FinterestFinterest

Features

Source, reach, and qualify clients from one platform

Finterest finds prospects, reaches them across email, LinkedIn, and phone, and qualifies the replies with an AI co-pilot, all with compliance controls built in.

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Everything in Finterest

Find

  • Plain-language ideal-client search
  • Prospects ranked on fit and timing
  • Contact details and direct dials
  • Life-Event Radar for job changes and promotions

Reach

  • One sequence across email, LinkedIn, and phone
  • AI drafts you review before they send
  • Calling from the browser, logged to the lead
  • Warm-up, send caps, and bounce suppression

Qualify

  • Every reply in one view
  • Pre-call briefings from Fin
  • Calls recorded, transcribed, and summarized
  • Warm leads to HubSpot, Salesforce, or Monday

Stay compliant

  • Pre-send review on every AI draft
  • Server-side audit trail
  • One-click unsubscribe on email
  • Each user's data kept separate

Quick answer

Finterest is an AI client-acquisition platform for financial professionals that runs the full loop in one place. It sources prospects matched to your ideal client and ranked on fit, runs multi-channel outreach across email, LinkedIn, and phone, and qualifies every reply, with the Fin AI co-pilot drafting messages, briefing you before calls, and summarizing calls into the lead.

Source → Reach → Qualify → Push

Four steps. One loop.

Scroll through how a prospect goes from a line in your ideal-client search to a warm lead in your CRM.

  1. 01 · Source

    AI lead sourcing

    Describe your ideal client profile to Finterest. It finds matching prospects, enriches each with contact details and direct dials, and ranks them on fit and timing. You get a prioritized shortlist to work from.

    Integrations

    • Sales Navigator
    • Apollo
    • ZoomInfo
    SourcingMatched to your ideal clientReady
    Executives and owners, 50+, companies with 20 to 200 employees
    Sources Apollo ZoomInfo Sales Navigator
    KLKim L.Founder · 22 years at company
    MPMorgan P.Owner · 45 employees
    TWTaylor W., 58New role: CFO Signal
    AI lead sourcing · plain-language ideal-client search

  2. 02 · Reach

    Multi-channel outreach

    Build one sequence that reaches prospects across email, LinkedIn, and phone, then let it run while Finterest moves each contact through the steps. Email deliverability is handled for you, with warm-up, send caps, bounce suppression, and one-click unsubscribe built in.

    Make calls right from the browser, with no separate dialer app, and every call logs to the lead automatically so the activity stays in one place.

    Channels

    • LinkedIn
    • Email
    • Call
    OutreachOne cadence · Taylor W. · CFO, 58On track
    1. Day 1
    2. Day 3
    3. Day 6

    To: Taylor W. Drafted by Fin

    Congratulations on the new role

    Hi Taylor, congratulations on stepping into the CFO role.

    Warmed inbox Within send cap Unsubscribe link
    You review every AI draft before it sends. Reviewed · sent
    Warm-up, send caps, bounce suppression, and one-click unsubscribe

  3. 03 · Qualify

    Every reply in one view

    Every reply, on any channel, lands in one place, so you see who's interested without digging through inboxes.

    Replies from

    • LinkedIn
    • Email
    • Call
    RepliesEmail · LinkedIn · PhoneSorted
    TW“Yes. Thursday at 2 works.”Taylor W. · LinkedInWarm · meeting intent
    DS“Not right now. Maybe next year.”Dana S. · EmailLater
    MP“Can you send more detail first?”Morgan P. · EmailInterested
    AR“Please take me off your list.”Alex R. · EmailOpted out
    Every reply read across email, LinkedIn, and phone

  4. 04 · Push

    Warm leads to your CRM

    Push the warm ones to your CRM with one click, with the full outreach history attached.

    Integrations

    • HubSpot
    • Salesforce
    • Monday.com
    Push to CRMWarm leads, with their historySynced
    TWTaylor W. · CFO, 58Warm · meeting intent Pushed
    HubSpotNew lead · Taylor W. Pushed

    Full outreach history attached

    Email · Day 1LinkedIn · Day 3Call · Day 6Reply · Day 6

    Pushed to HubSpot in one click, with the full outreach history

Across every step

Fin, the AI co-pilot, runs across the whole loop

Fin drafts and personalizes every message, and the 'Revise with Fin' editor refines them through follow-up prompts. Before each call, Fin assembles a pre-call briefing automatically. Life-Event Radar surfaces job changes and promotions so you reach out at the right moment, and Call Intelligence records, transcribes, and summarizes each call into the lead.

  • Drafts and personalizes

    Every message, written from the signal that surfaced the prospect.

  • Revise with Fin

    Refine any draft through follow-up prompts until it sounds like you.

  • Pre-call briefing

    Assembled automatically before each call.

  • Call Intelligence

    Records, transcribes, and summarizes each call into the lead.

  • Life-Event Radar

    Surfaces job changes and promotions so you reach out at the right moment.

  • You stay in control

    You review every AI-drafted message before it sends.

FinYour AI co-pilotReady

Draft a first email to Taylor about the new CFO role.

Subject: Congratulations on the new role

Hi Taylor, congratulations on stepping into the CFO role.

If it would help to talk through what the change means for your own finances, I'm glad to find a time.

Personalized from the signal · you review every AI draft before it sends

Frequently asked questions

What does Finterest do?

Finterest is an AI client-acquisition platform for financial professionals. It sources prospects matched to your ideal client and ranked on fit, runs multi-channel outreach across email, LinkedIn, and phone, and qualifies the replies, with the Fin AI co-pilot handling drafting, pre-call briefings, and call summaries.

Does Finterest do multi-channel outreach?

Yes. You build one sequence that reaches prospects across email, LinkedIn, and phone, and Finterest moves each contact through the steps. Email deliverability is handled for you with warm-up, send caps, bounce suppression, and one-click unsubscribe.

Can I make calls inside Finterest?

Yes. You can call directly from the browser with no separate dialer app, and every call logs to the lead automatically.

What is Fin, the AI co-pilot?

Fin drafts and personalizes every message and refines it through follow-up prompts, assembles a pre-call briefing before each call, surfaces job changes and promotions with Life-Event Radar, and records, transcribes, and summarizes each call into the lead.

Does Finterest push leads to my CRM?

Yes. Every reply lands in one place, and you push warm leads to your CRM, including HubSpot, Salesforce, and Monday.com, with one click.

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