Prospect Enrichment and AI Voicemails round out the latest feature release to further accelerate advisor organic growth
FINNY AI Inc., the AI-powered prospecting and marketing platform built specifically for financial advisors, announced the launch of Intent Search, a game-changing feature that helps advisors discover and engage prospects actively seeking financial guidance. Alongside this release, FINNY introduces Prospect Enrichment and AI Voicemails, equipping advisors with smarter, faster tools to drive organic growth through its all-in-one prospecting solution.
Intent Search: Precision Prospecting Powered by Real-Time Behavior
FINNY’s Intent Search leverages 1.8 billion proprietary intent signals, updated daily, to surface prospects based on real-time online behavior. Advisors can select keywords aligned with their expertise—such as “401k rollovers,” “business succession planning,” or “charitable giving”—and FINNY identifies individuals who recently researched those topics. This ensures outreach is highly relevant, timely, and data-driven, eliminating guesswork from prospecting.
“Organic growth in wealth management has been stagnant for years—not because advisors aren’t working hard, but because the tools they’ve been given aren’t built for how clients make decisions today,” said Eden Ovadia, co-founder and CEO of FINNY. “With our proprietary intent data, advisors can finally break the cold outbound cycle. Now they know what prospects are actively searching for so they can reach out when interest is highest and the prospect is ready to connect. With this update, we’re affirming our commitment to helping advisors scale efficiently by leaning into what makes them most effective: relevance, empathy and timing.”
Prospect Enrichment & AI Voicemails: Smarter Outreach, Stronger Connections
-
Prospect Enrichment: Advisors can now upload external contacts, and FINNY automatically enriches them with key details—such as estimated net worth, financial interests, and money-in-motion events. Each lead is assigned a predictive F-Score, helping advisors prioritize high-potential prospects.
-
AI Voicemails: This feature enables personalized, ringless voicemails at scale, with multiple voice options to suit an advisor’s style. Messages bypass spam filters and can be paired with follow-up emails for seamless, multi-channel outreach—keeping efficiency high without losing the human touch.
Also Read: Thomson Reuters Launches New Era of AI with Agentic Tech
Proven Impact: Rapid Adoption & Surging Engagement
Since launch, FINNY’s new capabilities have already delivered measurable results:
-
8,000+ prospects enriched through Prospect Enrichment
-
8x growth in average weekly users (February–May 2024)
-
800+ campaigns launched in 2024 (133% MoM growth)
-
26,000+ prospect searches performed (122% MoM growth)
“Intent signals aren’t just another feature—they’re the engine behind truly effective outbound,” said Victoria Toli, co-founder and president of FINNY. “Our advisors wanted a smarter way to know who to reach out to and when, and we delivered. By feeding this data into our prioritization model, the F-Score, we’ve significantly enhanced its predictive power—making cold outreach warmer and more accurate. With the launch of prospect enrichment and AI-powered voicemails, we’re giving advisors richer context and new ways to connect across various channels. The goal is simple: make outreach multi-modal, hyper-targeted and impossible to ignore.”
Building on Momentum: Strategic Growth & Industry Leadership
This announcement follows FINNY’s $4.3 million seed round and the addition of Josh Brown, CEO of Ritholtz Wealth Management and a leading financial commentator, to its advisory board. As both an investor and advisor, Brown is actively shaping FINNY’s product roadmap to meet the evolving needs of financial professionals.
With these latest innovations, FINNY solidifies its position as the premier prospecting platform for financial advisors, helping them cut through noise, prioritize high-intent leads, and scale their growth efficiently.