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 love that Finny leverages AI and data to address the key challenge for financial advisors: driving growth in a post-cold-calling world. It identifies prospects most likely to connect with a specific advisor based on their unique background and handles the pre-work to create a warm connection."


Read FINNY Reviews, Testimonials & Customer References from 5 real FINNY customers.