OneSeven Launches AdvisorGrowth IQ, an AI-Powered Financial Advisor Growth Engine
OneSeven. (2026, September 24). OneSeven launches AdvisorGrowth IQ, an AI-powered financial advisor growth engine. PR Newswire. https://www.prnewswire.com/news-releases/oneseven-launches-advisorgrowth-iq-an-ai-powered-financial-advisor-growth-engine-302887383.html
OneSeven launched AdvisorGrowth IQ, an AI-powered growth and marketing engine built to help advisors scale prospecting and increase engagement with qualified prospective clients.
The platform combines marketing strategy, brand positioning, thought leadership, audience targeting, prospect intelligence, personalized outreach, automated follow-up, and appointment generation in one organic growth platform.
OneSeven developed the product in response to advisors and independent RIAs lacking the time, technology, data, and marketing infrastructure needed to attract new clients consistently.
CEO Todd Resnick said the company's core focus is "growth, partnership and innovation" and that advisors asked for tools enabling organic growth without manual prospect list building or disconnected marketing management.
OneSeven evaluated more than 25 AI marketing firms and technology companies before selecting the capabilities behind the platform.
AdvisorGrowth IQ integrates AIM Digital Advantage, which supports brand discovery, niche development, positioning, messaging, and content strategy, with FINNY, an AI-powered prospecting platform that identifies and prioritizes prospects, enriches profiles, recognizes financial signals, and executes personalized outreach.
The system operates with AI-assisted tools while allowing advisors to review, modify, and approve outreach parameters, with the stated aim of reducing marketing workflow time.