Personalized financial planning for every possible customer.
Quinn delivers fiduciary-grade guidance directly to current and prospective customers through your platform. Personalized planning is now profitable and accessible, at scale.
Driving the industry conversation on smarter financial decisions
Money needs to be guided, not simply managed. Yet economics have made that impossible.
Banks lose revenue to outside planning.
Product sales drive quarterly earnings. But when customers plan elsewhere, they buy elsewhere. Banks are left offering products to people whose full financial picture they can't even see.
Advisors max out after so many relationships
Time is finite. Personalized planning takes hours. Meeting schedules fill up. High-net-worth clients get priority, while millions who need help never qualify for your
FinTechs have the data not expertise
You already have detailed information on your customers. But you can't give personalized advice without massive compliance risk and infrastructure costs.
Quinn closes the Guidance Gap, with planning at every level.
Fiduciary-grade planning with regulatory compliance
Quinn operates just like an investment advisor, delivering actual personalized plans adapted to individual circumstances. Every single recommendation meets regulatory and compliance standards.
White-labeled integration keeps your brand first
Complete white-label means customers never know we exist. They see your brand delivering personalized planning. Your existing customer relationships are front and center, with zero platform confusion.
Intelligence that reveals revenue opportunities.
Quinn tracks thousands of financial signals per customer, like spending shifts that indicate loan readiness or life events that trigger insurance needs. You get alerts when customers are ready to buy, when intent is highest.
"Personalized financial planning and advice has historically been exclusive, unscalable, and under utilized. With Quinn banks, advisors, and fintechs are able to provide real financial plans to infinite customers, to drive adoption of their products and better customer outcomes"
- Royi Markowitz
CEO and Co-Founder Quinn
Built for every type of financial institution.
Every financial services company faces the same truth: personalized planning drives revenue but can’t scale. Quinn breaks that equation.
Banking Institutions
Shift from blind product offers to trusted guidance. Quinn helps drive more revenue per user by turning everyday banking into ongoing financial guidance.
Registered Investment Advisors (RIAs)
Scale your expertise without scaling headcount. Maintainfull control while serving clients you previously couldn't afford to onboard.
FinTechs
Offer actual personalized planning from an AI advisor, creating new monetization pathways through targeted financial offers.
Your customers need planning. Quinn makes it profitable.
Quinn’s financial planning and advice platform makes personalized planning accessible to everyone at scale. See how in a demo, personalized for your platform or environment.
Frequently Asked Questions (FAQs)
Quinn uses standard APIs to embed into your existing platform. Minimal IT resources are required, as there is no infrastructure to build or databases to migrate. Most clients go live without any customer-facing downtime.
No. Quinn is completely white-labeled as your service. Customers see your brand, your interface, your messaging. The planning appears as a native feature within your platform. You decide how to position it but most clients present it as their proprietary planning capability powered by AI.
Think about what you’d do if you had a financial planner who never sleeps, never takes a vacation, and could manage unlimited clients. That’s what Quinn gives your business. You can scale customer acquisition, deepen engagement, and unlock cross-sell and retention opportunities you couldn’t reach before, all fueled by data and insights that are unmatched in the industry.
Every customer is assigned a dedicated onboarding team that makes integration effortless. Most customers are live within three weeks, and for those who want to customize the experience, we offer a full API option.
Yes. You can always adjust parameters for which products to include or exclude, define risk tolerances and planning philosophies, and approve recommendation frameworks. Quinn operates within your guidelines while maintaining fiduciary standards.