Daily Brief
Know what's coming before it arrives
Every morning, Quin sends you a tailored brief with the meetings ahead, the follow-ups due, and whatever else you'd want to know. You start the day ready instead of scrambling.
What Quin includes
Quin pulls everything together before you start
Context on everyone you're meeting today
Quin pulls the prior conversations, personal details, and the things you'd want to remember but probably wouldn't. The context comes from your CRM, your notes, and your inbox.
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Anything overnight that needs your attention
Quin flags the stale follow-ups, the late client emails, and the deadlines coming up so you don't start the day finding out from a client's nudge.
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Whatever else you'd hunt down yourself
Quin can pull in markets, weather, news, sports, or anything else you'd open in a separate tab. The brief becomes the one place you check in the morning.
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How it works
Tell Quin what your morning needs. It handles the rest.
From customers
"It sets the day and gets my mindset right around who I'm talking to today."
Dan Westfall, CFP®, CFS®
Client Focused Financial
Built for
Anyone who needs to be on top of their day before it starts
