Gabe Caldwell

In this insightful discussion, Gabe Caldwell, co-founder of Quin, shares his expertise in developing AI assistants tailored for financial advisors. He highlights how Quin can revolutionize the way advisors handle tasks, saving them 15-20 hours a week. From automating CRM updates to managing inboxes, Gabe explains Quin's capabilities and its unique features compared to generic AI tools. He also discusses real-world applications and future integrations, demonstrating how advisors can reclaim their time for more meaningful client interactions.