---
description: Review of Finterest Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: Finterest | Reviews, Pricing & Demos - SoftwareAdvice AU
---

Breadcrumb: [Home](/) > [Sales Engagement Software](/directory/4071/sales-engagement/software) > [Finterest](/software/551844/Finterest)

# Finterest

Canonical: https://www.softwareadvice.com.au/software/551844/Finterest

> Finterest is an AI-powered outreach automation platform designed for financial professionals. It streamlines prospecting workflows for financial advisors, wealth managers, registered investment advisors, insurance brokers, and broker-dealers. The platform consolidates various prospecting functions into a single system, reducing the need for multiple disconnected tools.

Finterest automates prospect sourcing by connecting to lead generation tools and using AI to identify prospects that match predefined client profiles. Users can build multi-step outreach sequences that execute automatically across email, LinkedIn, and phone channels with personalized messaging. The Live Actions feature provides real-time visibility into each lead's position within their outreach cadence, allowing for progress monitoring and instant triggering of next steps. Intelligent lead qualification capabilities identify responsive prospects, enabling users to remove uninterested contacts or transfer qualified leads directly to their CRM.

The platform includes enterprise security features and maintains compliance standards suitable for regulated financial services environments. Finterest also offers a native CRM, providing flexibility in managing prospecting data and workflows.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## About the vendor

- **Company**: Finterest

## Commercial Context

- **Pricing model**: Flat Rate
- **Target Audience**: 2–10, 11–50, 51–200
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- Calendar Management
- Communication Management
- Content Management
- For Sales Teams/Organizations
- Reporting/Analytics
- Sales Pipeline Management
- Workflow Management

## Integrations (11 total)

- Apollo
- Gmail
- Google Calendar
- HubSpot CRM
- LinkedIn Sales Navigator
- Microsoft 365
- Redtail CRM
- RingCentral Engage Voice
- Salesforce Sales Cloud
- ZoomInfo Sales
- monday.com

## Support Options

- Email/Help Desk
- Phone Support
- 24/7 (Live rep)
- Chat

## Category

- [Sales Engagement Software](https://www.softwareadvice.com.au/directory/4071/sales-engagement/software)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.com.au/software/551844/Finterest)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/product/551844-Finterest/> |
| en-AU | <https://www.softwareadvice.com.au/software/551844/Finterest> |
| en-GB | <https://www.softwareadvice.co.uk/software/551844/Finterest> |
| en-IE | <https://www.softwareadvice.ie/software/551844/Finterest> |
| en-NZ | <https://www.softwareadvice.co.nz/software/551844/Finterest> |

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