Client conversations deserve your full attention
Transform quick meeting notes into complete client records and action items—automatically handling the admin work while you focus on what matters.
The reality of financial advising today
Being a great financial advisor means being present for your clients. But after every productive conversation comes the digital admin work that pulls you away:
30-60 minutes spent updating records after each client meeting
Multiple systems to update with the same information
Critical details sometimes lost between conversation and documentation
Compliance requirements that demand meticulous record-keeping
Team members waiting for task handoffs to move client work forward
Meet Quin
The smoothest part of your workday.
Capture notes your way
Whether you prefer typed notes, voice memos, or quick emails—Quin works with your existing habits. No new systems to learn or workflows to adapt.
Your conversation notes become complete client records
Creates detailed meeting notes in your CRM
Generates follow-up tasks with due dates
Drafts client emails for your review
Updates client records with new information
Tags communications for compliance requirements
Everything where it belongs
Information flows seamlessly to the right systems—CRM updates, calendar appointments, task assignments, and document preparation happen automatically.
Complete confidence
Review everything before it goes out, with clear confirmations of what's been handled. Stay in control while eliminating tedious work.
What you'll get back
More client face time
Spend less time on administrative tasks and more time advising clients.
Faster follow-through
Turn around client requests in minutes instead of days.
Complete documentation
Maintain thorough records that satisfy compliance requirements without the usual effort.
Team alignment
Everyone on your team instantly knows what's happening with each client and what needs to be done next.
How financial advisors use Quin
Every minute spent on paperwork is a minute not spent growing your practice—Quin gives you that time back.
From annual review to complete docs in minutes
After finishing a client review, send your notes to Quin. By the time your next appointment arrives, Quin has created a properly formatted meeting summary, set up follow-up tasks, and drafted an email with the promised projections attached.
Never miss a client commitment
During a meeting, you promise several deliverables to your client. Send your notes to Quin, and it creates tasks with due dates, drafts the necessary emails, and reminds you before deadlines—ensuring nothing falls through the cracks.
Seamless team handoffs
After discussing a complex client situation, Quin creates clear task assignments for your associate advisor, and administrative staff—with all the necessary context automatically included.
Works like magic, feels like a teammate
Quin handles the details with the same care you would, just without the time investment.
CRM integration
Works seamlessly with Salesforce, Redtail, and Wealthbox.
Team collaboration
Assigns and tracks tasks across your entire office.
Compliance-ready
Maintains detailed records of all client interactions.
Document preparation
Prepares initial drafts of common client documents.
