Top Tweets for #BuiltInLabs
We are thrilled and humbled to win the Marketing Automation #Wealthies Award from @wealth_mgmt! Proud of the hard work from our entire Catchlight team, and so thankful for our customers who push us everyday in their drive for growth #BuiltInLabs #Wealthies #WealthManagement
Looking forward to being in NYC for the @wealth_mgmt 'Wealthie' awards in a few weeks! Excited to see friends from across the industry as we celebrate our collective success #BuiltInLabs #Catchlight #Wealthies #WealthManagement #FinancialAdvisors #AI
Congrats to our very own Carmen Wu for winning a Q2 Women in Tech Excellence Award.
"Carmen Wu epitomizes an excellent technologist through technology expertise, communication skills and leadership prowess..." Way to go, Carmen!
#BuiltInLabs #Catchlight #Spotlight #WomenInTech
Trying to think of a great email to send your top prospects? Catchlight may be able to help. We just released a new feature – AI generated prospect emails!
Not a subscriber and want to check it out? Get a 1:1 demo: https://t.co/zBWJdsu74X
#BuiltInLabs #AI #Catchlight
Our new Financial Advisor Benchmarking Statistics on Prospecting Study is out! See data on competition for leads, untapped marketing methods, time spent researching leads and more: https://t.co/wiTeFbmRZB
#BuiltInLabs #Catchlight #Whitepaper #FinancialAdvisors #AI
In the 2nd installment of our two-part series “8 Financial Advisor Marketing Strategies for Growth,” explore 4 effective digital marketing tactics that all RIAs can implement into their lead-scoring strategies, such as social media: https://t.co/ks5Zv6paLm
#builtinLabs
From the team at Catchlight, warmest wishes for a joyous holiday season and a Happy New Year!
#BuiltInLabs #HappyHolidays #Catchlight
Lots to celebrate Catchlight – record sales, new team members, launch with Wealthbox. Great to be together in person at the office! That awesome cake is the homemade work of Jon Palmer!
#builtinlabs #Catchlight #dreamteam
Here’s a replay of our CEO @WilburSwan on a great panel “Technology to Modernize & Scale the Advisor Experience“ @FurtureProofAC ‘22 with @JustinLMack. Looking forward to FutureProof ‘23.
https://t.co/UAyT9Aa6CQ
#builtinlabs #Catchlight #FutureProof
Happy Thanksgiving – from the Catchlight family to you and yours.
#builtinlabs #catchlight #happythanksgiving
ICYMI: a nice write up from @wealthmanageent on our integration with @FMG
https://t.co/KkWsBCaNOK
#builtinlabs #fintechintegrations #datadriven #RIAgrowth
ICYMI: A few weeks ago, we joined our friends at @redtail to talk about how Redtail and Catchlight work together to help Financial Advisors drive growth. Check it out: https://t.co/JlgEw9xtwm
#RIA #CRM #BuiltInLabs #FinancialAdvisors #RIAGrowth
Headed to @FutureProofAC? Be sure to check out the Ocean Stage @ 9:50 am on Wednesday to get some insight from our very own Wilbur Swan when he shares his views on how Advisors can leverage tech to modernize and scale their businesses.
#builtinlabs #riagrowth #futureproof
Webinar reminder: We are excited to join our friends at Redtail Technology to talk about how Redtail and Catchlight work together to help #FinancialAdvisors drive growth. Tomorrow at 1pm ET.
Register here:
https://t.co/tbWoggx8CK
#RIA #CRM #BuiltInLabs #RIAGrowth
Financial advisors: need help discovering your prospecting sweet spots? Read on.
https://t.co/WBDwcLBxz6
#builtinlabs #RIAs #financialadvisors #prospecting
Major life events present #financialadvisors with the opportunity to deliver timely and trusted support. See our thoughts on how to add value in our latest post. How Advisors Can Add Value When It Counts:
Key Life Events https://t.co/rcvoTTEjXA
#builtinlabs #RIAs #lifeeventadvice
We sat down with @craigiskowitz to show him how advisors can transform unorganized lists of leads into data-enriched roadmaps for growth. Listen: https://t.co/UFBGat2Fps
#builtinlabs #advisorgrowth #RIAs #leadgen
🚨Webinar alert: We are excited to join our friends at @RedtailCRM to talk about how Redtail and Catchlight work together to help #FinancialAdvisors drive growth. Aug 23, 1pm est.
Register here: https://t.co/hHTrxrE78b
#RIA #CRM #BuiltInLabs #RIAGrowth
Congrats to all the firms that made the Financial Advisor 50 Fastest Growing RIAs list for ‘22. Proud to see some of our clients on the list. Humbled to be a part of their growth plans.
#RIA #RIAGrowth #BuiltInLabs #Advisors
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