@FINNYAI profile picture
FINNY AI @FINNYAI

Making good financial advice more accessible to all Americans who want it

Joined January 2024
  • Tweets 33
  • Following 7
  • Followers 165
18 Photos and videos
We're on cloud nine! Pablo Cordero has officially joined us as Product Operations Specialist to elevate our ProdOps (and our plating!). #fintech #aijobs
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We built FINNY for Enterprise Teams, and today we're officially launching it with @MercerAdvisors as our flagship enterprise user. A huge win for combining personalization with scale. Read the whole story at: finny.com/blog/finny-launche…
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Woohoo! @wealth_mgmt #wealthies #fintech
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Five things you could be doing with FINNY right now: 1. Finding "clones" of your best clients 2. Checking life events for your saved prospects 3. Having Hunter draft an outreach campaign 4. Having Hunter draft a blog post for you 5. Enriching one of your existing prospect lists
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Black tie or black diamond? Both! Welcome Peter Xing as our Founding Product Manager. #productmanagement #techjobs #fintech #advisortech
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BREAKING: @jacksonhower has been added to the FINNY roster, batting leadoff for our sales team as part of the business development crew. #fintech #advisors #dartmouth
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We get it - sometimes you fall in love with Hunter, and it's okay to let it know. Hunter will always try to bring you back to growth - and that may make you love it even more. ❤️ #AI #fintech
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Great coverage of our Hunter release in @CitywireRIA #fintech #ainews #financialadvisors
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Read the article at citywire.com/ria/news/finny-…

FINNY debuts agentic organic growth tool

The AI tool, Hunter, is designed to guide advisors through the entire campaign creation and outreach process, producing outputs based on their specialties and preferences.

citywire.com
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FINNY AI retweeted
Wealth Management@wealth_mgmt
Apr 14
FINNY introduces Hunter, an AI engine that automates marketing strategies, content creation, and campaign execution for financial advisors. spr.ly/6011B6N1Ql

FINNY Launches Hunter AI to Automate Advisor Marketing

FINNY’s Hunter AI automates marketing for advisors, creating personalized strategies, content and campaigns to drive growth effortlessly

wealthmanagement.com
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Today we begin the public rollout of Hunter, a generational advancement in organic growth capability for financial advisors. finny.com/blog/announcing-hu… #fintech #marketing #ainews #financialadvisors
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We are obsessed with outcomes. Every campaign launched through FINNY adds data to feed our models and help us find insights about what actually works to drive positive advisor outcomes. #wealthmanagement #financialadvisors #financialplanning #fintech
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We're fired up to have Bill Gentzlinger join our Customer Success team! Billy brings a decade of serving as a seasoned client success professional and excels at providing elevated experiences.
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A great primer on how AI is reshaping wealth management, featuring Eden Ovadia : “We’re enabling better outcomes for both the advisors and clients by ensuring an optimal match". insightpartners.com/ideas/ai…

Supercharging financial advisors: How AI is reshaping wealth management

Wealth management is entering a period of change. A historic generational wealth transfer is underway, and client expectations are rising while the advisor workforce is shrinking. Registered invest...

insightpartners.com
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We're hiring! Check out these jobs if you want to join an amazing group of people (and dogs, and the occasional shark) in our NYC office. 🦾 Product Engineer: jobs.ashbyhq.com/FINNY/338f8… 🤖 Machine Learning Engineer: jobs.ashbyhq.com/FINNY/fb414… 🦈 Dancing Shark: giphy.com/gifs/shark-i-cant-…
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We're pumped to welcome Joseph Ortiz to the FINNY team as our new Head of People & Talent! Joe brings a wealth of experience in building and developing teams, and we're thrilled to have him on board to strengthen, shape, and grow ours.
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Wishing good luck to all people today. But planning for luck only gets you delay. So let's all shift our fins, and chase our own wins, and swim to where opportunities lay. #StPatsDay #fintech #FinancialPlanning
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Today's advisor spotlight features Thomas Manetta, who shares what motivates him as a financial advisor.
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FINNY believes that AI can help build human connections, and behind every application of our tech is a person with a mission. These are the faces of FINNY.
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It's almost time for Orion Ascent in San Diego! FINNY will be there and we'd love to set up a meeting to show you how we are accelerating organic growth for financial advisors. #orionascent #fintech #FinancialPlanning
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