Finny with Eden Ovadia | E409

Описание: In this episode of FinTech Impact, host Jason Pereira talks with Eden Ovadia, CEO of Finny, a platform designed to help financial advisors grow their businesses organically. Eden shares the origin story of Finny, highlighting how his background in tech and private equity led to the creation of a data-driven solution for prospecting growth. The discussion explores how Finny leverages big data and machine learning to identify potential prospects and detect client intent signals, enabling advisors to effectively match with their ideal clients. Eden also discusses the company's roadmap and the importance of helping advisors articulate their value propositions.

This episode is a must-listen for financial advisors seeking to enhance client acquisition, share of wallet, and retention through advanced, data-driven strategies.

Episode Highlights:
00:00 Introduction to FinTech Impact
00:25 Meet Eden Ovadia and Finny
00:47 The Origin Story of Finny
02:35 Cracking the Nut on Organic Growth
03:28 Big Data and the Surveillance Economy
05:01 How Finny Works for Advisors
06:14 Challenges and Learnings
09:40 Future Roadmap and Innovations
13:51 The Future of Financial Advisory
19:28 Final Thoughts and Conclusion

Resources:
Jason Pereira's Facebook -   / jason.pereira  
Jason Pereira's LinkedIn -   / pereirajm  
Sponsor - http://Woodgate.com
Finny - https://finny.com/
Eden Ovadia’s LinkedIn -   / edenovadia