High-touch ops without the overhead

About Rebecca

Rebecca Van Gundy is the Client Relationship Manager at Abundant Life Planning, an EverSource Wealth Advisors team based in Jacksonville, Florida. Before joining an independent RIA, Rebecca spent years in operations and analysis at institutions like Merrill Lynch, EY, and Deutsche Bank — environments where the systems were complex, the standards were high, and manual inefficiency was something you noticed immediately.

At Abundant Life, the mission is different. The practice centers on values-driven financial planning: helping families align their resources with the life they actually want to live. Rebecca's job is to make sure the operational side of that practice lives up to the same standard — so advisors can stay focused on the families in front of them, not the admin behind them.

The challenge

Rebecca came into the RIA world with a clear frame of reference. She'd seen what well-resourced operations looked like at scale, and she knew exactly what it cost when they weren't. At a smaller firm, the same problems show up differently — less infrastructure, fewer people to absorb the manual work, and a mission that makes every wasted hour feel more personal.

Before Quin, CRM maintenance was a constant drain. Meeting notes had to be entered manually, follow-up tasks had to be created by hand, and keeping advisors and operations in sync required more coordination than it should have. For a team trying to lead with values, too much time was going toward the mechanics of running a practice.

How Rebecca uses Quin

Rebecca works within the EverSource Salesforce ecosystem, and Quin slots into that environment without requiring a separate workflow. After client meetings, Quin handles note capture, follow-up drafts, and task extraction — the things that used to require manual entry now happen as a byproduct of the meeting itself. Advisors and ops stay aligned without a separate round of coordination to make it happen.

What changed most visibly was the CRM. Rebecca describes Quin as a kind of secret weapon for keeping Salesforce current — not through a time-consuming update process at the end of the day, but through assisted follow-ups and extracted tasks that flow from each interaction naturally.

She's also been an active voice in shaping the product. When accidental recordings became a workflow issue — calls or ambient audio captured unintentionally — Rebecca flagged it and worked with the Quin team directly. Her feedback has helped inform how meeting management and privacy features are being developed. That kind of loop between users and product isn't something you get at a large institution. It's one of the things that makes an independent RIA relationship with a tool like Quin different.

The result is 10 or more hours back each month — time that goes toward client relationships and the Abundant Life mission rather than CRM maintenance and administrative catch-up.

The results

A practice built on values now has operations that reflect them. The specific outcomes:

• Manual CRM data entry has been replaced by assisted follow-ups and task extraction that flow directly from client meetings
• Advisors and operations stay in sync inside the EverSource Salesforce ecosystem without a separate coordination layer
• Accidental recording feedback from Rebecca is actively shaping Quin's meeting management and privacy features
• 10+ hours a month have been reclaimed and redirected toward client-facing work
• The operational standard Rebecca built across institutional environments now runs at RIA scale, without institutional overhead

For a practice whose entire identity is built around helping families live abundantly, every hour not spent on admin is an hour that actually means something.

"Reclaiming that time means we can focus on what we're actually here to do."

See what Quin can do for your practice. Try it free for 14 days at heyquin.io.