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Feature
E
Elayne Payment Processing
FINNY AI
FINNY AI Payment Processing
Rating
3.0
3.4
Reviews 4 7
Category Payment Processing Payment Processing
Description

Elayne helps families organize their assets, estate documents, and key contacts in one place, then guides them through life transitions as circumstances and priorities evolve. Like getting married, moving, having a baby, or losing a parent. Unlike traditional wealth management tools or online estate platforms that produce static legal documents, Elayne is dynamic, intelligent, and built not just to delight, but to comfort and guide you when it matters most. I started Elayne after my mom passed away and I had to settle her estate, accounts, and affairs - essentially, I suddenly had to untangle all the details of her life. It was shocking how fragmented and opaque the process was and how I spent hundreds of hours chasing documents, coordinating accounts, filling legal gaps, and navigating unfamiliar systems, all while grieving and working full time. It shouldn’t be that way. In the future, you could hire an attorney, download DIY legal forms, fax and mail physical documents, sync 10 different fintech apps, use a financial planner, spend thousands in fees, and hope it all holds together. Or, you could just use Elayne.

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.

Website https://www.elayne.com/ https://www.finnyai.com/
Positives
"Clean UI and powerful features. Exactly what we needed."
Rudolph Becker - 4/5
"Customer service is responsive and helpful."
Alvena Feil - 5/5
Negatives
"Overpriced for what you get. Better alternatives exist."
Dillan Toy - 2/5
"Performance issues during peak usage times."
Mrs. Hellen Bins V - 1/5
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