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A Strategic Partnership for Growth
We’re excited to announce an exclusive partnership between Osaic and FINNY. This collaboration brings cutting-edge prospecting technology with tailored support and special benefits exclusively available to Osaic advisors.
FINNY enables financial advisors to grow at a 4x rate relative to industry benchmarks. We do that by delivering a suite of products that help advisors target the right prospects, at the right time, with the right message — amplify their impact, in a scalable and time-efficient way.
As an Osaic advisor, you’ll receive exclusive perks, dedicated onboarding, and ongoing support to maximize your success.
Osaic Advisor Benefits
White Glove Implementation
Our dedicated onboarding specialists guides you through every step of setup and customization.
Collaborative creation and refinement of advisor profiles (ICP, messaging guidance, positioning).
Activation & Support
Receive ongoing support from a dedicated FINNY specialist.
Personalized coaching calls to refine your approach and maximize platform results.
Dedicated Osaic inbox.
Optimization & Scale
Ongoing coaching to improve advisor outreach quality and consistency.
Feature request priority & influence over strategic roadmap.
Firm-wide consistency & compliance alignment.
Real Innovation, Real Impact
Pricing: Simple, Transparent, Unlimited
$500 per user/month unlocks:
Unlimited Leads
Access prospects through Search and Recommended Feed, with no restrictions.
Unlimited Website Visitor Tracking
Identify and engage every visitor — turn anonymous traffic into actionable opportunities.
Unlimited Prospect Uploads
Easily import and manage all your contact lists, no matter the size.
Hands-on Onboarding & Service
Receive a dedicated service professional to help you make the most of FINNY
Contracts are annual, with a 14-day paid opt-out period
How FINNY Powers Your Practice
We identify prospects within your target niche.
We aggregate thousands of data points and continuously monitor millions of prospects to uncover timely financial opportunities.
We intelligently prioritize prospects.
FINNY evaluates each prospect’s similarity to your current clients and their likelihood of needing your services, assigning an F-Score that predicts their conversion potential.
We help you help you reach out to prospects.
FINNY chooses the best outreach channel for each prospect, manages follow-ups, and alerts you the moment a meeting is booked — all while keeping you in the driver’s seat
Ready to Transform Your Growth?
Join fellow Osaic advisors who are already leveraging FINNY to grow their practices. Schedule your personalized demo today and discover how our partnership benefits can accelerate your success.
