FINNY Forms Relationship With Integrated Partners, Adds Leading Wealth Management Marketing Executives to Advisory Board
FINNY AI Inc. (“FINNY”), the AI-powered prospecting and marketing platform built specifically for financial advisors, today announced a strategic partnership with Integrated Partners (“Integrated”), a national financial planning and registered investment advisory (RIA) firm serving more than $22 billion in assets under advisement (AUA).
FINNY Launches Multi-Channel Campaigns and LinkedIn Actions for Automated Outreach
FINNY AI Inc. (“FINNY”), the AI-powered prospecting and marketing platform built specifically for financial advisors, today announced the launch of Multi-Channel Campaigns, a powerful new capability that allows advisors to build fully automated, multi-channel outreach sequences in minutes. This prospecting feature combines LinkedIn Actions, AI-generated voicemails, personalized emails and handwritten direct mail into a single, fully personalized outreach campaign designed for effective lead conversion.
FINNY Unveils Intent Search to Help Advisors Pinpoint High-Intent Prospects Faster
FINNY AI Inc. (“FINNY”), the AI-powered prospecting and marketing platform built specifically for financial advisors, today announced the launch of Intent Search, a feature that allows advisors to identify and engage with prospects actively seeking financial guidance. This release also includes Prospect Enrichment and AI Voicemails, two additional capabilities that equip advisors with faster, smarter tools to drive organic growth through FINNY’s all-in-one prospecting solution.
