The Challenge: High-Velocity Growth Constrained by Data Quality

Finny operates a high velocity sales motion. Austin Guest, leading their go-to-market efforts, manages an exceptionally demanding demo schedule - a pace that leaves minimal room for manual list building, data cleaning, or CRM inefficiencies.

The requirement was straightforward: identify growth-mode advisors, surface strong-fit signals, and sync directly into HubSpot - all without adding friction to an already demanding workflow.

Before AdvizorPro, data inconsistencies and manual exports created bottlenecks that didn't align with Finny's operational tempo.

"I need the data to be very accurate. I need it to be very relevant. It lets me be very specific, which makes me very efficient."
— Austin Guest, Finny

The Solution: Intelligence-Driven Targeting With Zero-Friction Automation

AdvizorPro delivered what other data vendors couldn't: precision targeting backed by seamless CRM integration designed for high-throughput teams.

Finny’s transformation highlights trends echoed in AdvizorPro 2025: How Distribution Teams Won This Year, where data quality and automation separate fast-growing teams from those constrained by manual workflows.

What Finny leverages:

• Granular segmentation across AUM bands, custodians, technology stack, and growth indicators
• Direct HubSpot sync that eliminates manual uploads and maintains data integrity
• Pre-call intelligence that provides instant context on firm profile, client base, and growth trajectory
• Automated workflow triggers that power continuous outbound without manual intervention
• Rapid search and filtering, powered by innovations described in AdvizorPro Enhances Searching Capabilities with AI Search

The workflow transformation was immediate:

"It is so easy even I can do it. I can run a search in about a minute and a half. Then I press a button and let the integration push people into HubSpot for me."

This efficiency extends beyond list building. AdvizorPro's firmographic data enables Austin to personalize every conversation before it begins.

"That 60 to 90 seconds of research makes all the difference. AdvizorPro tells me who they are and who they serve before I get on the call."

The Results: Pipeline Velocity That Scales With Precision

The impact showed up where it matters most: conversion rates, pipeline quality, and speed to revenue.

Key outcomes:

• 5 outbound meetings booked before lunch on peak days - a direct result of targeting accuracy and message personalization
• Sub-2-minute list building that supports 20+ daily demos without operational strain
• Higher demo quality from data-driven personalization that creates high-intent conversations
• Predictable pipeline growth powered by automation that runs independently of manual effort

"There was a day I booked five outbound meetings before lunchtime. No exaggeration. That says more about AdvizorPro than anything else."

The competitive advantage isn't just speed - it's the ability to operate at scale without sacrificing relevance.

"The level of tailoring and personalization I can do because of the data you give me genuinely moves the needle."

Why This Matters for Distribution Leaders

Finny's success illustrates a fundamental shift in how modern go-to-market teams operate: data quality and automation aren't just efficiency gains - they're strategic advantages that determine who can scale and who can't.

For distribution and marketing leaders managing complex advisor channels, the implications are clear:

• Manual workflows create hard ceilings on growth
• Generic targeting dilutes messaging effectiveness and wastes rep capacity
• CRM friction compounds over time, creating hidden operational costs

AdvizorPro removes these constraints by delivering what enterprise teams need to execute at scale: clean data, intelligent segmentation, and automation that works.

"AdvizorPro helps you find the people you want to target. You target them in a granular way, and you do it easily. It pulls them out, and then it is up to you to get to work."

About Finny

Finny enables financial advisors to launch personalized, automated prospecting campaigns across email and LinkedIn using proprietary audience profiles and behavioral insights.

About AdvizorPro

AdvizorPro is the advisor intelligence platform built for asset managers, wealthtechs, and distribution teams that need to identify, prioritize, and engage financial advisors at scale. With verified firmographic data, advanced segmentation, TrafficIQ visitor intelligence, and native CRM integrations, AdvizorPro powers the go-to-market strategies of leading firms across the wealth management ecosystem.

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