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| Feature | ||
|---|---|---|
| Rating |
3.4
|
4.0
|
| Reviews | 7 | 9 |
| Category | Payment Processing | Payment Processing |
| Description |
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. |
ROE AI solve risks and compliance problems for financial industry. |
| Website | https://www.finnyai.com/ | https://getroe.ai |
| Positives |
"Customer service is responsive and helpful."
Alvena Feil - 5/5
|
"Great price point for the features offered."
Ramona Toy - 5/5
|
| Negatives |
"Performance issues during peak usage times."
Mrs. Hellen Bins V - 1/5
|
"Integration was difficult and documentation was unclear."
Prof. Unique Okuneva II - 1/5
|
| Details | View Full Review → | View Full Review → |
