Quinn™ enables financial institutions to scale operations and capture new markets by automating wealth advisory.
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How itworks
Quinn is an AI financial planning platform that helps improve conversion and increase revenue to paid financial products and services without additional headcount.
Your customers complete a full financial advisor interview in less than 12 minutes
- Reduce lead time for new prospects
- Capture financial information on your customer before an initial advisor call
- Verify their identity to improve the quality of your leads
We generate a complete financial plan in less than 30 seconds
- Nurture your pipeline by giving customers a free/sample fiduciary plan, without wasting your advisor’s time
- Supercharge your CRM with over 30 new financial data points on your prospects
You upsell additional services tailored to the customer, including upsell to human CFP
- Increase conversion rate to human paid advisory services
- Increase cross-sells to financial products based on the user’s financial plan
Quinnproduct suite
Choose the products that will help you achieve your business goals.
Financial profile engine
In 12 minutes or less, convert 40% of your inbound leads to pre-qualified advisory customers with all the data CFPs require to create a fiduciary financial plan. With this data…
Financial plan engine
Build financial plans for customers and sell directly, or use to upsell to human advisory from a plan snapshot.
Recommendation engine
Increase cross-sell conversion with hyper-personalized product/service recommendations based on the context of a fiduciary quality financial plan.
Marketing engine
Supercharge your CRM with over 30 new financial data points on your prospects.
AI financial advisor
Increase the capacity of your existing CFPs, allowing them to serve more customers and focus on high value customers. Build your own AI models to automatically service a larger customer base.
How we workwith partners
Build your own custom experience with our APIs, or get to market quickly with a Co-branded or Whitelabel experience.
Co-branded
Get to market as quick possible, with a co-branded financial planning and advisor experience.
✔️ FINRA & SEC compliant out the box
✔️ Integrated product/service upsells
✔️ Powered by Quinn co-branding
(Optional) API access to customer data
(Optional) KYC in onboarding
(Optional) Customer Support
Whitelabel
Fully branded financial planning and advisor experience. Same as Co-branded plus…
✔️ Custom brand knowledge base
✔️ Custom branded web application
API Only
Build or scale your own financial planning and advice experience with our APIs.
✔️ Build your own custom financial planning and advice experience within your product
✔️ FINRA & SEC compliant
Financial Asked Questions
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Quinn™ is a product of Hyve, Inc.
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Hyve Invest, Inc. is a wholly-owned subsidiary of Hyve, Inc.and an SEC-registered investment adviser. SEC Registration does not imply any level of skill or training. More information about Hyve Invest Inc., including our investment strategies, fees, and objectives, can be found in our ADV Part2, which is available on the SEC website. Certain Hyve Investment Services are provided in partnership with Alpaca Securities LLC (“Alpaca”), a registered broker dealer, member of Financial Industry Regulatory Authority (“FINRA”) andSecurities Investor Protection Corporation (“SIPC”). For details on SIPC protection, please visit sipc.org. Investments are not FDIC insured and may lose value. Investing in securities involves risk, including possible loss of principal and fluctuation in value. Past performance does not guarantee o rindicate future results. Please consider, among other important factors, your investment objectives and your risk tolerance.By using this website, you accept and agree to Hyve’s Terms of Use and Privacy Policy. Hyve’s financial planning and Investment advice available to residents of the United States and is only provided to customers of Hyve, Inc and Hyve Invest, Inc. Any historical returns, expected returns, or probability projections are hypothetical in nature and may not reflect actual future performance. Account holdings and other information provided are for illustrative purposes only and are not to be considered investment recommendations.Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.All product and company names are trademarks™ or registered® trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.