Scale financial planning without limits
Quinn enables financial institutions to scale operations and capture markets by automating financial planning — serving thousands of clients with the same resources
Human advisors don't scale
Every year the wealth advisory industry turns away millions of "money in hand" clients because traditional advisors are capacity-constrained
30h
To onboard a new client
5h
Preparing a plan per client
3h
Time in meetings per client
Automate the creation and delivery of financial advice
Every recommendation follows fiduciary standards, institutional policies, and explainable guardrails, giving banks confidence to deliver guidance responsibly at scale
< 13 minutes
Onboarding time
8,000 plans
Generated per minute
0.5h
Generated per minute
Everything you need to close the guidance gap
Quinn provides scalable embedded guidance infrastructure for institutions, enabling bespoke planning integrated into consumer financial apps.
Fiduciary-Grade 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-Label Integration
Complete white-label means customers never know we exist. They see your brand, your interface, your messaging. Your existing customer relationships are front and center.
Revenue Intelligence
Track thousands of financial signals per customer, like spending shifts that indicate loan readiness or life events that trigger insurance needs.
Personalized Financial Plans
Quinn develops customized financial plans for every customer to guide all aspects of their financial life, creating the foundation for informed decisions.
Enterprise Security
Bank-grade security with SOC 2 compliance, end-to-end encryption, and comprehensive audit trails for complete peace of mind.
Instant Deployment
Standard APIs embed into your existing platform. Minimal IT resources required, no infrastructure to build or databases to migrate.
Think about what you'd do with a financial planner who never sleeps
That's what Quinn gives your business. Scale customer acquisition, deepen engagement, and unlock opportunities you couldn't reach before.
Scale personalized planning without scaling headcount
Drive more revenue per user with targeted recommendations
Maintain full control over what gets recommended
Zero platform confusion with complete white-labeling
Real-time alerts when customers are ready to buy
Comply with all regulatory requirements automatically
Simple onboarding that builds trust
Get started with a personalized verification flow designed to understand your customers' needs.
1
What's the total amount of your retirement account?
2
Do you have an existing financial plan?
3
What's the total amount deposited in Keybank?
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.
