Embedded Financial Intelligence

99% of your customers can't afford a financial advisor. Give them one anyway.

Quinn deploys autonomous financial guidance inside your existing platform. Personalized plans, zero friction, no advisor headcount required. Built for banks and fintechs that want to win the next generation.

As seen in
The Problem

Your customers will use AI for financial guidance. The only question is: whose?

Without QuinnChatGPT + Plaid

Financial advice. Product discovery. Transactions, completed without ever touching your platform. You're not in the room.

With QuinnYour Platform

Financial advice. Product discovery. Transactions, all inside your app, under your brand. You own the relationship.

01

The OpenAI-Plaid integration is already live. Consumers can get financial guidance and move money through ChatGPT. No bank required.

02

Every institution without an embedded AI layer will cede that conversation to a third party, and with it the relationship and the revenue.

03

Quinn is the embedded layer that keeps your customers in your ecosystem, getting the guidance they want, inside your platform, on your terms.

How It Works

The depth of a human advisor. For every customer you have, and every one you're about to win.

Quinn delivers the kind of thoughtful, personalized financial conversation that used to require a human, at the scale only a purpose-built platform makes possible. Your users feel genuinely understood. Your platform becomes the reason why.

Financial guidance
Who Quinn is for

Quinn deploys inside the platforms your users already trust.

For Banks & Fintechs

Turn financial guidance into your most powerful retention and revenue engine.

Quinn gives you the infrastructure to deliver a personalized financial plan to every customer, under your brand, in your app, without hiring advisors or building a planning engine.

  • Win and retain the next generation of wealth
  • Cross-sell at the moment of financial intent
  • Deploy in weeks. SEC-registered from day one.
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For Publishers

Your content creates financial intent. Quinn turns intent into revenue.

Your audience comes to you already thinking about money. Quinn converts that intent into personalized financial plans, and plans into high-quality, high-converting leads.

  • Deepen engagement with every financial article
  • Match readers to the right product at the right moment
  • Add a revenue stream that compounds with your audience
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The guidance gap is your retention problem. Quinn closes it.

Banks and fintechs that deploy Quinn are capturing the next generation of wealth, before their competitors do. Let's talk about what that looks like for your platform.