Features
Source, reach, and qualify clients from one platform
Finterest runs the full client-acquisition loop in one platform: it finds prospects, reaches them across email, LinkedIn, and phone, and qualifies the replies with an AI co-pilot, all with compliance controls built in.
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 against your own book, 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
- 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 against your own book. You get a prioritized shortlist to work from.
Integrations
- Sales Navigator
Apollo
ZoomInfo
- 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
- Call
- 03
Qualify + Push
Qualification and CRM push
Every reply, on any channel, lands in one place, so you see who's interested without digging through inboxes. Push the warm ones to your CRM with one click, and track which channels are driving replies, measured on your team's own data.
Integrations
- HubSpot
- Salesforce
Redtail
Monday.com
Across every stage
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.
- Revise with Fin
- Automatic pre-call briefing
- Life-Event Radar
- Call Intelligence
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 against your own book, 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, Redtail, and Monday.com, with one click.