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FINNY unveils intent search to help advisors pinpoint high-intent prospects faster based on real-time online behavior

June 10, 2025 //  by Finnovate

FINNY the AI-powered prospecting and marketing platform built specifically for financial advisors, has launched Intent Search, a feature that allows advisors to identify and engage with prospects actively seeking financial guidance. 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. FINNY identifies prospects who have recently researched those topics, pinpointing what they’re interested in and when they were actively searching. FINNY has also released its Prospect Enrichment and AI Voicemails features. Prospect Enrichment enables advisors to upload external contacts and automatically matches them to FINNY’s database. 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. 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.

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Category: Members, Robos & Wealth, Innovation Topics

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