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Banks and fintechs have large teams of human analysts who conduct manual checks and reviews. We replace those human compliance analysts with AI agents that automate 80% of the manual work for faster and more compliant financial crime (AML) reviews. Our first three products are: Screening AI (discount 91% of screening alerts), KYB/C AI (speed up onboarding), Transaction Monitoring AI (handle AML transaction monitoring alerts) Our end goal is to have a whole suite of AI workers that can handle manual compliance work for banks and fintechs. A $24B opportunity in the US alone.

FINNY is building a new operating system for independent financial advisors, and starting by helping them grow. Our goal is to empower the best financial advisors (the independents!) to serve all Americans who want financial advice. We are starting with growth, which is the most existential problem advisors face. The organic growth process is highly inefficient and full of noise. Advisors often waste 60 hours of business development to convert 1 new client. At FINNY, we are certain we can do better with AI. With our tool, advisors can: - Identify prospects within their target niche, aggregating thousands of data points per lead - Prioritize prospects based on their predicted likelihood of converting, a score unique to each advisor and prospect pair - Automate the outreach and meeting scheduling with their high priority prospects In essence, doing all the work for the advisors, and letting them focus on what actually matters, the client relationship.