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 isn't working anymore. FINNY is solving this problem by taking the guesswork out of prospecting and allowing wealth managers to focus on what they do best - building relationships."
Read FINNY Reviews, Testimonials & Customer References from 5 real FINNY customers.
FeaturedCustomers has 1,839,185+ validated customer references
including reviews, case studies, success stories, customer stories,
testimonials and customer videos that will help you make better
software purchasing decisions.