Helping financial advisors grow their businesses.
FINNY (YC S24)的外部链接
US，New York，New York
Our co-founder Victoria Toli crushing it at Harvard Business School today.
Honored to have been invited to speak at Reza Satchu's "Founder's Mindset" class at Harvard Business School today. Big thank you to one of FINNY's first believers and biggest champions, Andre Charoo at Maple VC for making this happen. FINNY (YC S24) is going places ??
Thank you to all our customers and (future) customers who joined our first webinar today. Victoria Toli and I got to go over: - A full demo of our newest features - Best practices when using FINNY (YC S24), sharing tips & tricks - A sneak peak at some features that are coming soon - A live Q&A For all that missed it, don't worry, it was all recorded! Email me if you'd like to get a link, or if you'd like to sign up for our next one.
The new 2024 Global Wealth Report by Boston Consulting Group (BCG) is all about how Gen AI can unlock efficiencies across the value chain. Here are some of the top tools we've seen across the value chain so far: Client Acquisition: FINNY Onboarding: Powder, Dispatch Servicing: Jump - Advisor AI, Internal Support: Arch, Assetlink, Who are we missing? https://lnkd.in/e9V2rSm2
The new 2024 Global Wealth Report by Boston Consulting Group (BCG) is all about how Gen AI can unlock efficiencies across the value chain. Here are some of the top tools we've seen across the value chain so far: Client Acquisition: FINNY Onboarding: Powder, Dispatch Servicing: Jump - Advisor AI, Internal Support: Arch, Assetlink, Who are we missing? https://lnkd.in/e9V2rSm2
Today wraps up an incredible journey at Y Combinator's summer batch. We're just getting started and excited for what's ahead as we work towards becoming the new operating system for financial advisors. Big things are coming. PS - if you're attending the YC Investor Reception tonight, stop by the 2nd floor and say hi :)
So excited for FINNY's first time at Future Proof in Huntington Beach. Can't wait to see Eden Ovadia kill it on the big stage along side some of the most exciting fintech startups I've come across (Canopy Capital Group, Dispatch, Fynancial, Jump - Advisor AI, LODAS Markets and TaxStatus). If you're also going, we'd love to meet. Book some time with us here: https://lnkd.in/eeFU2jjR Honored to have been selected as a finalist & can't wait to show what we've been working on for the past few months. Hint: it's pretty sick. Sneak peek below. To see the whole thing, you got to wait for the demo ??
"Those that just rely on markets and referrals are going to die on the vine. It’s a multi-factor equation to grow organically and inorganically" Industry leaders are realizing that the age-old strategy of relying on referrals is not cutting it anymore. While some of the larger firms spending 10M+ annually on digital marketing and lead gen, the answer is much simpler. FINNY builds all the organic growth tools an RIA would need to hit their goals. https://lnkd.in/epfXXgP5
Top three business objectives for advisors in 2024 are: 1) Adding more clients (63%) 2) Deepening relationships with existing clients (51%) 3) Improving the client experience (44%) Incredible to see the advisor-client relationship so clearly at the forefront of advisor's priorities. Join our waitlist here (https://lnkd.in/gEhn-knT) if you'd like to find out how FINNY can help achieve these objectives. Source: 2024 WealthStack survey. Credit to Davis Janowski
FINNY is so excited to be bringing on Dr. Joshua I Wilson, CMT? to our Strategic Advisory Board. ?? When asked why he is excited about FINNY: “I’ve spent my career helping advisors forge deep connections with prospects so they are the only option in their minds, but FINNY solves the problem of finding ideal prospects at scale. I'm excited about FINNY because in the hands of a well-trained advisor, this isn’t a tool, it’s a game-changer." Dr. Wilson leverages behavioral finance and his experience as an advisor and executive to catalyze the growth of wealth managers and FinTechs. He’s helped startups achieve national rankings, reignited growth in established firms, and coached advisors to find their brand and voice to stand out in the market.
Interesting @ddjanowski look at Finny - new prospecting tool, similar to @WealthFeedAI, using marketing data to provide hyper-targeted prospect lists for advisors to outreach based on ideal-client parameters? "Finny and the Great AdvisorTech Acceleration"