Battle Card: FINNY AI Inc – Pipeline-Boosting Insights

🚀 Battle Card: FINNY AI Inc.

• John Wernz, Partner and Strategic Advisor at Mission Wealth · 🔗 LinkedIn

• Justin Barish, Chief Marketing and Digital Officer at Lido Advisors · 🔗 LinkedIn

• This FINNY sales trigger underscores the push for enhanced data-driven outreach and brand scalability. → Source

• Scaling personalized advisor outreach without ballooning headcount

• Building a unified marketing tech stack around AI-driven insights

• Primary: Marketing Automation Integration via your platform → Streamline multi-channel campaigns and leverage advisory board expertise

• Expansion: Advanced Analytics & Personalization Engine → Deepen engagement with high-intent prospects and measure campaign ROI

• HQ: New York, NY

• Employees: ≈ 30

• Rev: ≈ $1.2 M

• Website: finny.com

🤼 Competitive Intel

• HubSpot — Marketing Automation
• Unique edge: All-in-one CRM and content tools
• Evaluated by CMO for ease of use and integration

• Adobe Marketo — Lead Management
• Unique edge: Enterprise-grade campaign orchestration
• Evaluated by VP Marketing for scalability

• Pardot — B2B Marketing Automation
• Unique edge: Native Salesforce ecosystem fit
• Evaluated by CTO and Ops for data sync reliability

• Iterable — Cross-Channel Engagement
• Unique edge: Real-time personalization at scale
• Evaluated by Digital Officer for AI-driven messaging

• Mailchimp — Email & CRM
• Unique edge: Cost-effective entry-level solution
• Evaluated by Finance for budget alignment

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑<your company>❑
OFFER_BRIEF   = ❑<1-line value>❑
PROOF_METRIC  = ❑<metric>❑
CTA_STYLE     = ❑quick_call | case_study❑
TONE          = ❑friendly | punchy❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Justin
COMPANY     = Lido Advisors
DEPT        = Marketing
SIZE        = ≈ TBD
BOTTLENECK  = scaling personalized advisor outreach
EVENT       = advisory board additions
DETAIL      = advisory board additions from Mission Wealth and Lido Advisors
PAIN        = inability to engage high-intent prospects at scale
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20251029428235&div=41152219
SIM_CO      = Integrated
WIN_METRIC  = 30% higher engagement
NEXT_SIZE   = ≈ TBD
EMP_EST     = ≈ TBD
REV_EST     = ≈ TBD

────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: ≈ TBD-person Marketing

Justin—noticed your Marketing team is ≈ TBD.

That’s when scaling personalized advisor outreach slows growth.

We helped Integrated fix this with ❑<1-line value>❑.

Result: 30% higher engagement.  
Quick call?

PS—next bottleneck hits ≈ TBD.

DM ≤45 words, TONE:
Saw your post about advisory board additions from Mission Wealth and Lido Advisors — inability to engage high-intent prospects at scale.  
❑<1-line value>❑. ❑<metric>❑.  
Quick chat?