FREE Training
15 +

Appointments

Per Month

How Lead Managment Works

Manage 1000s Of Leads From Multiple Social Platforms

Build an enriched lead profile and gather demographic and behavior data, manage the lead journey, segment leads, and communicate across multiple channels.

Financial Advisors

Generate AUM, Retirement Planning & Financial Planning leads and appointments.

Insurance Agents

Generate Life Insurance, IUL & Annuity leads and appointments.

Our features

Everything in one place.

You need all the marketing, sales and lead management in one place. That's what we built.

Centralized Lead Managment

Manage leads from LinkedIn, Facebook, Emails, etc. all in one place

Enriched Lead Profile

Humanize lead profile with picture, demographics, behavior, and AI scoring

Multi-Channel Communication

Communicate across Messages, Emails, SMS, etc. to advance lead followups

Smart Action Filters

Use smart filter to follow with hot leads to drive conversation and book meetings

Lead Automation

Build your lead list with automated LinkedIn, Facebook Ads and Posts

Lead Data Integration

Move leads to your CRM and Client management systems at any stage

Want to see if fintello can help you take your online marketing to the next level then

Click the link and book a call or Call : 847 450 0481
Book a Demo Session

Testimonial

What they Say about
Our Services.

We continue to work closely with our advisor clients to get them results.

More Testimonial
Ed Patt
Ed PattLife Insurance Advisor
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I tried multiple LinkedIn automation tools but getting data organized was a real challenge, plus there was no help with conversation. The fintello templates allow me to systemize my LinkedIn outreach, Facebook ads, Emails and having all in one lead management is a super power.
Judith N
Judith NFinancial Advisor
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I tried multiple LinkedIn automation tools but getting data organized was a real challenge, plus there was no help with conversation. The fintello templates allow me to systemize my LinkedIn outreach, Facebook ads, Emails and having all in one lead management is a super power.
Steve W
Steve WIndependent Advisor
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I have used multiple CRM and marketing automation tools to generate leads but integration was a real nightmare. Now I see fintello has a simple one stop solution and these guys use their own product so they build the entire process focusing on appointments, which is what I want.
David G
David GRetirement Planner
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I used LinkedIn and Facebook ads in the past with Deepak's (the founder of fintello) program and recommended tools, but now that they have built fintello, I find it super easy to launch my LinkedIn campaigns and Facebook ads will be amazing. The mobile app that is being built will be a killer app, having all the leads from LinkedIn, Facebook ads, email nurture and even SMS followup, all from one app will be like a dream come true.
Ghazaleh P
Ghazaleh PAnnuity Consultant
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I never had success with LinkedIn before fintello and what I like about it is that it is a powerful tool but has amazing support. I have access to emails, live calls, chat and Facebook group to get help and they respond fast. Also, the training modules are super valuable and the LinkedIn Algorithm Basic program allowed me to get my LinkedIn process working. The product is getting better day by day as the founder uses their platform which is super cool.
Nancy A
Nancy APrivate Wealth Practice
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I have worked with Deepak and his team on his program and the process worked very well to drive appointments, but there was a real issue with managing all the marketing and sales processes. Now fintello makes it easy to launch LinkedIn and Facebook campaigns and track all lead metrics and data in one place. I plan to soon move my website and build a funnel all in one place. I can now spend more time with my clients and service delivery with one tool.

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fintello is a software platform and brand name owned and operated by Core Funnels Inc. Core Funnels Inc is the sole legal entity responsible for the operation of fintello. Each reference to “fintello” throughout this website refers to the products, services, and intellectual property of Core Funnels Inc. Core Funnels Inc is legally separate and independent from any other organizations or entities.