FINNY AI

@FINNYAI

Making good financial advice more accessible to all Americans who want it

finny.com Joined January 2024

16 Following 166 Followers 56 Posts

Latest posts 5

FINNY AI @FINNYAI 12h

Victoria Toli speaking at the @RaymondJames 32nd Womens Symposium in Tampa

FINNY AI @FINNYAI Nov 4

"One of the big things that we've been hearing from our advisors is they want to grow. But where were those leads and opportunities going to come from?"

Talking about the FINNY + @visionarysquare partnership at #SchwabIMPACT

1:36

FINNY AI @FINNYAI Oct 28

FINNY is at #SchwabIMPACT - come see us at booth 1412 (next to the AI Lounge) and grab a seat for Eden's talk in the AI Lounge at 11:15 am ET on 10/29

#fintech

FINNY AI @FINNYAI Oct 27

FINNY is now in Anthropic's Claude for Financial Advisors.

Ask Claude how your campaigns are doing. Enrich a lead list. Query our help center. Connect the MCP once from inside Claude, and get growing: claude.ai/directory/finny

#claude #fintech #ai

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FINNY AI @FINNYAI Oct 22

250+ advisors just got access to FINNY, and @VisionarySquare is covering the subscription cost. Full story in @wealth_mgmt: wealthmanagement.com/advisor-suppor…