10 +

Meetings Booked

Per Month

How Email Campaign Works

Automate Nurture & Sequence Emails To 1000s Of Leads

Use ready-to-use nurture and sequence email templates to stay in touch with your leads, educate them with value content and ask to book meetings.

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.

Build Email List

Grow list with past lead import, LinkedIn email leads and Facebook Ad leads

Nurture & Sequence Library

Use ready-to-use email from library and customize with AI or custom email

Automate Emails

Automate monthly and evergreen email using our scheduler consistently

Run Multiple Campaigns

Run multiple campaigns on different leads to drive more personalized outreach

Dashboard Data

Track key metrics, open rate, click rate, response rate, meeting rate

Optimize with AI

Review data and get AI assistant help to find areas of improvements

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

Testimonial

What they Say about
Our Services.

If you use this site regularly and would like to help keep the site
pay for the hosting and bandwidth bill.

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.

Ed Pat

Ed Pat

Life Insurance Advisor
Ed Pat

I love the dashboard metrics and action filters. It keeps my LinkedIn and Email campaigns organized. I also love content posting and scheduling, now I spend a few hours and schedule over 100 natural organic posts on LinkedIn for the entire month. That's amazing.

Judith N

Judith N

Financial Advisor
Judith N

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.

Steve W

Steve W

Tax Consultant
Steve W

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.

David G

David G

Retirement Planner
David G

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.

Ghazaleh P

Ghazaleh P

Annuity Consultant
Ghazaleh P

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.

Nancy A

Nancy A

Private Wealth Practice
Nancy A