Read 5 FINNY reviews and testimonials from customers, explore case studies and customer success stories, and watch customer videos to see why companies chose FINNY as their undefined

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.

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Customer Rating Review Scorebased on 198 reference ratings
4.8/5.0 (198)

5Testimonials

  • "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 scale. I'm excited about FINNY because in the hands of a well-trained advisor, this isn’t a tool, it’s a game-changer."

    Joshua WilsonFounder
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