Get more private banking clients

Use TAVIQ Profiler to know your client’s personality and investment needs before you meet them

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Modern private bankers and wealth managers grow their business using our pre-meeting profiler

Increase sales

Know what your potential client needs and how to sell it to them

Understand your client

Know how to prepare for meetings and make clients more engaged

Offer a great client experience

Give a great client experience from the first interaction

Girl using TAVIQ investor profiler

TAVIQ Profiler

TAVIQ 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 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 client experience for your new private banking clients.


Why private bankers lose some clients after the first meeting?

The hard things about private banking client acquisition. Here are 6 reasons why it is especially hard to acquire new private banking clients and you might lose them even if they agree to meet you.

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15. February . 2017

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

Ready to take your private banking to the next level?

Let us show you how easy it is

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