A full outreach campaign, built and live, in the time it takes to get the kids out the door.
7:40 a.m.
It's 7:40 a.m. One child can't find a shoe. The other wants pancakes, not cereal. The car needs to be running in eight minutes.
Your laptop is open on the kitchen counter. By the time the backpacks are zipped, your next prospecting campaign is live.
That used to take most of a week. Research the list. Build the spreadsheet. Write the emails. Write the LinkedIn messages. Write the call notes. Set it all up, then check it twice. For financial professionals whose best hours belong to clients, prospecting was the work that always waited until Friday.
We built Fin so it doesn't have to wait at all.
Meet Fin
Fin is the AI that lives inside Finterest. It finds the people worth reaching, writes the outreach in your voice, and keeps every conversation moving after you hit launch.
Fin is built for a new kind of outreach. We call it relationship-driven outreach, or RDO: reaching the right people at the right moment, with messages that sound like you, not like a sequence. RDO is how the best financial professionals, insurance producers, private bankers and capital raisers have always grown. Fin makes it possible at scale.
The five minutes, minute by minute
Tell Fin who you want to reach. Open the Launch tab and describe your client in plain English. “Business owners in South Florida preparing to sell.” “Physicians within 20 miles of my office.” “Executives at companies that just raised capital.”
Fin builds the list. Fin sources the prospects and fills in the details that matter: title, company, firm size, and the context that makes a first message relevant.
Every record is checked. Contact details are verified before a single message goes out. A bounced email is a first impression you never get back.
Fin writes the campaign. Email, LinkedIn and phone steps, personalized for each person, written in a measured, professional tone. No “just following up.” No “quick question.”
You review and launch. Read it, adjust a line if you want, press launch. Your calendar connects, so interested prospects can book time with you directly.
You're out the door.
What happens after you leave
This is where most tools stop and Fin keeps going.
While you're on the school run, in client meetings or on the sideline of Saturday's game, Fin is working the campaign. When someone replies, Fin drafts your response so it's ready when you are. It flags who's warm, who wants to talk, and who needs another touch. You see it all in one place and decide what to send.
Your job becomes the part only you can do: the conversation.
Built for regulated professionals
Every message is written to be clear and accurate, with no promises of returns and no claims you can't stand behind. Your outreach stays in one place, ready for your compliance team when they need it.
Five minutes from wherever you are
The kitchen counter at 7:40. The hotel desk before a conference. The quiet twenty minutes between client reviews. Wherever your laptop is, your next campaign is five minutes away.
See Fin for yourself: create an account. Running a team? Book a private walkthrough.