20 +

Years Experience

We Just Big Achived

About Fintello

We built our product for growth focused financial advisors.

We have helped over 600 financial advisors since 2018 generate leads and get clients with social media.

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.

Smart Lead management

Social media prospecting requires a large volume of leads, long lead conversion journeys where traditional CRM fails. Manage all your leads in one place across all campaigns, source and build a humanized lead profile.

Smart Content scheduler

Social media content is a real challenge. Post months of content in hours with our smart AI scheduler, model our proven templates, track performance and re-use proven posts in seconds. Do more with less.

LinkedIn outreach campaigns

With over 700 million users, LinkedIn is the king of business prospecting, but most people struggle with dumb volume automation. Add 300 connections &15-20 appointments each month with systemized human conversations.

Facebook Ad campaigns (coming soon)

With over 2.9 billion users, Facebook has the best in class algorithm for finding high intent inbound leads for all niches. Launch and manage ads in a few clicks using our blueprint developed by spending $500k of our money.

Smart Email automation (coming soon)

Emails are the most proven marketing channel, but most email automation systems fail due to lack of central lead management. Send cold emails, campaign emails, nurture value emails and track open, clicks all from lead profile.

Website and Funnels (coming soon)

Old websites are dead and complex funnels are dead. Build a simple SEO-supported website and funnel to build your brand, add value to your market with good blog content and generate leads all in one place.

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

Faq

General Questions
Frequently Asked Questions?

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There are many variations of passages of Lorem Ipsum available but the majority suffered is alteration in that words which don't look even slightly believable. If you are Lorem Ipsum you need to be sure there isn't anything ready too much embarrassing.

There are many variations of passages of Lorem Ipsum available but the majority suffered is alteration in that words which don't look even slightly believable. If you are Lorem Ipsum you need to be sure there isn't anything ready too much embarrassing.

There are many variations of passages of Lorem Ipsum available but the majority suffered is alteration in that words which don't look even slightly believable. If you are Lorem Ipsum you need to be sure there isn't anything ready too much embarrassing.

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