Fynancial

How many passwords have you reset this year? "C'mon, man!" - Joe Biden It's 2025, and you should know that in 2026 and beyond, you can tell your clients... "Just go to the app for everything." It's simple. It's easy, and it might be exactly what your clients are looking for.

Speed to Action - September Release Is 🤌 It's amazing how fast tasks get done when you can simply get your client's attention. A quick sneak peek at a few features I know our clients are excited about: 1) Mail Merger - Personalization just got easier 2) Secure File - "just go to the app for everything" Mail Merger - Post, Action Items, Reminders, Messages - it's never been easier to get your client's attention and personalize the experience. "Hi (first name) - looking forward to catching up as summer winds down. Feel free to use the link below to schedule our quarterly meeting." Send that to a specific segment of your client base using tags, leverage push notifications, and watch your calendar book immediately. Secure File Your clients are on their phones, and their most important documents should be there too. "A new document has been added to (folder name)." I can't express the power of push notifications from your own app enough. When you can make your client's financial lives more simple and less stressful - you win. Let me know what you think, and DM me or click to access our demo app to experience this for yourselves! https://lnkd.in/ehfZ5Hfi 👈 Book A Demo Here Fynancial

"The possibilities are endless." I break down EXACTLY what that means below, and why I'm excited to share the stage with Anna T Walters, CRPC®, and Jason Greenfield at Sanctuary Wealth OASIS 2025. If I were an advisor who wanted to ruin my book of business, here is what I would do. Ignore feedback, avoid client communication at all costs, and make my client's life more complicated. The best advisors flip this. A few stories how: Anna and the Auric Capital Partners Team did something that is SO OBVIOUS, but in my opinion, widely ignored across this industry. They surveyed their clients. They literally asked them what they could do to continue to deliver the best possible service and experience. It was clear their client thought the 'front door' could improve. Their current custodian client portal was falling short. Fast forward to now - they listened, put the work in, and invited these SAME clients to their new portal. Through their app, they asked for feedback and now have built multiple experiences for various clients and prospects. The Lesson - all business problems can be solved by talking to your clients/customers. Jason Greenfield and the Crescent Harbor Private Wealth Team wanted to put their brand on their clients' phones, reduce logins, increase client engagement, and much more. Fast forward to now - they launched their app to all clients, and during the process, proactively reached out via app to gather client feedback and ways they could improve the experience. A short conversation with a retiree about her app experience led to more AUM being managed. The Lesson - Want to grow your business? Have more conversations. THE TAKEAWAY RIAs across the country offer personalized investment management and financial planning, but current technology limits these firms from offering that level of personalization to their client' experience. Fynancial is fortunate to power this experience, but it takes great teams/advisors to make it all happen. See you both in AZ soon 😎 https://lnkd.in/ehfZ5Hfi 👈 Book A Demo Here

Craig Iskowitz and Michael Kitces nailed it on their recent podcast. We're experiencing this firsthand with Fynancial - barely 25% want AI to automate "everything" - almost all advisors want AI to make them more efficient Back-office team members might be okay pounding a chatbot all day long to find specific insights within their tech stack / data Client-facing advisors? No way. Being able to ask your app anything? Absolutely. This works because we make the delivery of the insights surfaced by the AI EASY. More importantly, the insights are actually read. The future isn't AI + Data It's AI + Data + Delivery - powered by the advisor's voice, and delivered through their own app. It's never been easier to get the right message to the right client at the right time. Is this efficiency? I think so. https://lnkd.in/ehfZ5Hfi 👈 Book a demo here

The CEO of a $1.8B RIA yesterday confirmed my assumption... "Send The Contract" - it doesn't get more clearer than that. The RIAs using Fynancial in the near future will no longer have to rely on "Tags" to segment their messaging to various clients/prospects via app communication. Tags are nice, but tags are static. Client data, on the other hand, changes every single day. "I want to send our internal resources and various articles around their specific holdings. We've tried to do this via email, but it just doesn't work. I want to create this type of personalization so we are always top of mind, and clients are receiving the exact information based on investment holdings, last meetings, and much more." In the past, I would have said that's just not possible. Now "So like this." "Give me a list of clients that hold Apple." "Send this PDF to those clients via Feed today at 2 PM." ..... "Send the contract." https://lnkd.in/ehfZ5Hfi 👈 Book A Demo Here

Meet Mike - a genius or just practical? “It’s how we end every single prospective meeting. It’s like magic.” Would it be crazy to say your prospects are looking for an advisor simply to make money more simple and less stressful for them? Mike doesn’t think so. He wraps up conversations with prospects with a simple question: “Do you text your family and friends? Or do you email them?” 🤝 Legacy Financial treats its clients like family. Access our demo app to see how. 👉 https://lnkd.in/gP5FMZpe