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 139 reference ratings
4.8/5.0 (139)

5Testimonials

  • "I'm excited to work with Finny as it takes on one of the most existential challenges in wealth management --organic growth -- with modern AI tools and "big data" methods more classically mastered by consumer industries."

    Caitlyn Driehorst CEO
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