FINNY featured its AI-powered Hunter marketing platform in a live on-stage demo at the Charles Schwab AI Summit, highlighting real-time campaign creation for financial advisors. The tool completed a full workflow in under five minutes of a 13-minute slot, underscoring its speed and automation capabilities.
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During the demonstration, Hunter generated a campaign concept, scanned related news, and tailored outreach to a specific advisor audience using an individual advisor’s profile. It also produced personalized message drafts and previews for specific recipients, positioning the tool as a high-automation solution for lead generation and targeted marketing.
The platform was shown to be one click away from launching outreach to high-intent leads, suggesting a streamlined path from campaign design to execution. This level of integration may enhance advisor productivity by reducing manual effort in segmentation, content creation, and follow-up.
FINNY noted that Hunter is already live in production and continues to improve in speed and performance, signaling ongoing investment in AI development. By focusing on scalable, personalized marketing for wealth managers, the company is aiming to strengthen its competitive edge in advisor-focused technology and support recurring, SaaS-style revenue opportunities.
These advancements could make FINNY a more attractive partner for large broker-dealers, custodians, and other distribution platforms that curate advisor tech ecosystems. Overall, the week’s developments showcase FINNY’s push to commercialize robust AI capabilities and reinforce its positioning in the advisor marketing and automation space.