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 meaningful to them.
They can also access their previous searches and saved profiles.
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.
For each prospect, FINNY produces a curated outreach message highlighting the advisor's shared experience with the prospect as well as their unique offerings.
Advisors can easily keep track of their prospect communications and put those on auto-pilot if they wish, letting our automation take care of any follow-ups.
Forget about repurposing generic tools for prospecting. Organic growth deserves its own, bespoke solution.
.png)
The future of outreach lies with warm outbound engines that allow for personalized and hyper-targeted messages.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique.
Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat.
Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
