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Finny Leverages AI to Transform Client Acquisition for Financial Advisors
1440+ Words Refined into 5 Facts by AI • 1 source • 0m ago
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- Finny aims to help financial advisors find clients using AI technology.
- Advisors spend an average of 58 hours pursuing unqualified prospects.
- Finny provides a prioritization score to predict client conversion likelihood.
- Since launch, Finny's revenue has increased by 150% monthly.
- Finny is shifting focus towards larger banks, targeting 90% RIAs.
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