FINNY

“Time is not something I have a lot of. I’ve got family, full-time commitments… the fact that I’m able to just have FINNY running without me doing anything outside of setting up that initial campaign is the most attractive part for me.”

“FINNY AI’s approach to prospecting illustrates how technology can support authentic human connections. Rather than encouraging mass outreach, their platform prioritizes quality over quantity.”

“The FINNY team is working on an innovative solution for advisors, and I’m excited to see what the future holds for this impressive team.”

“FINNY is solving the biggest challenge advisors face today: finding and connecting with the right clients. Advisors are great at building relationships, but they don’t have the time — or the right tools — to consistently find new prospects.”

• LancioAI campaign agentFINNY’s AI agent plans campaigns from signals, generates new campaigns on demand, and handles sends and follow-ups.
• LancioAI content draftingFINNY’s AI scans news, markets, and clients’ patterns to draft personalized content.
• LancioAI prospect scanningFINNY’s AI scans households for signals and ranks matches with an F-Score based on their likelihood to convert.
• LancioAI growth officerFINNY is the AI growth officer for financial advisors, guiding every step from building their brand to closing a client.

Sede centrale

New York, US

Settore

Fintech

Settore (NAICS)

Servizi professionali, scientifici e tecnici

Azienda simile

Adyen

Sito web

finny.com

Carriere

finny.com/join-our-team

Profili social

LinkedIn · X

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