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.
"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 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 …
"I’ve spent my career helping advisors forge deep connections with prospects so they are the only option in their minds, but FINNY solves the problem of finding ideal prospects at …
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