Wealthbox + Quin

Modern CRM integrated with AI meeting assistant.

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Overview

Quin is an AI-powered assistant that automatically turns conversations into action. Whether you’re texting, emailing, or messaging Quin in-app, it captures notes, creates tasks, drafts follow-ups, and updates your CRM. Once connected to Wealthbox, Quin keeps your records up to date and your pipeline moving without interrupting your workflow. Advisors can capture meeting notes, generate calendar invites, summarize past conversations, and send updates on the go—all through simple, everyday communication.

Have Quin add notes, tasks, contacts and more to Wealthbox from a voice, text or email message.
Turn photos of handwritten notes or business cards into notes that are automatically added to Wealthbox Contact Records.

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Gabe Caldwell Co-founder and Head of Partnerships at Quin
“Connecting Quin and Wealthbox completely automates your admin busy work. Meeting prep, note taking, data entry, and follow-up emails are all done by Quin with accuracy, saving advisors 10–15 hours per week.”

Gabe Caldwell, Co-founder and Head of Partnerships at Quin

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