Grow online with client feedback

Jeremy Keil CFP®, CFA, CIMA®

I've been calling online leads for 5 years and have been tracking conversions and appointment ratios the entire time. Indyfin has exceeded those benchmarks even though the prospects aren't speaking with the lead advisor immediately. They are helping me close more prospective clients while freeing up my time to work with clients.

Scott Hamilton CFP®, MBA

Indyfin solves the problem of finding qualified prospects at the exact moment the prospect is ready to make the purchase decision. While providing a great customer experience and leveraging tech to scale.

Neil Krishnaswamy CFP®, EA, RICP®

As a former technology professional myself, I'm impressed with the advanced systems the Indyfin team has put in place to help advisors find and nurture ideal clients. The team is also committed to the concept of continuous improvement. They engage deeply with me to find out what is working and what is not. But they don't just sit on conceptual ideas. They put them into action. They've also helped me identify several blind spots in my own sales process that ultimately lead to better messaging with prospective new clients. I feel fortunate to have this partnership with Indyfin and highly recommend their services to financial advisors.

Fredrick Standfield CFP®, CPA

Indyfin has built an advisor focused solution that enables me to easily gather and share client feedback in the future. This helps build trust with prospects and provides client ratings that are the standard on many consumer facing ecommerce platforms

Jim Hagedorn CFA

Indyfin has planted a lot of seeds for us by connecting us to various prospects through the platform. Some have matured quickly, and we immediately gained new business; however, we have found over time that the early connections that we made through Indyfin have grown into substantial new clients. In fact, we recently closed a $20 million family and attribute that to Indyfin's comprehensive approach.

Philip Snyder CFA

Indyfin is a value-added partner because they prospect and screen people who are a great fit for my business. They follow up in a timely manner throughout the sales process in addition to educating the prospect. They created easy to use processes and technology to communicate effectively between the three parties (prospect, Indyfin, advisor).

Grant Maddox CFP®

Indyfin has greatly assisted us in our mission of expanding the accessibility of quality financial planning. By providing a great quality service, users have felt comfortable connecting with us, and this has, in turn, allowed us to scale as a firm.

Peter Lusk MBA

Indyfin has become an essential partner in my company's growth! Client referrals have always been the best way to win new business and the team at Indyfin are amazing at helping do just that. The client feedback and testimonials have been enlightening to me as an advisor, and Indyfin's technology and processes are incredibly helpful for a small firm like mine. Value for money Indyfin is my best service provider because our interests are aligned and they really know what they are doing!