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Our product is built on listening to financial advisors’s marketing challenges. We then design a solution, test it and give it to real advisors and then keep improving. This is how fintello is built.
Our vision is to empower advisors by giving them “their voice” to share their message and change the world. Marketing is a must-have tool to uniquely position your brand to your ideal customer.
Our mission is to solve the “financial literacy” challenge. We do this by partnering and empowering financial advisors who have the same mission with better technology and educational marketing.
Our company is built on the first principle of physics. We are problem solvers and take an engineering approach to marketing. We use a blend of technology, human psychology and education.
We made a decision to focus on helping financial advisors and insurance agents. Released our first flagship training, coaching social media marketing program.
We crossed 500 financial advisor student milestone in our program with 100s of success stories of financial advisors driving AUM and Insurance growth from social media.
We made a big bet to build our propreitery software, fintello, with a vision to be one-stop AI platform that will make it easy for advisors to run in-house digital marketing.
Most comprehensive marketing feature set - Content, Emails, Website, SEO, LinkedIn Messaging, Facebook Ads, Funnels, AI Assistant, 3rd Party Integration, 5 Social Media Platforms.
We continuously test new and existing marketing campaigns to provide the best and high performing campaigns that are ready to use with full flexibility to be personalized.
Good marketing is a combination of "art" and "science". We just advanced data analytics with our global-local data model to provide easy to make decision on real time data.
An effective marketing must be tailored on 2 key factors - the Advisor & the Client/Lead. Our ChatGPT AI Assistant helps advisor with the right marketing to right client at the right time.
A great marketing cannot be build just with best technology but it requires best in class training, coaching, support and power of community. Technology + Training + Community = Success.
Your marketing is not a support function but core. We help you implement and operate your marketing with your expert team in the best "done-with-your" model for long term success.
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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.
Deepak Patel