Last updated April 13, 2026 · By Quiet Machines
Catchlight is the best-known AI lead-scoring platform in wealth — their model is trained on over 100,000 investor-to-advisor conversions and is genuinely good at predicting which inbound lead will close. If you have a high volume of inbound leads and your only question is which ones deserve time, start with Catchlight. This page is for firms whose lead problem is bigger than scoring.
Book a demo →Catchlight gathers up to 2,000 data points on each lead and scores them against a proprietary ML model trained on 100K+ investor/advisor conversions. Their best customers are firms with real inbound volume — RIAs paying for SmartAsset, WiserAdvisor, or running active marketing — who need to triage. As a data-science product it's excellent.
Quiet Machines installs a Lead Scorer workflow as part of a 3-day on-site residency alongside six other workflows. Our lead scorer is trained on your firm's historical close patterns, not a generic model — and it's wired to the Touch Point Engine that actually follows up with the high-score leads. If Catchlight is a prediction, we're a prediction plus the system that acts on it.
| Catchlight | Quiet Machines | |
|---|---|---|
| Category | Lead-scoring SaaS | On-site AI installation |
| Primary job | Predict which inbound leads convert | Install workflows, including a custom lead scorer |
| Model | Proprietary model trained on 100K+ conversions | Scored against your firm's historical close patterns |
| What it does after scoring | Nothing — hands you the score | Routes to Touch Point Engine for automated follow-up |
| Works with Catchlight? | It is Catchlight | Yes — we can wire Catchlight in if you already use it |
| Pricing | Enterprise, typically annual | $50,000 flat for the full residency + 8 months |
| Covers meetings | No | Yes |
| Covers compliance | No | Yes |
| Covers content | No | Yes |
| Firms who need high inbound volume to justify it | Yes | No — we work for firms without a flood of leads |
Not for the firms Catchlight is built for. If you have hundreds of inbound leads a month, Catchlight's ML model is better than anything we'd build in three days. We replace Catchlight for smaller firms where the scoring problem doesn't need an enterprise platform.
Yes — and several of our clients do. Catchlight scores inbound; our Touch Point Engine runs the follow-up; our Client Brain remembers everything. They're complementary.
Then Catchlight is likely overkill and our lightweight Lead Scorer workflow (plus the Touch Point Engine that acts on it) is probably a better fit.
Yes. Day 1 of the residency is, in part, pulling your historical close and loss patterns out of the CRM so the Lead Scorer workflow is calibrated to your actual firm.
When the firm only needs the one capability Catchlight provides and doesn't want a broader installed system. If your only gap is meeting-note capture, Jump or Zocks is faster to deploy than a full QM install. If you have six gaps, an installed system pays back faster.
Yes, and many of our clients do. We're tool-agnostic — we'll wire Catchlight into the broader stack if you already pay for it. The workflows don't replace point tools; they connect and orchestrate them.
You don't switch — you add. Keep Catchlight running while we install. After 60 days, decide whether Catchlight is still earning its monthly fee. Most firms keep it for the workflow it's best at and let QM handle the rest.
Quiet Machines: $50,000 install + ~$2,500/mo optional retainer = $80,000 over 24 months. Catchlight's typical SaaS pricing in this category runs $300-1,500/mo per seat, so a 5-seat firm is at $36K-180K over the same window. Apples to oranges — different scope — but the math is comparable.
We run a free Digital Visibility & AI-Readiness Audit on your firm. You'll see exactly where you stand — and whether a tool, a team, or a residency is the right next step.
Book a demo →