FynancialChief Product Officer
Jan. 2022Lexington, Kentucky, United StatesFynancial is the world's first Social Financial Platform (SFP) that combines traditional wealth management tools with modern social engagement features. Fynancial is a platform designed for financial advisors. The main idea behind Fynancial is to help wealth managers adapt to the changing landscape of the industry, which is facing significant challenges. The platform allows financial advisors to offer more than just investment management and financial advice, which is becoming increasingly necessary for survival in the industry. The Fynancial platform provides a mobile experience for clients, who are spending an average of 5 hours a day on their phones. The platform aims to mimic the seamless convenience, social interactions, and easy access to information that clients have become accustomed to with other mobile apps. The key selling point of Fynancial is that it was built by financial advisors for financial advisors. The platform is designed to make client retention easier by adding more value and creating a personalized digital experience. This way, financial advisors can meet the increasing expectations of their clients.