Webinars
Beyond the meeting with Asset-Map and Quin
A live look at how Asset-Map and Quin work together to handle the work before and after every client meeting.
What to expect
The hardest part of client meetings is often everything that happens around them: pulling household details beforehand, taking notes while you listen, and updating records afterward.
Gabe Caldwell, co-founder of Quin, and Alison Susko, VP of Community & Partnerships at Asset-Map, walk through how Asset-Map and Quin work together across every stage of the client meeting, so Asset-Map stays up to date without you having to log in and click around.
What we cover
- Before the meeting: Quin prepares a brief for each client meeting, pulling household members, financials and how they connect from Asset-Map
- During the meeting: Asset-Map keeps the conversation on the household's full picture while Quin takes notes in person, on video or by phone
- After the meeting: Quin updates the household in Asset-Map, logs notes to your CRM and sends you a recap of every change, which you can correct with a reply
- Live Q&A with Gabe and Alison
