finnovest

https://www.jpost.com/consumerism/article-862715

Tal Brockmann, Finnovest CEO: “Retail investors evolved -ex | The Jerusalem Post Tal Brockmann, Finnovest CEO: “Retail investors evolved -executing orders alone isn’t enough”Tal Brockmann, CEO and founder of Finnovest(photo credit: TEL AVIV-JAFFA MUNICIPALITY)

Markets are wild. Clients are worried. And you can't clone yourself.
Every advisor we talk to says the same thing: "My phone's blowing up. Clients are anxious. I want to help everyone, but I just can't keep up."
In this environment, everyone wants personalized advice, not just market headlines or generic content. They want real answers for their specific portfolio.
The Challenge: How do you reach thousands of clients simultaneously while providing meaningful guidance that prompts action?
💡 That's where Finnovest comes in. We're the only platform that lets advisors and institutions deliver personalized, in-app, real-time investment advice to all their clients at scale.
🔹 One message, tailored to each client's unique portfolio
🔹 OneTap functionality to execute - even for complex multi-action trades
🔹 And here's what we're seeing: 50% average conversion rates across our advisor network. Our clients aren't just opening messages, they're acting on the advice. That kind of engagement translates directly into satisfaction, trust, and long-term loyalty.
In volatile times like these, your clients don't need more noise. They need you - multiplied by a thousand. And with Finnovest, that's exactly what they get.
Curious how we're transforming client engagement? Let's connect.