This marketing technology is an AI-powered lead generation platform designed to help financial advisors streamline client acquisition and enhance sales efficiency. FINNY represents a significant opportunity for advisors affiliated with USA Financial Securities to optimize their time and grow their practices through prospect research, content generation, optimal channel selection, and sequencing.
An enterprise agreement may be forthcoming with discounted pricing for the marketing technology but is pending interest and adoption rates of financial advisors.
FINNY is an automated prospecting platform for financial advisors that uses AI and a proprietary algorithm to analyze data and identify prospects. The platform features a searchable database with criteria including key life events, job titles, and education, allowing advisors to create custom searchable audience filters. Managing the prospecting workflow from identification to conversion, the system automates the outreach and engagement process, helping advisors find ideal clients without the guesswork.
With a proprietary database of millions of records, this marketing technology for financial advisors is able to provide a predictive “F-Score” to assess likelihood of conversion, and help ensure that prospecting is targeted, scalable and seamlessly integrated into an advisor’s workflow.
FINNY is doing some powerful things to support financial advisor marketing efforts. The ability for advisors to easily build campaigns that speak directly to the targeted audience they serve is unmatched in the industry.
Mark Mersman, Chief Marketing Officer at USA Financial
We’re excited to partner with USA Financial, and to help their advisors leverage AI to reach and help more clients. From our first meeting with the USA team, it was obvious that they put their advisors first and want to make sure they have access to the tools that will help them run their practices more efficiently and effectively. We look forward to a successful partnership, and continuing to expand throughout their network.
Austin Guest, Head of Sales at FINNY
USA Financial is excited to approve this marketing technology because it helps advisors optimize artificial intelligence to grow their practices in efficient and innovative ways. FINNY technology tracks their results and will build upon USA Financial’s goal to help advisors make possible predictable. Financial advisors affiliated with USA Financial Securities who are looking to learn more can visit our training site Advisor Advancement Academy or reach out to their Business Development Consultant. Questions from press or others should be directed to Mark Mersman.
About FINNY
FINNY is an AI-powered prospecting and marketing platform built exclusively for financial advisors. By leveraging advanced data intelligence and automation, FINNY helps advisors identify, prioritize, and engage high-intent prospects effortlessly. Backed by top fintech investors and recognized as Best of Show at the 2024 Morningstar Annual Fintech Showcase, FINNY is redefining organic growth for financial advisors.
About USA Financial
A comprehensive family of businesses, USA Financial is a financial services institution focused on providing advisors with the tools required to make possible predictable inside their financial practices and to embolden clients to make the best financial decisions possible for their financial and retirement journey. Media may contact Mark Mersman, Chief Marketing Officer, with questions or request for information.
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