Capture Client Conversations & Automatically Keep Asset Maps Fresh
Your clients' lives change between meetings, and a lot of those changes come up mid-conversation. Quin's Notetaker listens for the new jobs, refinanced mortgages, rollovers, and coverage gaps that surface in a call, then updates the household's Asset-Map the same day. The map you pull up next time reflects what's true, so your recommendations are built on numbers that still hold.
Turning Conversations Into Action: Inside the Asset-Map + Quin Integration
Features Overview
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The map updates when life does
When a client mentions a raise, an inheritance, or a new rollover account, Quin logs it to the right income, asset, liability, or insurance instrument. The household's picture stays accurate without a separate data entry step.
Gaps you find don't get forgotten
A coverage gap or goal identified in a review becomes a tracked follow-up task tied to that household. The commitment to revisit it lives in your workflow, not just in someone's memory.
Household details on demand, mid-conversation
Ask Quin to pull up members, instruments, and recent activity without leaving the call to dig through Asset-Map. When a colleague picks up the household, they see the last real conversation, not the last formal review.
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