Taviq helps private bankers to acquire new clients by providing them with digital solutions

Country: Finland

Year: 2015

Concept

Taviq offers a web-software that enables private bankers to turn prospects into new paying clients.
The solutions is built with two interfaces. One is used by the private banker and the other, called the Profiler, is used by the potential new client.
The software gathers information about the client’s needs and does a client-risk analysis that is based on user’s behavior. All of these information points are sent to the private banker who can then can prepare the client’s meeting.
Depending on the advisor’s profile, the private bank can choose which advisor will best fit the client’s profile.

Improve sales by having a better hit rate in gaining new paying clients.
Improve cold calling: The advisor will have better knowledge of the client before setting up a call.
Fits to current sales process: Seamless integrations with Microsoft Dynamics CRM, Redtail CRM and Salesforce CRM.

The advisor invites its clients to use the Profiler. The advisor can then collect information on client’s investment needs, style and life situation.
Taviq provides actionable results that enables the advisors to prepare meetings with the clients.