FINNY, an AI-powered prospecting and marketing platform built for financial advisors, announced the launch of FINNY for Enterprise Teams, a new platform designed for centralized marketing and business development teams at large wealth management firms. Mercer Advisors is serving as the flagship enterprise user of the platform.
FINNY for Enterprise Teams enables centralized teams to manage personalized prospecting, outreach, and lead routing across hundreds of advisors simultaneously. The company said the platform builds on two years of experience working with thousands of individual advisors and extends those capabilities to larger enterprises seeking to scale organic growth while preserving personalized advisor-client interactions.
Mercer Advisors initially deployed the platform to support a group of regional leaders before expanding it to support outreach to tens of thousands of prospective clients. The company said the initiative aligns with its objective of connecting families with advisory teams best suited to their needs while allowing advisors to focus on delivering personalized financial guidance.
FINNY for Enterprise Teams includes intelligent lead routing, personalized campaigns at scale, a unified inbox and analytics dashboard, and enterprise-grade controls featuring compliance guardrails, approval workflows, and role-based permissions.
The launch reflects a broader shift within the wealth management industry toward centralized and technology-enabled growth strategies aimed at improving efficiency while maintaining personalized client experiences.
Founded in 1985, Mercer Advisors provides fee-based family office services, including financial planning, tax and estate planning, insurance solutions, and trust administration. The company operates through more than 110 locations nationwide and manages approximately $99 billion in client assets.
KEY QUOTES:
“Large wealth management firms with ambitious organic growth goals must have diversified sources that drive growth. FINNY for Enterprise Teams reflects how large, modern RIAs actually grow, a centralized team, shared infrastructure, and cohesive growth and marketing strategies, now equipped with AI, generating demand for every advisor in the firm.”
Eden Ovadia, Co-Founder And CEO, FINNY
“One of the things that we are most proud of is a 40+ year commitment to being pioneers in our industry, for the benefit of clients. Our consistent focus on attracting new client families to the Mercer Advisors community allows us to continually deepen the value we deliver to clients, and create incredible professional opportunities for our team members. We’ve learned over several decades that organic growth results from three things: an obsession with keeping client promises, a boutique team-based culture and an ecosystem of leading service providers. In particular FINNY is allowing us to deliver on our commitment to connecting families with a hand-picked advisory team, aligned to their individual context, needs and geography. Finding the right family office team for each family is at the heart of delivering a fiduciary experience, and we are grateful for FINNY’s support in helping families find that at Mercer Advisors.”
Daniel Gourvitch, President, Mercer Advisors
