Big Data
We gather hundreds of millions of data points in order to perform advanced analytics to identify the highest propensity prospects.
Money in motion creates opportunity
Our motto is "Catalysts Cause Change". As Advisors ourselves, we noticed that often a new client came through the door following a catalyst event that caused them to need our services. We created Catalyze AI to identify these individuals top of funnel, to help build our book of business and help provide fantastic advice and service to our local community.
Harness the power of 400 million data points to reach your highest converting target market
Increase your marketing dollars ROI
A top of funnel marketing solution to fill your prospect pipeline
Why people choose a new advisor?
42
%
Catalyst event
32
%
Drawn to new institution
26
%
Issue at previous firm
Catalysts cause Change
Catalyst events are the main reason investors choose a new Financial Advisor.
McKinsey – Affluent Consumer Insights Survey (ACIS) 2014
McKinsey – The Future of Advice – Dec 8, 2014
Event-Driven
We leverage real-time event triggers to predict buying cycles of consumers, providing our users with prospects who would benefit from their services.
Artifical Intelligence
Our AI takes in hundreds of millions of data points to increase conversation rates for our users.
Predictive Analytics
Our predictive analytics utilizes a combination of event-driven data, historical data, behavioral analytics, and real-time data to predict a customer’s propensity to use a service.
$68
Trillion of wealth will be passed down in the next 25 years
Our Platform
Exclusive
200 exclusive prospects pushed to your platform monthly.
In your backyard
Radius based leads within 50-miles from you, prioritizing those closer to you.
High net worth
Average investable assets of $1.5 million.
High propensity
Our combination of event-driven data, historical data, behavioral analytics, and real-time data results in the highest propensity prospects.
How to get started?
1
Provide your information
Give us some details on yourself and your firm.
2
Select your location
Provide a zip code and we will provide you with the highest propensity prospects in a 50 mile radius.
3
Purchase your subscription
On the check out page you can select the products and quantity of leads you would like per month.
4
Access your dashboard
You have immediate access to your dasboard and your leads. From here you can easily track, manage, and export your exclusive leads.
Trusted by:
See what our users say
“Catalyze AI is the best direct contact list for high net worth prospects that just had a life changing event, bar none.“
“We’re excited to see the response rate we’re achieving with Catalyze prospects. The monthly prospect lists contain an impressive amount of correct email addresses and phone numbers for the prospects compared to other lead generation platforms our company has tried.“
