With a proprietary database of millions of records, we help advisors identify prospects who match their search criteria.
Then, we prioritize prospects based on our predicted likelihood of conversion, unique to each prospect and advisor pair.
Lastly, we allow advisors to put hyper-targeted prospect outreach on autopilot with us.
Billions of dollars in capital raises and business sales each year.
Millions of Americans reach retirement age each year.
2 million Americans get married each year.
700 thousand Americans are separated each year.
600 thousand Americans change jobs each year.
30 million Americans move to a new city each year.
On FINNY, advisors can run limitless searches to identify prospects from our millions of records, based on criteria that are matter to them.
Advisors can also browse through hundreds of recommended prospects, who match the profile of their existing clients.
The resulting prospects are displayed and scored based on likelihood of converting - or, as we like to call it, "F-score", FINNY's secret sauce.
The F-score is unique to each advisor-prospect pair, and it ensures our prospect recommendations are highly personalized to each advisor.
By up-ranking or down-ranking prospects, advisors help us further improve our results.
Depending on each advisor's preferences, FINNY can take on as much or as little of the outreach process as desired.
At a minimum, FINNY produces an outreach message specific to a prospect-advisor pair, highlighting the advisor's value proposition and commonalities with the prospect.
For those who want to never have to think about outreach, FINNY can reach out to prospects on their behalf through multiple channels, send follow-ups, and only notify them of interested replies.
Forget about repurposing generic tools for prospecting. Organic growth deserves its own, bespoke solution.
The future of outreach lies with warm outbound engines that allow for personalized and hyper-targeted messages.
Prospecting needs a solution that's always "on".
Don't wait for one to IPO to message them. Rather, catch them right as the thought of finding an advisor crosses their mind.
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