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Ask Hunter to: help you refine a niche, build an outreach campaign, draft a blog for your audience based on recent news, and more. It creates unique products using its knowledge of you, your audience, industry best practices, and compliance guardrails.
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Or simply click a pre-built query to let it build something for you.
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Review your past conversations, and its memory bank. You can add or adjust memories to ensure that it's always reflecting your unique differentiators.
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Search hundreds of millions of leads using demographic and geographic filters.
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Add financial filters, interest signals, and money-in-motion events (like a recent job change) to refine your search to a defined segment.
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Use the proprietary F-score to rank leads based on fit for your practice and how likely they are to respond based on recent life events.
Product Description
About this Product
Identify high-intent prospects using AI & life events
Predictive F-Score matching engine with millions of records
Automate multi-channel outreach to convert at the right time
About Finny
FINNY is the AI-powered prospecting and marketing platform built exclusively for financial advisors, and offers the Hunter AI feature that is an “on switch” for growth. Using a proprietary predictive matching engine and a database of hundreds of millions of records, FINNY helps advisors identify high-intent prospects, track life events that signal money in motion, and automate multi-channel outreach—so advisors always know who to reach, when to reach them, and what to say. By combining advanced data intelligence with automation, FINNY removes the guesswork from client acquisition and makes prospecting targeted, scalable, and seamlessly integrated into an advisor's workflow. Backed by top fintech investors and recognized with multiple class-leading awards, FINNY is redefining organic growth for financial advisors.
Product Details
More info about us
Category
Integration Capabilities
Serving RIAs Since
Discount for Schwab Clients?
0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® is a service of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
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