Finny with Eden Ovadia | E409 скачать в хорошем качестве

Finny with Eden Ovadia | E409

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