Helping investment advisors to win more clients
Know your next prospect’s personality and communication style beforehand for more effective sales
Private bankers, wealth managers and investment advisors love TAVIQ for its simplicity
Here's all you need to do
1. Invite prospects
Have your prospects profile themselves before the meeting
2. Know your prospects
Learn about your prospects' investment needs, investment style, and life situation
3. Know personality
Learn about your prospects' personality type and how to communicate in their style
4. Win clients
Be better prepared for meetings and win 60% more business
Get up to 60% more business and 10% more client meetings from cold calling
Improve
hit rate
60% better hit rate on profiled prospects compared to non-profiled prospects
Improve cold
calling
Get 10% more prospect to agree to meet you
Shorten
sales cycle
Reduce time from the first meeting to close
Gain prospect insights
TAVIQ is a new way to know your prospects. Our solution helps you to know which kind of a person the prospect is and delivers you powerful client recipe-book that gives you the details on how to close each individual client.
Fits your sales process
Developed with private bankers and wealth managers to fit your sales process. Integrations with Microsoft Dynamics CRM, Salesforce CRM, Redtail CRM and more coming soon.
