800-508-5831
Let's connect

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