AI-Powered Financial Planning Provider Names CMO

Nationwide Retirement Institute
Image Credit: © Pop Nukoonrat | Dreamstime.com

Quinn, an AI platform for fiduciary-grade financial planning and advice, has announced a continued expansion of its team and product capabilities as demand accelerates across banks, fintech platforms, publishers, and wealth management firms.

As part of this expansion, Quinn appointed Lindsay Davis as Chief Marketing Officer. Davis has held senior leadership roles at Tabapay and Atomic, where she led category positioning, organizational scale, and ecosystem partnerships.

Quinn was built to close the guidance gap by automating the creation and delivery of personalized, fiduciary-grade financial plans within institutional digital channels.

“The era of financial point solutions is over,” said Davis. “What consumers are demanding is an integrated financial truth that cuts through the noise. Quinn finally delivers it, making high-quality guidance near a universal right, not a privilege reserved for a few.”

In her role, Davis will oversee Quinn’s global marketing and go-to-market strategy as the company continues to expand its platform and customer base across the financial services industry.

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