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                                                                                                                                                                3.4
                                                 
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                                                                                                                                                                3.9
                                                 
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| Reviews | 7 | 14 | 
| 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.  | 
                                                                    
                                         Surety bonds are financial guarantees that businesses must purchase to comply with government regulations. For example, all contractors must have a surety bond to bid and work on federal construction projects. It is a $8b opportunity in the US. SuretyNow is building the surety bond platform for the 21st century. Businesses can apply for bonds and receive affordable quotes online in minutes. We offer the fastest and simplest online experience for getting surety bonds.  | 
                                                            
| Website | https://www.finnyai.com/ | https://suretynow.com/ | 
| Positives | 
                                                                                                                             "Clean UI and powerful features. Exactly what we needed." 
                                            
                                                Rashad Stehr - 5/5
                                             
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                                                                                                                             "Great price point for the features offered." 
                                            
                                                Gerda Roob - 5/5
                                             
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| Negatives | 
                                                                                                                             "The interface is confusing and needs improvement." 
                                            
                                                Freida Waelchi - 1/5
                                             
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                                                                                                                             "The interface is confusing and needs improvement." 
                                            
                                                Arnaldo Hilpert - 1/5
                                             
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| Details | View Full Review → | View Full Review → |