The national wealth management firm Osaic has entered a strategic partnership with Finny, a provider of artificial intelligence-powered prospecting tools for financial advisors that enjoys the backing of industry figures like Josh Brown.
Through the relationship, Osaic has made Finny's prospecting technology available to its more than 270 financial institutions and 11,000 financial professionals. The tools help advisors to accelerate organic growth by tracking life events, powering automated and personalized outreach, and reducing the manual work associated with prospecting.
These capabilities can increase client acquisition while reducing time and effort, according to the firms.
Dimple Shah, Osaic executive vice president of strategy and client experience, said in a statement that Osaic's priority is to equip its financial professionals with the technology and resources that let them spend more time with clients and less time chasing prospects.
"Finny helps them do exactly that," Shah said. "Finny's data-driven tools simplify prospecting, enhance productivity and ultimately accelerate advisor growth — allowing our professionals to reach more people who are seeking trusted financial guidance."
Alongside Finny's predictive F-Score matching engine, advisors can utilize Finny's intent search platform, which leverages 1.8 billion daily updated intent signals to identify prospects based on real-time online activity. They can also utilize automated multi-channel outreach across LinkedIn, email, voicemail and direct mail.
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