We help investment advisors to win more clients
Software that enables advisors to profile and segment prospects based on personality and communication style
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.
