Finterest is the outbound operating system for financial professionals. It sources leads from sanctioned data providers, then builds and runs personalized multichannel cadences across email, LinkedIn, and calls, with live response detection that pushes only warm leads into your CRM.
Finterest is built for the compliance surface financial professionals actually operate in. Every outbound touch is designed to be implementable in a compliant configuration, with unsubscribe handling, recordkeeping, and pre-send review built into the workflow rather than bolted on. Prospect data is sourced through official APIs and enrichment providers, never raw scraping.
Advisory teams use Finterest to replace fragmented, manual prospecting with a single system that finds the right firms, personalizes at the individual level, and keeps every outreach documented and auditable.
Finterest connects to Apollo through Apollo's official API using OAuth. Advisors authenticate their own Apollo account and keep full control of their data and usage.
Once connected, Apollo's contact and company data flows into Finterest's personalization and cadence engine. Advisors pull verified prospect data from Apollo, and Finterest turns it into individualized outreach across email, LinkedIn, and calls. The result pairs Apollo's data quality with outreach that is documented, auditable, and designed to hold up in a broker-dealer environment.
Pull verified contacts and companies from Apollo into Finterest, then launch one coordinated cadence across email, LinkedIn, and phone. Fin personalizes every message to the individual, while pre-send review, recordkeeping, and one-click unsubscribe keep each touch documented and auditable — so advisory teams move fast without leaving compliance behind.
Define your ideal client profile once; Finterest enriches Apollo-sourced prospects, ranks them against your own book, and runs them through a repeatable cadence. Live reply detection surfaces warm responses and pushes only qualified leads into your CRM — replacing fragmented manual prospecting with one system that sources, reaches, qualifies, and hands off.
Every touch initiated from Apollo data through Finterest is captured with a server-side audit trail, recordkeeping, and opt-out handling — so when compliance asks "what went out, and to whom," the record is already there.