Eden Ovadia emphasizes the challenges for financial advisors: 'They spend an average of 58 hours going after unqualified prospects before converting a single one.' This reflects inefficiencies stemming from ineffective cold outreach and the struggle to identify qualified leads.
Finny aims to solve the problem by providing an AI-powered agent that matches financial advisors with prospects. The platform creates a prioritization score to predict conversion chances, effectively offering a 'warm' lead experience.
Following its inception, Finny joined Y Combinator's Summer 2024 batch and raised $4.2 million in a seed round, showcasing significant investment interest in innovative solutions for financial advisors.
The platform simplifies outreach by suggesting optimal channels to reach prospects, managing follow-ups, and scheduling meetings, significantly reducing the effort and time required for advisors to find qualified clients.
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