FINNY

FINNY is a software platform that provides financial advisors with tools to find, prioritize, and engage potential clients through data-driven prospecting, scoring, and outreach automation. The platform aggregates and analyzes large sets of prospect data to help advisors identify individuals whose recent life events or financial situations may signal readiness for advisory services, and assigns a predictive score to highlight prospects with higher likelihoods of engagement. FINNY also generates personalized outreach content, suggests suitable communication channels, and can manage follow-up interactions and meeting scheduling for advisors. The service is designed to streamline advisor workflows and support targeted client acquisition without manual lead research. Its system continuously updates prospect insights to assist advisors in monitoring opportunities over time.