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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.
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.
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Lead Management
(0 Yes /0 Known /11 Possible features)
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Lead Capture Forms Customizable web forms to capture lead information directly into the system. |
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Lead Scoring Assigns scores to leads based on engagement or quality criteria. |
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Lead Segmentation Ability to group leads for targeted communications based on attributes and behaviors. |
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Automated Lead Assignment Automatically routes leads to appropriate sales or advisory staff. |
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Duplicate Detection Identifies and manages duplicate lead entries. |
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Lead Enrichment Automatically adds supplemental data to lead profiles (e.g., financial background, demographics). |
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Import/Export Leads Bulk import and export of lead data in various formats (CSV, Excel, etc). |
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Number of Leads Supported Maximum volume of leads the system can manage. |
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Real-Time Lead Notifications Instant alerts when new leads are captured. |
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Lead Source Tracking Tracks where and how a lead originated. |
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Custom Lead Fields Ability to define custom data fields for unique attributes. |
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Campaign Management
(0 Yes /0 Known /12 Possible features)
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Multi-Channel Campaigns Support for email, SMS, social media, and other channels. |
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Personalization/Tokenization Dynamic insertion of personal or firm-specific info into campaign content. |
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Template Library Ready-made templates for common campaign types. |
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A/B Testing Ability to test multiple variations of campaign elements. |
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Campaign Scheduling Plan and schedule in advance when campaigns are delivered. |
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Drip Campaign Automation Automated delivery of campaign sequences based on time or user actions. |
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Event-Based Triggers Launch or alter campaigns based on client behaviors (e.g., website visit). |
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Contact List Management Organize and maintain campaign recipient lists. |
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Campaign Performance Analytics Detailed reporting on campaign results and engagement. |
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Unsubscribe/List Hygiene Tools Managing opt-outs and keeping the email list current. |
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Number of Concurrent Campaigns Maximum campaigns that can run simultaneously. |
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Approval Workflows Campaign content and flow requires approval from designated team members or compliance. |
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Email Marketing
(0 Yes /0 Known /10 Possible features)
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Rich Email Editor Drag-and-drop or WYSIWYG editor for email creation. |
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Responsive Email Design Templates and previews optimized for mobile and desktop. |
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Deliverability Tools Built-in checks to maximize inbox placement and sender reputation. |
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Bounce Management Automatic handling of hard/soft bounces and removal from future sends. |
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Open/Click Tracking Monitor who opens or clicks emails. |
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Email Throttling Controls volume/rate of outbound emails to avoid spam filters. |
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SPF/DKIM/DMARC Authentication Supports modern email authentication standards. |
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Dynamic Content Blocks Conditional display of email sections based on user data. |
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Send Time Optimization Automatic selection of optimal send times for highest engagement. |
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Email Previews Preview how email appears across devices and clients. |
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Workflow & Automation
(0 Yes /0 Known /9 Possible features)
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Workflow Builder Visual design tool to create and modify automations and sequences. |
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Conditional Logic Branch automations based on user actions, profile data, or events. |
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Task Assignment Automatically assigns follow-ups or next actions to team members. |
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Internal Notifications Triggers for staff via email, SMS, or in-app alerts. |
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External Triggers Initiate automations based on events in other apps (via integration). |
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Delay and Wait Steps Ability to specify time delays or wait for completion before advancing. |
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Re-usable Workflow Templates Pre-built automation flows for common use cases (e.g., onboarding). |
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Error Handling Options to manage failures in automations (e.g., fallback steps). |
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Workflow Reporting Analytics to monitor and optimize automation effectiveness. |
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Integration Capabilities
(0 Yes /0 Known /8 Possible features)
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CRM Integration Native or API connections to customer relationship management platforms. |
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Calendar Integration Integration with calendaring tools such as Outlook or Google Calendar. |
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Custodian/Portfolio Platform Integration Direct connection to financial data or portfolio management systems. |
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Contact Synchronization Two-way sync with contact books or directories. |
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API Availability Public or partner APIs to support customization and other integrations. |
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Webhooks Real-time event-driven integrations with external systems. |
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Zapier/Connector Support Works with integration platforms for non-technical automation. |
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Number of Supported Integrations Quantity of third-party tools with available native integrations. |
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Compliance & Security
(0 Yes /0 Known /9 Possible features)
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FINRA/SEC/GDPR Compliance Tools Support for major financial and privacy regulations (logging, archiving, disclosures). |
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Role-Based Access Controls Granular controls for user access to features and data. |
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Audit Trail Comprehensive log of all changes and user actions. |
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Data Encryption Encryption in transit and at rest for all sensitive data. |
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User Authentication Multi-factor authentication and secure login options. |
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Data Retention Policies Controls over how long data is stored or archived. |
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Secure Data Export Options for encrypted download of client or marketing data. |
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Consent Management Tools to track and manage user marketing preferences and consent. |
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Anonymization/Pseudonymization Tools Ability to depersonalize data when required for compliance. |
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Analytics & Reporting
(0 Yes /0 Known /9 Possible features)
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Customizable Dashboards User-defined dashboards for quick overview of KPIs. |
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Real-Time Analytics Live reporting on activities, leads, and campaigns. |
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Attribution Reporting Tracks which touchpoints drive conversions. |
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Funnel Analysis Visualizes where leads drop off and progress through stages. |
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ROI Calculation Shows financial return for each campaign and channel. |
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Scheduled Report Delivery Automated distribution of reports to stakeholders. |
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Exportable Reports Downloadable in common formats (PDF, CSV, XLS). |
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Custom Report Builder Flexible creator for ad hoc or bespoke reports. |
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Number of Standard Reports Quantity of built-in, ready-to-use reports. |
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Client Engagement Tracking
(0 Yes /0 Known /7 Possible features)
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Interaction History Chronological log of all communications and meetings. |
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Website Activity Tracking Tracks prospect/client visits and behaviors on firm sites. |
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Event Attendance Tracking Monitors registration and participation in webinars, seminars, etc. |
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Survey/Feedback Tools Collects client satisfaction or NPS scores. |
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Document Engagement Analytics Tracks when client-facing documents are opened or read. |
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Communication Frequency Analytics Monitors how often clients are contacted. |
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Time to Initial Response Average response time from lead inquiry to first contact. |
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Content Management
(0 Yes /0 Known /7 Possible features)
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Content Library Central repository for marketing collateral, templates, disclosures, etc. |
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Version Control Tracks changes and access to documents over time. |
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Approval Workflows Content must be reviewed/approved before use. |
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Search and Tagging Quickly locate and filter content by tags, categories, keywords. |
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Personalized Content Distribution Delivers specific content to target segments or individuals. |
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Integration with Client Portals Ability to publish or share content directly to portals. |
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Content Expiry/Retention Settings Automatic management and archiving of outdated content. |
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User Experience & Accessibility
(0 Yes /0 Known /7 Possible features)
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Mobile App Availability Is there a native mobile application for advisers and/or clients? |
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Browser Compatibility Works on all major browsers without loss of functionality. |
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Customizable User Interface Users can adapt layout, dashboards, and key settings. |
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Accessibility Compliance Supports standards for screen readers and accessible navigation. |
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Multi-Language Support User interface and communications available in various languages. |
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User Training Resources Guides, videos, or embedded help for staff onboarding. |
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System Uptime Average percentage of time system is available during a year. |
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Scalability & Performance
(0 Yes /0 Known /7 Possible features)
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Concurrent User Capacity Maximum number of users that can be active at the same time. |
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Bulk Data Handling Support for large lists, imports, and batch campaign actions. |
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Cloud Hosting Is the platform hosted in a scalable cloud environment? |
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Performance SLAs Documented guarantees on speed and reliability. |
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Auto-Scaling Infrastructure System can dynamically expand resources based on usage. |
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Data Storage Limit Maximum size of data that can be stored. |
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API Call Rate Limit Maximum API calls supported per second/minute. |
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