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.
Features Overview
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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