Turn everyday banking into ongoing financial guidance
Banks and credit unions are trusted financial institutions, but most customer relationships still revolve around transactions.
Guidance does not scale under traditional banking models
Banks are built for safety, compliance, and scale. Traditional financial guidance is not.
Resource-intensive models
Human-led advisory models are resource-intensive, difficult to scale, and typically reserved for a small portion of customers
Limited customer reach
Most customers receive limited guidance beyond generic content or product prompts, leaving value on the table
Capacity, not intent
The challenge is not intent. It is capacity. Banks want to help more customers but lack scalable infrastructure to do so
The result?
Customer relationships remain transactional when they could be transformational
Why banks choose Quinn
Deliver fiduciary-grade financial guidance across your entire customer base without adding headcount or operational complexity
Expand guidance without expanding staff
Quinn automates the foundational layer of financial planning, enabling banks to deliver consistent, personalized guidance to every customer while advisors focus on higher-value conversations.
Designed for regulated environments
Every recommendation follows fiduciary standards, institutional policies, and explainable guardrails, giving banks confidence to deliver guidance responsibly 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.
What you unlock with Quinn
Broader guidance coverage across your customer base
Stronger engagement beyond transactions
Activation of deposits, loans, and investments
Deeper trust and long-term customer relationships
Common bank use cases
Guided digital banking experiences
Human-led advisory models are resource-intensive, difficult to scale, and typically reserved for a small portion of customers
Limited customer reach
Most customers receive limited guidance beyond generic content or product prompts, leaving value on the table
Capacity, not intent
The challenge is not intent. It is capacity. Banks want to help more customers but lack scalable infrastructure to do so
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 experience feels native to your channels while the planning logic runs securely in the background.
Fully white-labeled
The experience appears entirely as your bank's own, with branding, interface, and messaging fully controlled by you
Embedded experience
Quinn integrates directly into digital banking platforms, delivering personalized financial guidance as a native feature
Co-branded
For institutions that want to highlight partnership or innovation, Quinn can be offered as a co-branded experience
No new tools. No workflow disruption. No added operational complexity.
