Have questions about FinKode? Need support? Want to see a demo? Our team of financial services experts is here to help you succeed.
Choose the best way to reach us based on your needs and timeline.
Fill out the form below and we'll get back to you within 24 hours. For urgent support issues, please use our live chat or call us directly.
Get help with platform features, integrations, and technical issues.
24/7 for urgent issues
support@finkode.io
Onboarding, training, and optimization guidance for your practice.
Monday - Friday, 9 AM - 6 PM ET
success@finkode.io
Learn about plans, pricing, and custom enterprise solutions.
Monday - Friday, 9 AM - 8 PM ET
sales@finkode.io
Our team is available to support you during these hours. For critical issues outside of business hours, emergency support is available 24/7.
Monday - Friday
Support & Sales
9:00 AM - 6:00 PM ET
Saturday
Support Only
10:00 AM - 2:00 PM ET
Sunday
Critical Issues
Emergency Support Only
For critical issues that impact your ability to serve clients or comply with regulations, emergency support is available 24/7.
Quick answers to common questions. Can't find what you're looking for? Contact us directly.
Most advisors are up and running within 24 hours. Our onboarding process is streamlined, and our team provides personalized setup assistance.
Yes! We provide comprehensive onboarding, video tutorials, live webinars, and dedicated customer success support to ensure your success.
We integrate with all major CRMs including Salesforce, Redtail, Wealthbox, and more. Our team can help configure custom integrations if needed.
Our AI automatically checks all content against FINRA and SEC rules in real-time, with customizable compliance settings for your specific requirements.
You can cancel anytime without penalties. We also offer a 30-day money-back guarantee for new customers.
Join thousands of financial advisors who trust FinKode for their marketing automation. Start your free trial today or schedule a personalized demo.