Categories
Webinars

Webinars

Get more out of Quin and more out of your day.

Upcoming
On-demand

Wednesday, May 27, 2026

Configuring Quin, Part 2: How to write better guidelines

A lot of people have guidelines set up but they're too vague to make a real difference. We'll fix that.

Register Now

Wednesday, June 10, 2026

How to think about AI as a financial advisor

Honest look at what AI means for financial advisors right now — where it helps, where it doesn't, and how to use it well.

Register Now

Wednesday, June 24, 2026

Learn all about templates

How to control the way Quin formats its outputs — and make every response feel like yours.

Register Now

Wednesday, July 8, 2026

Quin after the meeting

What Quin does the moment your meeting ends and how to make sure it does it your way.

Register Now

Wednesday, July 22, 2026

Staying in touch at scale

How Quin helps you stay consistently present with every client, without it feeling like a mass email.

Register Now

Wednesday, August 5, 2026

AI and the future of financial advising

Talking about what's actually changing in financial advising and what it means for you.

Register Now

Wednesday, May 13, 2026

Configuring Quin, Part 1: Guidelines vs. workflows

Guidelines and workflows are both ways of instructing Quin, but they do different things and a lot of people mix them up.

Watch On-Demand

Wednesday, April 29, 2026

Get more out of your workflows

If you’ve ever felt like Quin could be doing a little more for you, this is a good place to start!

Watch On-Demand

Wednesday, February 25, 2026

Close the loop on client follow-through

Join Quin and Knudge to see how meeting action items become completed client tasks without the back-and-forth.

Watch On-Demand
Subscribe

Subscribe to our newsletter

Get our latest posts delivered straight to your inbox.

By clicking Subscribe you're confirming that you agree with our Terms and Conditions.

Thanks for subscribing! Be on the lookout for the latest news, guides, and articles from Quin.
Oops! Something went wrong while submitting the form.