Turn Prospect Intelligence Into Competitive Advantage: 3 Proven Workflows to Help Win More Clients in 2025

The competition for quality leads is fierce.
Catchlight's 2025 Annual Report reveals that 68% of advisors are now competing for the same leads—a sharp increase from just 47% in 2022. In this increasingly crowded landscape, generic marketing approaches simply don’t cut it anymore.

The firms that are winning aren’t just getting more leads—they’re getting smarter about how they prioritize, personalize, and nurture them.

Research shows that 78% of buyers purchase from the first responder, making speed-to-lead critical. But speed without relevance falls flat. That’s why the fastest-growing firms are leveraging data to deliver personalized experiences at scale.

In this actionable webinar, you’ll discover:

• How to combine enriched prospect data with automation
• Real-world workflows used by top-performing firms
• How Catchlight + Snappy Kraken work together to help you compete—and win

🗓️ Save your seat today and learn how to unlock your firm's next level of growth through smarter data and scalable personalization.