1. [Home](https://www.g2.com/) 2. ... 3. [AI Assistants for Financial Services](https://www.g2.com/categories/ai-assistants-for-financial-services) 4. [Finterest Discussions](https://www.g2.com/products/finterest/discuss) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_3801176bac51fd63db6b54e33cce1305/finterest.jpg "Product Avatar Image") ](/products/finterest/reviews) [ Finterest ](/products/finterest/reviews) (3)4.8/5 Finterest is built specifically for the regulated advisory world, where generic sales-engagement tools fall short. It combines AI lead sourcing, a visual multi-channel cadence builder across email, LinkedIn, phone, and SMS, browser calling, and Fin, an AI co-pilot that drafts, personalizes, and qualifies. It is built compliance-first, with pre-send review, audit trails, per-user data isolation, AES-256 encryption, and one-click unsubscribe, and it pushes warm leads to HubSpot, Salesforce, Redtail, and Monday.com. Finterest is not affiliated with any similarly named cryptocurrency or lending protocol. Finterest supports, and does not replace, a firm's own compliance supervision. Show More * * * ### 100.0 Nps Score Already have Finterest? ### All Finterest Discussions Search Most CommentedMost HelpfulCommon QuestionsNewest All DiscussionsDiscussions with CommentsCommon QuestionsDiscussions without Comments FilterFilter Filter byExpand/Collapse Sort by Most Commented Most Helpful Common Questions Newest Filter by All Discussions Discussions with Comments Common Questions Discussions without Comments ![Rik S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Rik S.") RS Loading... [Rik S.](https://www.g2.com/users/4287aab7-39b6-4ecf-9425-e66089f79d10 "Rik S.") • 12 days ago Business Development Business Development More Options - [ # How has Finterest balanced ease of use with updates to the user experience? ](/discussions/how-has-finterest-balanced-ease-of-use-with-updates-to-the-user-experience) Finterest has been very easy to use and a big time saver, especially for automating customer acquisition with a human touch on LinkedIn. The main challenge has been needing a bit more flexibility and clarity while updates are happening and the user experience is evolving. How have updates... [Read more](/discussions/how-has-finterest-balanced-ease-of-use-with-updates-to-the-user-experience) [ AI Assistants for Financial Services ](https://www.g2.com/tags/ai-assistants-for-financial-services) * * * (true)\<0\>0\>Upvotes (false) * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Finterest+questions+and+get+answers+from+expert+users+in+our+Finterest+Discussions+section.&title=Finterest+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Ffinterest%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Finterest+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Ffinterest%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Ffinterest%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Finterest+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Ffinterest%2Fdiscuss%0aAsk+Finterest+questions+and+get+answers+from+expert+users+in+our+Finterest+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Finterest+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Ffinterest%2Fdiscuss%0aAsk+Finterest+questions+and+get+answers+from+expert+users+in+our+Finterest+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ## Start a New Software Discussion Have a software question? Get answers from real users and experts Start A Discussion * * * ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_3801176bac51fd63db6b54e33cce1305/finterest.jpg "Product Avatar Image") ### Have you used Finterest before? Answer a few questions to help the Finterest community [ Yes ](javascript:void(0))[ Yes ](https://www.g2.com/login?context=product_review&return_to=https%3A%2F%2Fwww.g2.com%2Fproducts%2Ffinterest%2Fdiscuss%3Fsmall_ask%3Dfinterest) No ## Top Contributors in Finterest 1 ![Rik S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Rik S.") RS Loading... ### [Rik S.](https://www.g2.com/users/4287aab7-39b6-4ecf-9425-e66089f79d10 "Rik S.") Business Development 1 pt