Recently
Liquidated
200 thousand small business are sold every year.
Recently
Married
2 million Americans
get married each year.
Recently
Changed jobs
600 thousand Americans change
jobs each year.
Recently
Retired
4 million of Americans reach retirement
age each year.
Recently
Separated
700 thousand Americans are separated each year.
Recently
Moved
30 million Americans move to a new city
each year.
Expert types
Enterprise Partners specialize in working with larger advisory firms and institutions.
Enterprise Partners specialize in working with larger advisory firms and institutions.
Enterprise Partners specialize in working with larger advisory firms and institutions.
Areas of expertise
Picking a niche & value proposition
Creating marketing materials
Developing a clear messaging strategy
Online presence
Custom websites
Content creation & writing
Social media content
Search Engine Optimization (SEO)
Email marketing
Cold calling
Webinars
Running end-to-end campaigns (e.g., email, Linkedin, direct mail)
STEP 1
Once an advisor onboards on our platform, FINNY is able to identify prospects within their target niche. We do that by aggregating thousands of data points per lead and constantly monitoring life events and liquidation events that serve as catalysts for a given prospect.
On FINNY, advisors can run limitless searches on their own or browse through hundreds of prospects, recommended specifically for them.
STEP 2
We prioritize prospects based on their predicted likelihood of converting, a score unique to each advisor and prospect pair referred to as F-Score
F-Score
83
Short for FINNY score
This acts much like a compatibility score in a dating app’s algorithm, reflecting - amongst other things - a prospect’s similarity to the advisor’s existing clients, similarity to the advisor themselves, as well as likelihood to need an advisor at that given moment in time.
STEP 3
For those advisors who choose to do so, we take the outreach off their plate.
FINNY selects the optimal channel for the specific prospect, handles follow-ups, and notifies advisors once a meeting is booked with an interested prospect.
Do you want to maintain complete control?
Totally fine by us. FINNY will simply produce a hyper-personalized outreach message for each prospect - a product of what would have otherwise been hours of research - and leave the rest to you.
As seen in
Demo Drop Presenter
Future Proof Festival — the largest annual marketplace for fintech and wealth management decision-makers.
