Get more private banking clients

Investor profiling for analysing private banking client’s personality and investment needs before you meet them

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TAVIQ helps you on private banking client segmentation and acquisition

Build relationship

The first meeting with new potential clients is the make-it or break-it point. Seize the opportunity to build trust and relationship from the first client interaction.

Understand your client

Have a better understanding of how to speak to them, what materials to show and who is the best relationship manager for each client.

Meet client’s needs

Understand your client’s investment style and needs before meeting them. Be better prepared for the meetings and make your value proposition tailored for each client.

Girl using TAVIQ investor profiler

TAVIQ Investor Profiler

TAVIQ Investor Profiler is a digitally enhanced way to acquire private banking clients. Our investor profiling is a simple way of getting to know your private banking client’s needs and preferences before meeting them. It allows private bankers to understand potential clients better, and to deliver them what they need while building trust and rapport from the first client interaction.

Private bankers using client acquisition solution

Benefits of Use

Using TAVIQ Investor Profiler improves your odds in turning a prospect into a client. It helps you save time while preparing for meetings and allows you to stand out from competition with a modern digital private banking service channel for your new private banking clients.

latest news

Internship Experiences at a FinTech Startup

Working at a startup surely is different than in a large company. For interns it usually means more responsibility straight from day-one. Read on to find out what our previous interns have to say about their experiences at Taviq in 2016.

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29. December . 2016

TAVIQ among TOP 9 European WealthTech companies

Fintech News Switzerland lists us in TOP 9 European WealthTech companies to watch for 2017! We are honored and appreciate this mention as a WealthTech expert. We definitely see year 2017 as the year of changes and opportunities for the wealth management and private banking sector.

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12. January . 2017

Nordea Startup Accelerator 2016 ends with Demo Day Pitch

Our exciting experience at Nordea Startup Accelerator concluded with Demo Day on Nov 29th, 2016, where all participating startups pitched their businesses to a packed room of investors. Relive the moment with us by watching the TAVIQ pitch:

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13. December . 2016

Fintech Finance Magazine: Taviq innovates for investment advisors

We’d like to see established financial companies disrupt themselves This is the opening thought in a recent Fintech Finance magazine interview of Taviq CEO Juho Isola. It’s also why we are playing the FinTech game and developing our products, such as investor profiling.

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04. November . 2016

Ready to take your private banking to the next level?

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