详细内容

The organic growth engine for financial advisors.

From “hello” to close, our automated prospecting platform guides financial advisors every step of the way.

As a financial advisor, your world is built on trust. But finding new clients and cultivating that trust often feels like a guessing game. You spend countless hours chasing leads only to find they aren’t a good fit.

We get it.

We created FINNY to give advisors a smarter way to grow their business organically, by helping you connect with the right prospects at the right time.

FINNY empowers you to focus on what matters most: building genuine relationships and delivering exceptional service.

Our Story

AI-powered lead generation.

We combine AI and our proprietary algorithm to accelerate and scale your prospecting workflow.

Our system goes beyond simple data scraping.

Using advanced AI machine learning to analyze millions of data points, FINNY doesn’t just list names, it uncovers prospects whose needs align with what you do best—those with the highest likelihood to convert.

And by automating the time-consuming lead generation process, you’re free to focus on what you do best.

Catch money in motion.

Timing is everything. We track major life events for every prospect profile and help identify when a prospect is most likely to convert.

When people are experiencing a change that requires a new financial plan—that’s money in motion.

FINNY captures these prospects at the perfect time, whether its due to buying a new home, changing a job, receiving an inheritance, or retiring.

This allows you to pinpoint the perfect moment to reach out and close deals.

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FINNY SCORE

The best prospects, sorted and ranked for you.

Finding clients shouldn’t be a guessing game. Every prospect is assigned a FINNY Score (F-Score for short) that shows at a glance their likelihood to convert, so you can focus your time and effort where it matters most.

A powerful and constantly updating database.

Search millions of prospects and narrow by thousands of criteria, including interests, education, job titles, major life events, and more.

A precise, deeply detailed database that delivers high-quality prospects.

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Accelerate your outreach and engagement.

Scale your outreach with ease.

Spend less time on manual work. Our advanced AI agent can handle all aspects of outreach, from prospect research, content generation, optimal channel selection, and sequencing.

Prospecting takes minutes, not hours.

You stay in control of the message, while FINNY takes care of the heavy lifting. Scaling your outreach should feel seamless, not draining.

How does FINNY work for you?

Sit back and relax as FINNY finds prospects.

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We identify prospects within your target niche.

We aggregate thousands of data points and continuously monitor millions of prospects to uncover timely financial opportunities.

We prioritize prospects based on their predicted likelihood of converting.

FINNY evaluates each prospect’s similarity to your current clients and their likelihood of needing your services, assigning an F-Score that predicts their conversion potential.

We help you help you reach out to prospects.

FINNY chooses the best outreach channel for each prospect, manages follow-ups, and alerts you the moment a meeting is booked.

Prefer to maintain control? No problem—FINNY can generate a fully personalized outreach message, based on hours of research, and leave the sending to you.