Prospect Enrichment and AI Voicemails round out the latest feature release to further accelerate advisor organic growth
NEW YORK–(BUSINESS WIRE)–#AI—FINNY AI Inc. (“FINNY”), the AI-powered prospecting and marketing platform built specifically for financial advisors, today announced the launch of Intent Search, a feature that allows advisors to identify and engage with prospects actively seeking financial guidance. This release also includes Prospect Enrichment and AI Voicemails, two additional capabilities that equip advisors with faster, smarter tools to drive organic growth through FINNY’s all-in-one prospecting solution.
The Intent Search feature represents a breakthrough in precision prospecting. Powered by 1.8 billion proprietary intent signals that are updated daily, it enables advisors to surface high-intent prospects based on real-time online behavior. Advisors can select keywords related to their services – like “401k rollovers”, “business succession planning”, “charitable giving” and more. FINNY identifies prospects who have recently researched those topics, pinpointing what they’re interested in and when they were actively searching. This allows for timely, targeted outreach based on actual behavior rather than guesswork. Searches are fully customizable, giving advisors the flexibility to layer in as much or as little criteria as needed to align with their prospecting strategy.
“Organic growth in wealth management has been stagnant for years—not because advisors aren’t working hard, but because the tools they’ve been given aren’t built for how clients make decisions today,” said Eden Ovadia, co-founder and CEO. “With our proprietary intent data, advisors can finally break the cold outbound cycle. Now they know what prospects are actively searching for so they can reach out when interest is highest and the prospect is ready to connect. With this update, we’re affirming our commitment to helping advisors scale efficiently by leaning into what makes them most effective: relevance, empathy and timing.”
Alongside Intent Search, FINNY has released its Prospect Enrichment and AI Voicemails features. Prospect Enrichment enables advisors to upload external contacts and automatically matches them to FINNY’s database. Each contact is enriched with key information like estimated net worth, interests or money-in-motion events, and assigned a predictive F-Score to prioritize high-potential leads and add them to personalized campaign lists. Meanwhile, AI Voicemails allow advisors to deliver ringless, personalized voicemails at scale. They can select from multiple voice options to suit their preferences, and messages are able to circumvent spam filters. Each voicemail can be paired with a follow-up email to create efficient outreach that retains a human touch.
Developed in direct response to advisor feedback, these new features address evolving marketing needs and help advisors focus on high-intent prospects. Previously, users were limited to outbound email campaigns targeting only FINNY-sourced leads. With these enhancements, prospecting is now more expansive, data-rich and efficient, reflecting FINNY’s commitment to helping advisors scale prospecting through advanced automation powered by data. The introduction of Intent Search, Prospect Enrichment and AI Voicemails further strengthens the platform’s capabilities and solidifies FINNY’s position as the go-to prospecting solution for advisory firms looking to break through today’s stalled organic growth.
FINNY has seen strong engagement with its newly launched features and impressive platform growth in recent months. Since its launch, the Prospect Enrichment feature has already led to the upload and enrichment of more than 8,000 prospects, signaling strong demand and immediate value. Overall platform usage is accelerating, with average weekly users increasing eightfold from February to May. Nearly 800 campaigns have been launched through FINNY so far this year – reflecting 133% month-over-month growth – and over 26,000 prospect searches have been performed, growing at a rate of 122% month-over-month.
“Intent signals aren’t just another feature — they’re the engine behind truly effective outbound. Our advisors wanted a smarter way to know who to reach out to and when, and we delivered,” said Victoria Toli, co-founder and president. “By feeding this data into our prioritization model, the F-Score, we’ve significantly enhanced its predictive power – making cold outreach warmer and more accurate. With the launch of prospect enrichment and AI-powered voicemails, we’re giving advisors richer context and new ways to connect across various channels. The goal is simple: make outreach multi-modal, hyper-targeted and impossible to ignore.”
This announcement builds on FINNY’s recent momentum, following its $4.3 million seed round and the appointment of Josh Brown – CEO of Ritholtz Wealth Management and a prominent financial commentator – to its advisory board. As both an investor and advisor, Brown is playing an active role in shaping the platform’s product roadmap to meet the evolving prospecting and marketing needs of advisors.
For more information about FINNY or to book a demo, visit www.finnyai.com. Attendees of WealthManagement.com EDGE in Boca Raton can catch Toli speaking about these features on the panel “AI Lead Generation: The Future of New Business Development” on June 10 at 1:30pm ET.
About FINNY
FINNY is the 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—removing the guesswork from client acquisition. With a proprietary database of millions of records, a predictive F-Score matching engine and automated outreach tools, FINNY helps ensure that prospecting is targeted, scalable and seamlessly integrated into an advisor’s workflow. 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.
Visit www.finnyai.com to learn more.
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