Join Quin and PreciseFP for a live demo of the new Quin AI + PreciseFP integration — built to help advisors know every client, instantly.
Gabe Caldwell, Co-Founder of Quin, will show you how Quin’s digital human assistant connects directly with PreciseFP to surface household insights on demand, update client records and send forms and engagements — all without the manual work.
What you’ll see:
- How Quin pulls PreciseFP client data instantly for meeting prep and follow-ups
- Live demo of record updates, form sending and personalized outreach through Quin
- How Quin’s 70+ built-in workflows automate the admin that slows advisory teams down
- Live Q&A — bring your firm’s specific questions
Can’t make it live? Register anyway. All registered attendees receive the full recording.
Speakers
Nora Gallegos
Financial Planning Thought Leader, PreciseFP
Gabe Caldwell
Co-Founder, Quin
