Catchlight Agreement

Catchlight is an AI-powered lead intelligence tool built into Trailmap at no additional cost. It’s designed specifically for financial advisors and wealth management firms to help you identify, prioritize, and connect with the right prospects—faster and more effectively.

Catchlight combines data enrichment, predictive scoring, and engagement insights so you can focus on high-value opportunities instead of spending hours researching and guessing who to contact next. It brings clarity and efficiency to your prospecting process.

Catchlight is already integrated into your Trailmap account and available to your team at no extra cost as part of your Steep partnership.

To keep Catchlight activated, each user in your office must sign the Catchlight agreement. This ensures proper access, compliance, and continued use of the platform.

The agreement is shared directly with your team via DocuSign for a fast and secure signing experience.

Once all users have signed, Catchlight will remain fully active in your Trailmap account, allowing your team to continue leveraging AI-driven insights without interruption.

If all required users have not signed the agreement, access to Catchlight may be limited or paused until completion.

Click the link below to review and sign the agreement. It only takes a few moments to complete and ensures your team can continue using Catchlight seamlessly.