Stop losing the relationship between meetings
Your clients meet with their advisor two or three times a year. For the 360-plus days in between, they are largely on their own. Fynancial fills the gap with a communication experience that feels like a relationship, not a service transaction.
What changes when communication is governed
They see you. Not some other wealth brand.
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.
70% engagement vs. 5% on portals
Clients engage with apps that feel personal. They ignore portals that feel like utilities. A 70%+ engagement rate means important messages actually get seen.
Compliance without manual effort
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.
The specific communication problems Fynancial solves
"I emailed the client three times and they never responded."
Push notifications interrupt. Email competes with a hundred others. Fynancial delivers on the lock screen, where clients actually look, so the messages that matter get opened instead of buried.
"We found out an advisor was texting clients from their personal phone."
When the governed channel is faster than texting, advisors use it by choice. Fynancial is the path of least resistance, fully archived, so personal texting stops without a policy fight.
"Our compliance team can't see what's being said to clients."
Every message is captured the moment it is sent, visible in real time, with pre-approval workflows for broadcasts. Supervision is built in, not bolted on.
"Clients are confused about which app to use or where to find things."
One app, one login, everything in it. No more log into Orion, then eMoney, then email me. One destination every time, and the confusion is gone by design.
