The AI for customer financial planning and advice
Powering wealth managers, fintech platforms, banks, and independent RIAs
Companies and publications trust Quinn to help drive growth
Guidance for every customer, capacity for every institution
Built to support advisors, not replace them
Quinn handles the repetitive, time-intensive planning work so advisors can spend more time on value-added services, context, and relationships.
Designed for regulated environments
Every recommendation is generated with fiduciary standards, logic, and guardrails—giving institutions and fintech platforms confidence to deliver guidance at scale.
Fits into existing product suite
Quinn can be embedded, white-labeled, or co-branded directly into your existing platforms and workflows—without forcing new tools, retraining, or operational complexity.
How Quinn works
Quinn automates the foundational planning layer so institutions and fintech platforms can connect customers to the right financial actions at the right time.
Unify customer financial data
Quinn securely ingests customer data across accounts, behavior, and goals to maintain a continuously updated financial picture.
No one-time plans.
No manual setup.
Generate explainable guidance
Quinn applies structured financial logic with intelligent automation to produce recommendations aligned with fiduciary standards and institutional guardrails.
Guidance is consistent, explainable, and policy-aware.
Deliver guidance natively
Guidance is embedded directly into your existing experience—whether white-labeled, co-branded, or fully native.
The intelligence runs in the background.
The experience feels seamless and trusted.
"Our bank has a goal of tripling the consumer investments business, and we need a way to do it without proportionally adding headcount... Quinn provides that."
- Division Head Bulge Bracket Financial Institution
- Division Head Bulge Bracket Financial Institution
Built for your customer's financial goals
Banks and credit unions
Transform everyday transactions into financial clarity
Quinn helps financial institutions increase engagement, support acquisition, and connect millions of customers to relevant financial actions aligned with their goals.
What this unlocks
Broader guidance coverage without adding headcount
Stronger engagement beyond transactions
Natural activation of loans, deposits, and investments
Fintech platforms
Embed financial guidance directly into your product
Quinn helps fintech platforms turn engagement into guided financial experiences, connecting customers to relevant financial actions at the right moment without adding complexity.
What this unlocks
Deeper engagement and repeat usage
Monetization aligned with customer goals
Faster time to value through embedded delivery
Wealth managers and RIAs
Scale guidance without sacrificing relationships
Quinn automates foundational planning work so advisors can deliver consistent, fiduciary-grade guidance while focusing on judgment, context, and higher-value client conversations.
What this unlocks
Expanded advisor capacity without adding headcount
More consistent planning across clients and prospects
Better-prepared, more productive conversations
Publishers and content platforms
Turn audiences into guided financial journeys
Quinn embeds fiduciary-grade financial guidance into content and communities, helping publishers deepen engagement and unlock monetization tied to real financial outcomes.
What this unlocks
Higher engagement across content and tools
New revenue streams beyond ads and subscriptions
Stronger trust and long-term audience value
Ready to transform your financial offering?
Frequently Asked Questions
Quinn operates as a fully SEC-registered investment advisor, allowing your platform to offer fiduciary-grade advice without the regulatory burden. We handle compliance, oversight, and fiduciary responsibility while you maintain full brand control.
Financial advice requires regulatory compliance, fiduciary responsibility, and personalized planning that generic LLMs cannot provide. Quinn combines AI capabilities with proper licensing and compliance frameworks to deliver advice legally and responsibly.
Our AI is backed by real fiduciary responsibility and regulatory compliance. Customers interact with a system that's legally bound to act in their best interest, creating genuine trust that generic chatbots cannot offer.
Integration takes weeks, not months. We provide white-label APIs and components that embed seamlessly into your existing platform, with full support for custom branding and user experience requirements.
We track thousands of financial signals per customer to identify buying intent in real-time. Our insights are actionable and tied directly to fiduciary-grade recommendations, not just generic analytics.
Absolutely. We offer personalized demos that show exactly how Quinn would integrate with your platform and serve your specific customer base. Contact us to schedule a walkthrough.