Advisor Productivity & Client Experience Affinity Benefits

Innovative tools that streamline workflows, automate processes, and elevate the client experience through smarter communication and engagement.

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Centsables
Award-winning, multimedia financial literacy resources for kids, teens, next gen, adults, and seniors. Wealth transfer is an issue that affects advisors. Educational programs on this issue can help advisors retain and grow their client base. FSI members receive a 20% discount on all services and packages. A-la-carte merchandise does not qualify for the discount.

Finmate.ai
An advisor-focused assistant that captures meeting notes, extracts key client data, and automates follow-ups and CRM updates, reducing administrative work so financial advisors can spend more time on planning and client relationships. FSI members receive a discounted subscription of $35/mo.

Jump
Jump is the AI operating system for financial advisors. Jump helps advisors save 10-15 hours per week, deepen client relationships, and enhance performance without compromising regulatory rigor. FSI members receive a 5% membership discount.

Storyline
Transforms how financial professionals engage clients and drive growth by delivering AI-powered, hyper-personalized video content. FSI members receive a 10% discount on Storyline’s annual platform subscription.