Get started with Wealthbox + Quin
Modern CRM integrated with intelligent relationship management.
Modern CRM integrated with intelligent relationship management.
Overview
Quin is a digital relationship assistant that helps advisors remember personal details about their contacts. It also suggests tailored content, thoughtful gestures, and drafts personalized communications to stay top-of-mind and build stronger relationships. With the Quin integration, advisors can seamlessly import their Wealthbox contacts, notes, and other relevant information into Quin.
Stay top-of-mind with personalized suggestions and seamless integration between Wealthbox and Quin.Resources
“Connecting Quin and Wealthbox makes it much easier to stay top-of-mind with your key COIs and clients. You get those helpful nudges for follow-ups and have all the important personal details in one place, keeping everything in sync.”
Gabe Caldwell
Co-founder and Head of Partnerships at Quin
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