Prospecting
Dispatches on prospecting for AI agents in financial services.
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Dispatches on this topic
- FINTRX's Fin doesn't wait to be asked. The job its CEO names is pulling lists by hand.
On 10 September FINTRX shipped Fin, an agent that watches 850,000 firms and contacts and pushes prospect lists, alerts and meeting prep into email, Slack, Teams and calendars before anyone asks. The push tier comes standard with every subscription, and talking back is the premium tier. What it destroys is the morning list-build. What it takes on is deciding what a sales team looks at first, and nobody has published how often it's right.
- The flat fee averaged a 200x spread in outcomes. FINNY replaced it with 20 basis points.
FINNY dropped its $6,000–$12,000 flat subscription for $50 a month plus ~20bps on the assets its agent actually gathers, charged only while those clients stay. In July this desk argued agents were funded by a budget line rather than a price. Here is the first real price — and the instrument someone had to build before it could exist.