Quin with Gabe Caldwell | E412
An AI Assistant.
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.
Episode Highlights:
00:00 Introduction to FinTech Impact
00:27 Meet Gabe Caldwell and Quin
00:57 The Genesis of Quin
02:15 Quin's Capabilities and Features
05:02 Customization and Flexibility of Quin
11:38 Future Integrations and Expansion Plans
20:03 Challenges and Industry Insights
23:31 Conclusion and Final Thoughts
Resources:
Facebook – Jason Pereira's Facebook
LinkedIn – Jason Pereira's LinkedIn
Woodgate.com – Sponsor
LinkedIn - Gabe Caldwell’s LinkedIn