FINNY

Don't have WebCatalog Desktop installed? Download WebCatalog Desktop.

FINNY is an AI-powered tool that helps financial advisors find and prioritize prospects, automate outreach, and improve client acquisition efficiency.

Desktop App for Mac, Windows (PC)

Use FINNY in a dedicated, distraction-free window with WebCatalog Desktop for macOS and Windows. Improve your productivity with faster app switching and smoother multitasking. Easily manage and switch between multiple accounts without using multiple browsers.

Run apps in distraction-free windows with many enhancements.
Manage and switch between multiple accounts and apps easily without switching browsers.

Download WebCatalog Desktop

FINNY is an AI-powered prospecting tool designed to enhance the efficiency of financial advisors and professionals. It primarily focuses on identifying and prioritizing potential clients, creating personalized outreach messages, and automating follow-up communications. This approach aims to improve response rates from cold outreach efforts, which are often challenging in the financial services sector.

Key features of FINNY include its ability to analyze data and generate targeted, automated messages tailored to specific prospects. This functionality helps streamline the prospecting process, allowing advisors to focus more on high-value tasks such as client engagement and portfolio management. By leveraging AI technology, FINNY seeks to optimize the initial stages of client acquisition, potentially increasing the effectiveness of outreach efforts and reducing the time spent on manual communication.

The app's capabilities align with broader trends in fintech and advisor technology, where AI-driven solutions are increasingly used to enhance operational efficiency and client interaction. By integrating AI into prospecting workflows, FINNY offers a modern approach to managing and expanding client bases, making it a valuable tool for financial professionals seeking to leverage technology in their business strategies.

This description was generated by AI (artificial intelligence). AI can make mistakes. Check important info.

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.

Website: finnyai.com

Disclaimer: WebCatalog is not affiliated, associated, authorized, endorsed by or in any way officially connected to FINNY. All product names, logos, and brands are property of their respective owners.

FINNY

You Might Also Like