AI Powered Relationship Intelligence For Financial Professionals.
Discover how Relationship Path leverages your network to surface warm introduction opportunities for you and your team.
Engineered to connect you with the companies and individuals that matter most...
RELATIONSHIP PATH POWERED BY FINTRX AI
Turn Your Relationships Into Warm Introductions & More Meetings
Tired of cold outreach? Meet Relationship Path, powered by FINTRX AI. This next generation relationship intelligence technology uses AI and machine learning to analyze your network and your team's connections to uncover the most effective paths for warm introductions.
Relationship Path empowers you and your team to connect with the companies and individuals that matter most.
1
Import Your LinkedIn Connections
![RP Import LinkedIn GIF](https://www.fintrx.com/hubfs/RP%20Import%20LinkedIn%20GIF.gif)
2
Find Warm Introduction Opportunities
![Relationship Mapping - FINTRX](https://www.fintrx.com/hubfs/RP%20AI%20Search%20GIF2.gif)
3
Pull In Your Teammates Network
![fintrx relationship path feature](https://www.fintrx.com/hubfs/RP%20Teammates%20GIF.gif)
4
Find Your Best Path
Into Key Firms and Contacts
![relationship path mapping connections](https://www.fintrx.com/hubfs/RP%20Intro%20Request%20GIF.gif)
Embrace the Next Generation of AI-Driven Relationship Intelligence...
Relationship Path, Powered by FINTRX AI
Leverage your network to uncover warm introductions...
![AI relationship mapping, FINTRX](https://www.fintrx.com/hs-fs/hubfs/8-2.png?width=1042&height=648&name=8-2.png)
Tap into key members of your team to book more meetings...
![find fintrx relationships with your network](https://www.fintrx.com/hs-fs/hubfs/9-2.png?width=1042&height=648&name=9-2.png)
Use your network to target specific firms with precision...
![map your network, fintrx](https://www.fintrx.com/hs-fs/hubfs/7-4.png?width=1042&height=648&name=7-4.png)
Keep tabs on your network with AI powered alerts...
![9-3](https://www.fintrx.com/hs-fs/hubfs/9-3.png?width=1042&height=648&name=9-3.png)
Try Relationship Path today!
![3-3](https://www.fintrx.com/hs-fs/hubfs/3-3.png?width=970&height=750&name=3-3.png)
![4-4](https://www.fintrx.com/hs-fs/hubfs/4-4.png?width=970&height=750&name=4-4.png)
![Saved Filters](https://www.fintrx.com/hs-fs/hubfs/Saved%20Filters.png?width=550&height=400&name=Saved%20Filters.png)
![Investment History](https://www.fintrx.com/hs-fs/hubfs/Investment%20History.png?width=811&height=500&name=Investment%20History.png)
![4-4](https://www.fintrx.com/hs-fs/hubfs/4-4.png?width=970&height=750&name=4-4.png)
![Screenshot 2023-09-05 at 2.51.35 PM](https://www.fintrx.com/hs-fs/hubfs/Screenshot%202023-09-05%20at%202.51.35%20PM.png?width=1736&height=1124&name=Screenshot%202023-09-05%20at%202.51.35%20PM.png)
![Screenshot 2023-09-05 at 2.50.13 PM](https://www.fintrx.com/hs-fs/hubfs/Screenshot%202023-09-05%20at%202.50.13%20PM.png?width=1358&height=884&name=Screenshot%202023-09-05%20at%202.50.13%20PM.png)
![Screenshot 2023-09-05 at 2.46.35 PM](https://www.fintrx.com/hs-fs/hubfs/Screenshot%202023-09-05%20at%202.46.35%20PM.png?width=1024&height=546&name=Screenshot%202023-09-05%20at%202.46.35%20PM.png)
![Screenshot 2023-09-05 at 2.51.08 PM](https://www.fintrx.com/hs-fs/hubfs/Screenshot%202023-09-05%20at%202.51.08%20PM.png?width=1278&height=760&name=Screenshot%202023-09-05%20at%202.51.08%20PM.png)
![Screenshot 2023-09-05 at 2.47.56 PM](https://www.fintrx.com/hs-fs/hubfs/Screenshot%202023-09-05%20at%202.47.56%20PM.png?width=1226&height=724&name=Screenshot%202023-09-05%20at%202.47.56%20PM.png)
![Screenshot 2023-09-05 at 2.49.07 PM](https://www.fintrx.com/hs-fs/hubfs/Screenshot%202023-09-05%20at%202.49.07%20PM.png?width=910&height=954&name=Screenshot%202023-09-05%20at%202.49.07%20PM.png)
RESILIENCY
Since preparation is a key ingredient to success, our team focuses on resiliency and planning when it comes to customer data.
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