FINNY AIUsing ML to supercharge organic growth for Financial Advisors

Finny AI - Your AI-Native Prospecting Agent

Revolutionize Your Prospecting

Key Features

• Identification: Utilize a proprietary database of millions of records to identify prospects matching your criteria.
• Prioritization: Score prospects based on their likelihood of conversion with our unique F-score.
• Outreach: Automate hyper-targeted prospect outreach, tailored to each advisor-prospect pair.

Use Cases

• Recently Liquidated: Target individuals involved in capital raises and business sales.
• Recently Retired: Connect with millions of Americans reaching retirement age annually.
• Recently Married: Reach out to the 2 million Americans getting married each year.
• Recently Separated: Engage with the 700 thousand Americans experiencing separation annually.
• Recently Changed Jobs: Identify the 600 thousand Americans changing jobs each year.
• Recently Moved: Prospect among the 30 million Americans moving to new cities annually.

Pricing

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.

Teams

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.