New features make FINNY the only platform purpose-built for multi-channel prospecting in wealth management, giving advisors tools to personalize and scale their outreach with ease

NEW YORK – August 6th, 2025 – FINNY AI Inc. (“FINNY”), the AI-powered prospecting and marketing platform built specifically for financial advisors, today announced the launch of Multi-Channel Campaigns, a powerful new capability that allows advisors to build fully automated, multi-channel outreach sequences in minutes. This prospecting feature combines LinkedIn Actions, AI-generated voicemails, personalized emails and handwritten direct mail into a single, fully personalized outreach campaign designed for effective lead conversion.

Within Multi-Channel Campaigns, FINNY is introducing LinkedIn Actions, a new capability that enables advisors to schedule LinkedIn tasks such as connection requests and direct messages directly within the FINNY platform. These actions are fully automated and can be customized to reflect the advisor’s tone and messaging. Advisors may also integrate LinkedIn Actions with other outreach formats – including AI-powered voicemails, emails and handwritten mail – to execute a cohesive, end-to-end prospecting campaign.

“Personalized, multi-channel outreach is becoming table stakes to stand out in a crowded, outbound world. Advisors who embrace it are seeing stronger engagement and better conversion than those still relying on email alone, Advisors need smart, persistent outreach across multiple touchpoints without the inefficiency of switching between tools. That’s where Multi-Channel Campaigns and LinkedIn Actions come in, enabling seamless, high-conversion prospecting within FINNY’s purpose-built platform.” - Eden Ovadia, co-founder and CEO

Powered by FINNY’s advanced data intelligence and automation, Multi-Channel Campaigns and LinkedIn Actions enable advisors to engage with the right prospects across multiple channels without the friction of managing each step manually. By automating a previously fragmented and time-intensive process, FINNY allows advisors to significantly reduce the time spent on prospecting each week. In turn, they benefit from greater visibility through consistent outreach, stronger engagement as familiarity builds across multiple touchpoints and more effective communication by reaching prospects through their preferred channels — whether LinkedIn, email or direct mail.

“The future of prospecting is multi-touch, multi-channel and hyper-personalized, and LinkedIn will play a key role in that, Multi-Channel Campaigns and LinkedIn Actions will level the playing field for advisors of all sizes, allowing solo practitioners and lean teams to operate with the scale and sophistication of a fully staffed marketing department.” - Victoria Toli, co-founder and president.

Multi-Channel Campaigns and LinkedIn Actions mark the latest evolution of FINNY’s technology, designed to meet the changing prospecting and marketing needs of financial advisors. These features build on recent innovations such as Intent Search – which uses 1.8 billion proprietary intent signals to help advisors identify and engage high-potential prospects – along with Prospect Enrichment and AI-powered voicemails. Together, these tools reinforce FINNY’s position as the go-to prospecting platform for advisors seeking efficient, scalable growth.