Identify and acquire new
clients and members to
grow funding, revenue, and
relationships
Use ModernFi’s Prospect Finder to discover, research, and win new accounts across
businesses, nonprofits, public funds, and high-net-worth individuals. ModernFi
provides a wealth of data to help you find the perfect opportunities for your
institution to grow deposits, margin, and relationships.
Targeted prospect identification
Leverage powerful search and filtering to zero in on the perfect prospective clients and members for your institution’s goals
In-depth research capabilities
Conduct comprehensive research on each opportunity and access key decision-maker contact information
Expert acquisition support
Leverage ModernFi's Institution Success team to effectively engage and convert new relationships
Supercharge your acquisition and
deposit growth strategy
Prospect Finder is a powerful data product built in close collaboration with our partners. It provides institutions
of all sizes with the tools to identify and acquire new large-balance clients and members, driving meaningful
funding, revenue, and margin growth.
Discover high-value prospects with precision
Prospect Finder leverages a mix of proprietary and public data, cleaned and enhanced by ModernFi, to provide a deep set of relevant opportunities.
Search for prospects by location, type, industry, size, and other variables to find the perfect fit for your institution
Access detailed contact information and key data, including potential available balance size, to focus your efforts effectively
Target businesses, nonprofits, and high-net-worth individuals to drive core, organic, and high-value deposit and relationship growth
Streamline your acquisition process
Prospect Finder is designed to empower executives, department leaders, and relationship managers with immediate value and opportunities to build meaningful relationships.
Conduct in-depth research on each prospect to tailor your approach and increase conversion rates
Utilize the ModernFi Institution Success team to contact, engage, and ultimately acquire new relationships
Track and manage your prospecting efforts through a user-friendly interface, optimizing your acquisition strategy over time