FINNY’s Growth Engine, Up Close
See how FINNY turns data into prospects—and prospects into clients.
Popular features
There are as many ways to use FINNY as there are advisors who use it. Here are the most popular features.
Build Your Audience
Use powerful search tools with dozens of filters—from location and industry to net worth, career changes, and more—to find your ideal prospects. Or, skip the search altogether and let FINNY’s ever-refreshing feed surface recommended prospects automatically, so you’re always seeing the most relevant opportunities. Our newest filter, Intent Signals, helps you spot prospects who are actively showing signs they may need financial advice.
Prospect Enrichment
Automatically fill in missing data and transform basic contacts into complete profiles with verified emails, LinkedIn links, job history, firmographics, and more. No more switching between tabs or paying for multiple tools—everything you need is built right in.
Smart Campaigns
Create personalized, multi-channel outreach in minutes. FINNY picks the best channel for each prospect—email, LinkedIn, or voicemail—handles follow-ups automatically, and alerts you when someone engages. It’s the perfect balance of automation and control: set it, forget it, or jump in when you want a personal touch.
My Prospects
Your CRM-lite hub for every lead in your pipeline. View all contact details, engagement history, and campaign activity in one place. No messy spreadsheets, no disconnected tools—just a single source of truth designed for financial advisors.
FINNY for Individual Advisors
Top advisors use FINNY to supercharge organic growth.
Discover: Explore millions of prospects with filters for thousands of datapoints to find the perfect fit for your niche.
Prioritize: Prospects are scored by likelihood to convert, similarity to your clients, and key life events—so you always see the most promising leads first.
Reach out: Automate outreach or stay hands-on. FINNY handles scheduling, follow-ups, and campaign insights, freeing you to focus on real conversations.
FINNY for Teams
For teams, FINNY combines advanced prospecting with workflow tools to unify your team under one system.
Admin Tools: Lead your team from one portal—set KPIs, monitor activity, and manage accounts in one place.
Brand and Compliance: Enforce brand voice and compliance rules automatically across every campaign.
CRM Integration: Connect your CRM so inbound leads and outbound prospects stay in one system.
Team Collaboration: Assign prospects, avoid duplicates, and track performance with shared dashboards and leaderboards.
FINNY EXPERTS
Gain access to our FINNY Experts
Need extra guidance? Add a FINNY Expert to your plan. They’ll help with strategy, positioning, and hands-on campaigns—so you can launch faster, grow smarter, and book more meetings.
