Professional Services
FINxTIN TECH researches the decision, then builds the system so your firm converts more of the pipeline it already has.
2 minutes. No call required. We follow up with what we found.
Slow intake. Manual follow-up. Proposals that go out two weeks after the prospect already chose someone else.
At a $150/hr billing rate, 10-15 hours of admin per week is $78K-117K per year in displaced capacity.
You do not need more leads. You need to stop losing the ones you already have.
DECISION LAYER FIRST
We map where the pipeline leaks and evaluate your current CRM and tooling before configuring anything.
SLOW PROPOSAL CYCLE
Proposals go out fast. Prospects hear from you before they sign elsewhere.
ADMIN OVERHEAD
Your team does the work. The system handles the admin.
PIPELINE VISIBILITY
Every lead tracked from inquiry to signed engagement.
Ready to see where your gaps are?
2 minutes. Free. No call needed.
Which stage of your pipeline loses the most value, and whether your current tools can carry the fix.
CRM configuration · intake automation · document collection workflows · follow-up sequences · pipeline tracking
Live in 2-4 weeks
An automated system that moves leads from inquiry to engagement without manual intervention
FINxTINOS, the decision layer that governs what deserves execution, plus a written monthly review with an open exit.
Track 1: Signal Scan
2 minutes
Map where your firm sits right now. We will follow up with a brief on what we found. No call needed.
Run Your Signal ScanTrack 2: Book a Call
15 minutes
Already know you want to talk? Grab time directly. No pitch deck. Just a conversation about fit.
Book a CallAI Decision Infrastructure
The Bridge Between Your Business and the Technology It Depends On
Based in the U.S. · Serving clients across 16 verticals