Use Case: Finding High-Value Prospects in Your Niche

Last updated: November 5, 2025

The Challenge

Advisors waste time chasing low-quality leads instead of focusing on prospects who are most likely to convert.

How FINNY Helps

FINNY's Feed and F-score system highlight the most relevant, high-conversion prospects based on your onboarding preferences.

Workflow

  1. Define your niche in Settings → Onboarding Survey.

  2. Explore your Feed of matched prospects.

  3. Save high-F-score prospects to Lists.

  4. Add them to a Campaign for targeted outreach.

Narrow niches convert better. Try focusing on one or two high-value segments at a time.