DiscoverFIN helps you attract quality new clients and team members, and convert them into event attendees and appointments.

How Fin WORKS

Wearable Tech

Your FIN card and bracelet makes it very easy to share your FIN link with prospects.

Live Dashboard

Track all your leads and get all the data you need to help you with follow up.

Automated Emails

Our emails are designed to help you get more registrations for your events.

Social Media Content

Add your own branding to our social media templates so you can drive online traffic to your FIN link.

Custom FIN Web App URL

Each rep receives a custom FIN link. As an admin you can customise each URL for each rep.

Access & Edit Social Media Content

Access different templates from our content library, add your own branding and upload the images on your social media to drive traffic to your FIN link.
Included with all plans

Electronic Bracelet

With the NFC-equipped, silicone bracelet you can instantly share your FIN link with anyone you meet just by placing your bracelet close to their smartphone
Included with all plans

Electronic Business Cards

With your NFC embedded and QR-equipped, scratch-resistant polyvinyl card you can share your FIN link with anyone you meet by placing the card near their smartphone.
See PLans

Pricing

Monthly
Yearly
PLAYER
$29.95 /month*
No setup fee.
optional addon
Nurturing email campaigns based on route $9.95 / month

Registration link to events or webinars.

* $49 set up fee and $4.95 / month
Try for free!
Your own DiscoverFin link
Unlimited FIN page use.
Contact info emailed to you
Dashboard
Basic Nurturing Email Campaigns
No connection to landing page
Start your 7 Day free trial.
FinTAP
$79.95 /month*
+ $250 one time setup fee*
optional addon
Up to 20 sub-links that can be used by new reps getting started. $19.95/mo* $200 annual

*same as Coach sublinks. These sublinks do not get photos in email or special domains.
Buy Now
Your own DiscoverFIN link
Unlimited FIN page use.
Contact info emailed to you
Dashboard
Nurturing email campaigns
Connect to your landing pages
Follow up emails to register for your webinar (EverWebinar Users ONLY)
Your photo in emails
A video from you in one email
Special domain name
$100 off to any new customer of Andrilla.net to build a new landing page
Access to Lost Millionaire and other graphics to use for your financial events.
Access to 2 financial GPS videos.
COACH
$59.95 /month*
+ $250 one time setup fee*
optional addon
Up to 10 sub-links that can be used by new reps getting started.

$19.95/mo* (or $200 annual)

Each sublink can be assigned to reps you are field training or are early on in the business and need a lot of your help. There are no set up fees for their pages. You can enter URL’s that are related to their pages. The sooner your reps have at least one page with their photo on it, etc the better. Then let FIN help them build their team and client base. Sublinks include nurturing emails.
Buy Now
Your own DiscoverFIN link
Unlimited FIN page use.
Contact info emailed to you
Dashboard
Nurturing email campaigns
Connect to your landing pages

What is FIN?

Frequently Asked Questions

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What is DiscoverFIN?

DiscoverFIN is a fun web app that helps you generate new leads for your financial services business.

How all this mistaken idea of denouncing pleasure?

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Scale Your

Transforming the Way Advisors Prospect.

We provide a versatile marketing system for financial professionals to grow their business fast.

FEATURES

Coming soon

Personal Finance App

We curate daily personal finance content through the feed, enable prospects to watch videos, give free access to a budgeting tool and a direct chat interface with a financial advisor.

Lead-capture Web App Links

Web app links to help you generate, qualify and close more recruits and clients.

Social Media

Schedule and post FINRA/SEC compliant content in finance, investing, insurance etc.

Wearable Tech

Rocket-speed prospecting with NFC-embedded FIN bracelets.

Video Marketing

Research driven video content to help you build trust with your prospects.

Email Automation

Pre-designed campaigns that automatically send campaigns to your prospects based on the actions they take on your web app links.

Integrated Landing Pages

All your lead-capture web app links come integrated with landing pages to help you get more appointments.

Coming soon

Advisor App

The DiscoverFIN APP for advisors is the easy-to-use control room for your DiscoverFIN marketing software.

Coming soon

Personal Finance App

We curate daily personal finance content through the feed, enable prospects to watch videos, give free access to a budgeting tool and a direct chat interface with a financial advisor.

Lead-capture Web App Links

Web app links to help you generate, qualify and close more recruits and clients.

Social Media

Schedule and post FINRA/SEC compliant content in finance, investing, insurance etc.

Wearable Tech

Rocket-speed prospecting with NFC-embedded FIN bracelets.

Video Marketing

Research driven video content to help you build trust with your prospects.

Email Automation

Pre-designed campaigns that automatically send campaigns to your prospects based on the actions they take on your web app links.

Integrated Landing Pages

All your lead-capture web app links come integrated with landing pages to help you get more appointments.

Coming soon

Advisor App

The DiscoverFIN APP for advisors is the easy-to-use control room for your DiscoverFIN marketing software.

OUR PRODUCTS

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A SMALL TAGLINE HOOK

The FIN System

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  • 5 Lead Generating app links
  • 5 Video Marketing app links
  • Embedded appointment/landing page
  • Social Media Content
  • E-mail Automation
  • Leaderboard
  • Wearable Tech - FIN bracelets
A SMALL TAGLINE HOOK

FIN

Lorem ipsum dolor sit amet, consectetur adipiscing elit adipiscing mattis ultrices pellentesque sagittis quam urna.
  • 5 Lead Generating app links
  • 5 Video Marketing app links
  • Embedded appointment/landing page
  • E-mail Automation
  • Leaderboard
  • Wearable Tech - FIN bracelets
A SMALL TAGLINE HOOK

Social Media

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  • Schedule all your social media content for Facebook, Instagram & LinkedIn

TRY THEM YOURSELF

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FIN Lead Capturing

Try it now

Video Lead Capturing

Try it now

Dashboard

Try it now

“The FIN software is a total game changer”

For years we’ve been looking for a simple and easy process that walks a person through the education of what we do to the end result of getting a coach to help them implement it. Knowing that we have a way to share our education faster and easier expands your mindset on what our business could be. Truly, we haven’t even scratched the scratch on the surface of what’s possible!

John Puritz
San Francisco, US
Testimonials
Don't take our word for it, take theirs.

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“FIN is an amazing tool"

I've been with the company for over 15 years and I have to say The FIN Link has revolutionized my business.   It has made Prospecting so much easier and saves a ton of time when it comes to meeting with prospects.   You will know from the onset what a person has interest in on the first appointment.  I love the fact that the prospect can "book" their own appointment in your calendar. FIN is an amazing tool.

Robert Nelson
Texas, US
Blogs
Learn why Finance is the right choice for you
See More Blogs

Secure payments

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Read More

Secure payments

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Read More

Secure payments

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Read More

Still not convinced?

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Job board
Join our great team of great Individuals building next-gen Financial Products

Flutter Developer

Apply Now

Backend Developer

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Senior UI/UX Designer

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MING SOON

A tool that significantly improves financial decision-making.