FINNY With a proprietary database of millions of records, They help advisors identify prospects who match their search criteria. Then, they prioritize prospects based on their predicted likelihood of conversion, unique to each prospect and advisor pair. Then, they prioritize prospects based on their predicted likelihood of conversion, unique to each prospect and advisor pair.
"I'm excited to work with Finny as it takes on one of the most existential challenges in wealth management --organic growth -- with modern AI tools and "big data" methods …
"Let's face it, the traditional prospecting processes are time-consuming, manual, and often yield limited success. The age-old approach of casting a wide net and hoping for a few conversions just …
"I am excited about Finny because I think it will provide our partner firms with a new, unique channel for client acquisition that will accelerate growth."
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