“Quinn is an AI assistant built for advisors. It automatically takes your meeting notes, drafts, follow-up emails, handles CRM data entry schedules, reminders.”
Michael Joyce · The Efficient Advisor: Tactical Business Advice for Financial Planners · 417: From Zero to 200K LinkedIn Views a Week (Here's Exactly How!)
Play from 8:23
8:23
Audio streams from the publisher’s own feed. Verbatim does not host or copy it.
What was described
Use Quinn, an AI assistant, to automatically take meeting notes, draft follow-up emails, handle CRM data entry, schedules and reminders
Said nearby on the same subject
“Quinn is an AI assistant built for advisors. It automatically takes your meeting notes, drafts follow-up emails, handles CRM data entry, schedules, reminders.”
LG
Libby Grywe
The Efficient Advisor: Tactical Business Advice for Financial Planners ·
“It will monitor the CRM and go, hey, you said you were going to follow up with this person yesterday. I've drafted your reply. Just hit yes if you're good with it.”