Unified Compliance

Provide pre-approved marketing materials

Make it easy for advisors to use pre-approved marketing materials and free up compliance resource with unified compliance dashboard to review advisor specific changes. Empower advisors by making marketing less administrative and manage all compliance approval in one place.

Share Campaigns

Share proven campaigns across all advisors and teams

Marketing is a combination or art and science and sharing proven campaigns with other advisors can save them significant time to avoid costly marketing mistakes. Firm owner can control and share campaigns with different level of advisors and use data analytics to improve performance across advisors.

Content Marketing

Build your brand with content on social platforms

Use our ready to use content library, daily updated posts, AI assistance to write and re-write posts, use our image library plus personalize any posts to build your authentic brand. Use our data dashboard and recommendation engine to gain over 20,000 to 40,000 impressions across multiple social platforms.

Lead Generation

Launch LinkedIn Message & Facebook/IG Ad Campaigns

Launch powerful lead generation campaigns from our proven library of LinkedIn outbound and Facebook Ads inbound campaigns for Investment and Insurance. Build your response track using our templates plus AI assistant. Stay on top of lead response and drive them to booked appointments. 

Websites & Funnels

Build lead generating websites and funnels

Create modern websites that is not just information only but gives enough value to vision to convert into leads with multiple lead magnet opt-in. Launch advanced funnels in few clicks and start generating lads on auto-pilot from our omni-channel campaigns. Track all data and optimize with AI assistance.

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.

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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.

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