FINNY
The AI growth officer for financial advisors
FINNY is a marketing and prospecting platform for financial advisors that helps identify potential clients through life-event and intent signals, score them for likelihood to convert, and manage outreach and follow-up. It addresses the challenge of finding and reaching the right prospects while building a consistent brand presence.
Key features include prospect search with filters, enrichment, smart multi-channel campaigns, a CRM-lite prospect hub, website visitor identification, and an AI agent that plans and runs campaigns. It offers compliance-oriented approval workflows, CRM integration, and admin tools for teams. FINNY is available for individual advisors and teams, with a free plan and a trial option.
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