Finity from Lead Pilot (now Finity)

Digital marketing platform for financial advisors with content curation, email automation, lead capture, and social media integration. Includes compliance-approved content library, landing pages, and campaign analytics specifically designed for advisor marketing needs.

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More about Lead Pilot (now Finity)

Product analysis by function

Marketing Automation Systems for Business Development and Marketing

Platforms that enable targeted digital marketing campaigns, drip email programs, content distribution, and lead nurturing for prospective clients with compliance-approved materials.
More Marketing Automation Systems More Business Development and Marketing ...

Lead Management
(0 Yes /0 Known /11 Possible features)

Campaign Management
(0 Yes /0 Known /12 Possible features)

Email Marketing
(0 Yes /0 Known /10 Possible features)

Workflow & Automation
(0 Yes /0 Known /9 Possible features)

Integration Capabilities
(0 Yes /0 Known /8 Possible features)

Compliance & Security
(0 Yes /0 Known /9 Possible features)

Analytics & Reporting
(0 Yes /0 Known /9 Possible features)

Client Engagement Tracking
(0 Yes /0 Known /7 Possible features)

Content Management
(0 Yes /0 Known /7 Possible features)

User Experience & Accessibility
(0 Yes /0 Known /7 Possible features)

Scalability & Performance
(0 Yes /0 Known /7 Possible features)

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Lead Capture Forms Customizable web forms to capture lead information directly into the system.		No information available
Lead Scoring Assigns scores to leads based on engagement or quality criteria.		No information available
Lead Segmentation Ability to group leads for targeted communications based on attributes and behaviors.		No information available
Automated Lead Assignment Automatically routes leads to appropriate sales or advisory staff.		No information available
Duplicate Detection Identifies and manages duplicate lead entries.		No information available
Lead Enrichment Automatically adds supplemental data to lead profiles (e.g., financial background, demographics).		No information available
Import/Export Leads Bulk import and export of lead data in various formats (CSV, Excel, etc).		No information available
Number of Leads Supported Maximum volume of leads the system can manage.		No information available
Real-Time Lead Notifications Instant alerts when new leads are captured.		No information available
Lead Source Tracking Tracks where and how a lead originated.		No information available
Custom Lead Fields Ability to define custom data fields for unique attributes.		No information available

Multi-Channel Campaigns Support for email, SMS, social media, and other channels.		No information available
Personalization/Tokenization Dynamic insertion of personal or firm-specific info into campaign content.		No information available
Template Library Ready-made templates for common campaign types.		No information available
A/B Testing Ability to test multiple variations of campaign elements.		No information available
Campaign Scheduling Plan and schedule in advance when campaigns are delivered.		No information available
Drip Campaign Automation Automated delivery of campaign sequences based on time or user actions.		No information available
Event-Based Triggers Launch or alter campaigns based on client behaviors (e.g., website visit).		No information available
Contact List Management Organize and maintain campaign recipient lists.		No information available
Campaign Performance Analytics Detailed reporting on campaign results and engagement.		No information available
Unsubscribe/List Hygiene Tools Managing opt-outs and keeping the email list current.		No information available
Number of Concurrent Campaigns Maximum campaigns that can run simultaneously.		No information available
Approval Workflows Campaign content and flow requires approval from designated team members or compliance.		No information available

Rich Email Editor Drag-and-drop or WYSIWYG editor for email creation.		No information available
Responsive Email Design Templates and previews optimized for mobile and desktop.		No information available
Deliverability Tools Built-in checks to maximize inbox placement and sender reputation.		No information available
Bounce Management Automatic handling of hard/soft bounces and removal from future sends.		No information available
Open/Click Tracking Monitor who opens or clicks emails.		No information available
Email Throttling Controls volume/rate of outbound emails to avoid spam filters.		No information available
SPF/DKIM/DMARC Authentication Supports modern email authentication standards.		No information available
Dynamic Content Blocks Conditional display of email sections based on user data.		No information available
Send Time Optimization Automatic selection of optimal send times for highest engagement.		No information available
Email Previews Preview how email appears across devices and clients.		No information available

Workflow Builder Visual design tool to create and modify automations and sequences.		No information available
Conditional Logic Branch automations based on user actions, profile data, or events.		No information available
Task Assignment Automatically assigns follow-ups or next actions to team members.		No information available
Internal Notifications Triggers for staff via email, SMS, or in-app alerts.		No information available
External Triggers Initiate automations based on events in other apps (via integration).		No information available
Delay and Wait Steps Ability to specify time delays or wait for completion before advancing.		No information available
Re-usable Workflow Templates Pre-built automation flows for common use cases (e.g., onboarding).		No information available
Error Handling Options to manage failures in automations (e.g., fallback steps).		No information available
Workflow Reporting Analytics to monitor and optimize automation effectiveness.		No information available

CRM Integration Native or API connections to customer relationship management platforms.		No information available
Calendar Integration Integration with calendaring tools such as Outlook or Google Calendar.		No information available
Custodian/Portfolio Platform Integration Direct connection to financial data or portfolio management systems.		No information available
Contact Synchronization Two-way sync with contact books or directories.		No information available
API Availability Public or partner APIs to support customization and other integrations.		No information available
Webhooks Real-time event-driven integrations with external systems.		No information available
Zapier/Connector Support Works with integration platforms for non-technical automation.		No information available
Number of Supported Integrations Quantity of third-party tools with available native integrations.		No information available

FINRA/SEC/GDPR Compliance Tools Support for major financial and privacy regulations (logging, archiving, disclosures).		No information available
Role-Based Access Controls Granular controls for user access to features and data.		No information available
Audit Trail Comprehensive log of all changes and user actions.		No information available
Data Encryption Encryption in transit and at rest for all sensitive data.		No information available
User Authentication Multi-factor authentication and secure login options.		No information available
Data Retention Policies Controls over how long data is stored or archived.		No information available
Secure Data Export Options for encrypted download of client or marketing data.		No information available
Consent Management Tools to track and manage user marketing preferences and consent.		No information available
Anonymization/Pseudonymization Tools Ability to depersonalize data when required for compliance.		No information available

Customizable Dashboards User-defined dashboards for quick overview of KPIs.		No information available
Real-Time Analytics Live reporting on activities, leads, and campaigns.		No information available
Attribution Reporting Tracks which touchpoints drive conversions.		No information available
Funnel Analysis Visualizes where leads drop off and progress through stages.		No information available
ROI Calculation Shows financial return for each campaign and channel.		No information available
Scheduled Report Delivery Automated distribution of reports to stakeholders.		No information available
Exportable Reports Downloadable in common formats (PDF, CSV, XLS).		No information available
Custom Report Builder Flexible creator for ad hoc or bespoke reports.		No information available
Number of Standard Reports Quantity of built-in, ready-to-use reports.		No information available

Interaction History Chronological log of all communications and meetings.		No information available
Website Activity Tracking Tracks prospect/client visits and behaviors on firm sites.		No information available
Event Attendance Tracking Monitors registration and participation in webinars, seminars, etc.		No information available
Survey/Feedback Tools Collects client satisfaction or NPS scores.		No information available
Document Engagement Analytics Tracks when client-facing documents are opened or read.		No information available
Communication Frequency Analytics Monitors how often clients are contacted.		No information available
Time to Initial Response Average response time from lead inquiry to first contact.		No information available

Content Library Central repository for marketing collateral, templates, disclosures, etc.		No information available
Version Control Tracks changes and access to documents over time.		No information available
Approval Workflows Content must be reviewed/approved before use.		No information available
Search and Tagging Quickly locate and filter content by tags, categories, keywords.		No information available
Personalized Content Distribution Delivers specific content to target segments or individuals.		No information available
Integration with Client Portals Ability to publish or share content directly to portals.		No information available
Content Expiry/Retention Settings Automatic management and archiving of outdated content.		No information available

Mobile App Availability Is there a native mobile application for advisers and/or clients?		No information available
Browser Compatibility Works on all major browsers without loss of functionality.		No information available
Customizable User Interface Users can adapt layout, dashboards, and key settings.		No information available
Accessibility Compliance Supports standards for screen readers and accessible navigation.		No information available
Multi-Language Support User interface and communications available in various languages.		No information available
User Training Resources Guides, videos, or embedded help for staff onboarding.		No information available
System Uptime Average percentage of time system is available during a year.		No information available

Concurrent User Capacity Maximum number of users that can be active at the same time.		No information available
Bulk Data Handling Support for large lists, imports, and batch campaign actions.		No information available
Cloud Hosting Is the platform hosted in a scalable cloud environment?		No information available
Performance SLAs Documented guarantees on speed and reliability.		No information available
Auto-Scaling Infrastructure System can dynamically expand resources based on usage.		No information available
Data Storage Limit Maximum size of data that can be stored.		No information available
API Call Rate Limit Maximum API calls supported per second/minute.		No information available

Finity from Lead Pilot (now Finity)

Product analysis by function

Marketing Automation Systems for Business Development and Marketing

Lead Management (0 Yes /0 Known /11 Possible features)

Campaign Management (0 Yes /0 Known /12 Possible features)

Email Marketing (0 Yes /0 Known /10 Possible features)

Workflow & Automation (0 Yes /0 Known /9 Possible features)

Integration Capabilities (0 Yes /0 Known /8 Possible features)

Compliance & Security (0 Yes /0 Known /9 Possible features)

Analytics & Reporting (0 Yes /0 Known /9 Possible features)

Client Engagement Tracking (0 Yes /0 Known /7 Possible features)

Content Management (0 Yes /0 Known /7 Possible features)

User Experience & Accessibility (0 Yes /0 Known /7 Possible features)

Scalability & Performance (0 Yes /0 Known /7 Possible features)