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