Growth is the number one priority for all Financial Advisors. However, the organic growth process is highly inefficient and full of noise. Advisors often waste hours building prospect lists by aggregating information across horizontal solutions like Linkedin, ZoomInfo, Pitchbook, qualifying these leads, setting up meetings, and spending time on unqualified prospects. Advisors spend an average of 58 hours on business development for every 1 new client converted, and have <1% conversion rates. Due to the time-intensive nature of organic growth, advisors often turn to inorganic avenues for growing, via M&A, despite those being far less capital efficient. At FINNY, we are certain we can do better with AI. With our tool, advisors can: Identify prospects within their target niche, aggregating thousands of data points per lead Prioritize prospects based on their predicted likelihood of converting, a score unique to each advisor and prospect pair Automate the outreach and meeting scheduling with their high priority prospects In short, FINNY is the one-stop shop for advisors when growing their book of business, starting by solving prospecting. FINNY launched paid pilots in May to select RIAs, and our waitlist grew to 30 firms in under one month.
Finny AI offers flexible pricing plans tailored to meet the needs of financial advisors at different stages of their growth journey. Contact us for detailed pricing information and to find the plan that best suits your needs.
Finny AI is powered by a dedicated team committed to helping financial advisors grow their business organically. Our team leverages cutting-edge AI technology to provide personalized and effective prospecting solutions, ensuring you spend more time with your ideal clients and less time searching for them.
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