Referrals, engineered into the product
Your best clients are your best growth channel, provided sharing you is frictionless. QR-code sharing, timed in-app prompts, and full source attribution turn organic growth into infrastructure instead of luck.
Sharing that takes seconds
QR-code introductions
Every push notification, message, and document alert comes from your firm's branded app. Your name, your colors, your voice on the lock screen clients actually check.
Timed prompts at moments of delight
Clients engage with apps that feel personal. They ignore portals that feel like utilities. A 70%+ engagement rate means important messages actually get seen.
Prospect-ready landing with booking
Every message archives to Global Relay or Smarsh in real time, so FINRA Rule 4511 and SEC Rule 17a-4 are satisfied by architecture rather than advisor behavior.
Where an engine differs from a tactic
Every share, view, and conversion tracked
Legacy Financial deployed Fynancial and saw 50% of its client base engaging daily within months. The app aligned the firm's digital body language with the quality of advice its advisors already delivered.
CRM sync for growth teams
Legacy Financial's rollout became a case study in activation. When the technology feels premium, people use it. Activation is a design problem, and Fynancial solved it.
Advisor-level organic growth visibility
Building a regional firm with national ambitions, they asked how to make this technology the core reason a client chooses them. Own the lock screen before the relationship is threatened.
