Solution introduction
Unlock the Value of Embedded AI Financial Planning and Advice
Quinn gives companies the ability to offer intelligent, always-on financial planning unlocking new revenue, better user engagement, and scalable growth
Quinn product suite
Choose the products that will help you achieve your business goals.
Financial plan engine
Build financial plans for customers and sell directly, or use to upsell to human advisory.
Recommendation engine
Increase cross-sell conversion with hyper-personalized product/service recommendations based on the context of a comprehensive financial plan.
Marketing engine
Supercharge your CRM with over 30 new financial data points on your prospects.
AI financial advisor
Increase the capacity of your existing CFPs, allowing them to serve more customers and focus on high value customers. Build your own AI models to automatically service a larger customer base.
