FINNY AI’s prospecting technology has been made available to Osaic’s approximately 11,000 financial professionals and more than 270 financial institutions as part of a deal the firms announced on Thursday.
Osaic’s advisors gained access to FINNY’s technology to support organic growth through life events tracking and automated, personalized outreach. The technology will help financial professionals prioritize and engage with ready prospects. It leverages a matching engine, reviews intent signals and outreaches through email, direct mail, voicemail and LinkedIn.
“For the last 12 months we’ve had a large number of Osaic advisors reach out to try to get access” to the technology, Eden Ovadia, CEO and Co-Founder of FINNY, told WSR by email. “However, this is the first time we are officially approved for use for any advisor in the Osaic network.”
As of this week, the FINNY technology has been “officially approved for full use and integration” by Osaic financial professionals, she said.
She continued, “We’ve just begun to onboard Osaic advisors this week – the feedback so far is incredibly positive. There’s a magic moment the first time an advisor books a meeting on FINNY; something just clicks that you truly can turn your growth on autopilot. We’re excited to keep seeing that magic moment replicated in all new Osaic advisors.”
“FINNY is redefining modern prospecting – AI handles the research, content creation and multi-channel sequencing, while advisors stay fully in control of their message,” according to Victoria Toli, President and Co-Founder of FINNY.
“Osaic’s priority has always been to equip our financial professionals with the technology and resources that let them spend more time with clients and less time chasing prospects, and FINNY helps them do exactly that,” Dimple Shah, Osaic EVP of Strategy and Client Experience, said in the news release.
Osaic has more than $700 billion in assets under administration (AUA), it said.
This announcement follows FINNY’s $17 million Series A funding round led by Venrock to accelerate product development and platform growth, and its collaboration with Integrated Partners.
“We have a number of other large advisory firm partnerships that we haven’t announced yet, both from the BD and RIA channels,” Ovadia told WSR.
Jeff Berman, Contributing Editor and Reporter at Wealth Solutions Report, can be reached at jeff.berman@wealthsolutionsreport.com.
