For Banks & Fintechs

Your customers are getting financial advice from ChatGPT. Now they can get it from you.

Quinn embeds autonomous financial guidance directly into your platform. Personalized plans for every customer, under your brand, without hiring a single advisor.

SEC-Registered Investment Advisor
All 50 States
White-Label Ready
No Account Linking Required
Deploys in Weeks
The Problem

Turn financial guidance from a cost center into your most powerful retention tool.

Your customers are making major financial decisions right now, and they're not asking you for help.

Your customers need to make smarter financial decisions

They turn to ChatGPT & LLMs for answers and advice

The advice leads them to buy from your competitors

Until now, banks could not scale advice to the masses.With Quinn, you can become your customers' trusted destination for financial guidance.

Capabilities

Everything you need to close the guidance gap.

Quinn provides scalable embedded guidance infrastructure for institutions, enabling bespoke planning integrated into your existing consumer financial apps.

Fiduciary-Grade Compliance

White-Label Integration

Revenue Intelligence

Bring Your Own LLMs

Enterprise Security

Instant Deployment

Want to go deeper on any of these capabilities?

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What Quinn Delivers

Four reasons banks and fintechs deploy Quinn.

Quinn turns financial guidance from a cost center into a retention engine, a revenue driver, and a regulatory advantage, deployed in weeks, not years.

01. Retention

Win the next generation before your competitors do

Quinn delivers the financial guidance Gen Z customers are actively searching for: personalized plans that address their actual situation. Banks that offer Quinn become the institution that helped them build their future.

02. Revenue

Your most precise cross-sell engine

Stop guessing which products your customers need. Start knowing. Quinn's financial fingerprint maps each user's complete picture: income, debts, goals, and timeline. Offer the right solution to the right customer, at the exact moment they need it.

03. Speed

Deploy in weeks, not years

Building a financial planning capability in-house takes years and millions. Quinn is white-label infrastructure. Your branding, your app, your customer relationship. We provide the planning engine, the data fusion, and the regulatory framework.

04. Compliance

Regulatory standing no competitor can quickly replicate

Quinn is federally SEC-registered, the first AI platform to achieve this designation, operating across all 50 states. Competitors without this registration are legally limited in the guidance they can provide. We've already built the framework.

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Built for flexible, embedded delivery.

Quinn is designed as an intelligence layer that integrates directly into the core of your banking experience, not a surface-level add-on. The guidance feels native to your channels while the planning logic runs securely in the background.