Tag: Marketing Technology
The WealthStack Podcast: Why FINNY AI is Rethinking Wealthtech Pricing

The WealthStack Podcast: Why FINNY AI is Rethinking Wealthtech Pricing

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Financial advisors are investing in more technology than ever, but many are questioning whether traditional software pricing models actually align with the value those platforms create. As artificial intelligence changes what software can deliver, many firms are reconsidering how technology providers should be connected to the growth they help create.

In this episode of The WealthStack Podcast, host Shannon Rosic sits down with Eden Ovadia, CEO and co-founder of FINNY AI, to explore the firm’s shift from traditional software subscriptions to a pay-as-you-grow model. They discuss how AI is changing expectations for technology providers, why outcome-based pricing may create stronger alignment between vendors and advisors, and how FINNY is approaching growth attribution, advisor partnerships and the future of wealth technology.

Key takeaways:

  • How FINNY moved away from traditional seat-based pricing toward an outcome-based approach
  • Why AI is changing the relationship between advisors and the technology platforms they use
  • How pay-as-you-grow pricing connects technology costs with advisor growth
  • Why attribution and measurement are important parts of technology partnerships
  • How FINNY is building a platform around helping advisors identify growth opportunities

Resources:

Connect with Shannon Rosic:

Connect with Eden Ovadia:

About Our Guest:

Eden Ovadia is the CEO & Co-Founder of FINNY, a technology platform designed to help financial advisors grow their firms through AI-powered tools, data, and marketing capabilities. Eden focuses on how advisor technology companies can better align their success with the growth outcomes advisors are trying to achieve. Through FINNY’s pay-as-you-grow model, Eden is helping rethink how wealth technology companies approach pricing, partnerships, and measurable advisor growth.

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The WealthStack Podcast: AI’s Role in RIA Growth with John Wernz

The WealthStack Podcast: AI’s Role in RIA Growth with John Wernz

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Artificial intelligence in wealth management is moving beyond productivity hacks and into the heart of organic growth. For advisors, the next opportunity is not simply creating more content faster, but building smarter growth engines that connect marketing, client engagement, intent signals, referrals, personalization and measurable business development outcomes.

In this episode of The WealthStack Podcast, host Shannon Rosic sits down with John Wernz to explore how AI is changing advisor marketing, where firms should focus now, and why the future of growth may depend on becoming more human, not less.

Key takeaways:

  • How AI is shifting from efficiency tools to direct organic growth drivers
  • Why advisor marketing is moving from point solutions to connected growth platforms
  • How AI notetakers are evolving into workflow and referral intelligence tools
  • Why AEO and GEO are changing how firms get discovered by prospects
  • How firms can measure whether AI is creating real growth or just more activity

Resources:

Connect with Shannon Rosic:

Connect with John Wernz: 

About our Guest: 

John Wernz is a growth strategist, advisor, investor, and marketing leader with more than 25 years of experience helping financial services firms drive organic growth. Throughout his career, he has held leadership roles with organizations including Fisher Investments and Wealth Enhancement Group, where he helped support significant growth initiatives. Today, he advises private equity-backed firms, wealth management organizations, and fintech companies on marketing, business development, technology, and growth strategy. Known for combining data-driven decision-making with a deep understanding of client relationships, John focuses on helping firms adapt to changing market dynamics, emerging technologies, and evolving client expectations.

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