We help investment advisors to win more clients

Software that enables advisors to profile and segment prospects based on personality and communication style

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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

Prospect management software

TAVIQ is a new way to manage 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.