In this episode of FinTech Impact, host Jason Pereira interviews Gabe Caldwell, co-founder of Quin, an AI-driven advisor support tool designed to automate administrative tasks for financial advisors. Quin integrates with CRMs, emails, and calendars, leveraging AI to perform tasks like note-taking, scheduling, and data entry at a fraction of the cost of a human assistant. Gabe discusses the origins of Quin, its current capabilities, and potential future integrations. He emphasizes the importance of solving real, significant problems with AI, and how Quin's tailored automation offers substantial time savings for advisors.

Tune in to learn how Quin can streamline your financial advisory workflow and enhance productivity.

Resources:

Facebook – Jason Pereira's Facebook

LinkedIn – Jason Pereira's LinkedIn

Woodgate.com – Sponsor

Quin

LinkedIn -  Gabe Caldwell’s LinkedIn

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