60% better hit rate from prospects to clients

TAVIQ is a prospect profiling tool that enables investment advisors to improve hit rate from prospects to close

Profile yourself

TAVIQ is for private bankers, wealth managers and investment advisors

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

Use action points from steps 2. and 3. to prepare for meetings and win 60% more business

Up to 60% more business. 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