Delivering client insights for investment advisors
Improve your client acquisition and client experience processes with deeper understanding on client personalities
What is TAVIQ?
TAVIQ is a digital tool that advisors use to profile their client's before their first meeting. TAVIQ analyses potential client's personality and communication style and delivers this analysis for advisors. Advisors then use this knowledge to tailor their interaction and services based on each client's individual preferences.
Private bankers, wealth managers and investment advisors love TAVIQ for its simplicity
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. Gain insights
Learn about your prospects' personality type and how to communicate in their style
4. Win clients
Be better prepared for meetings, deliver better client experience, and win 60% more business
Improving client experience by making it more personal can bring you up to 60 % more business
60% better hit rate on profiled prospects compared to non-profiled prospects
Reduce time from the first meeting to close
Make client experience personal by understanding each client's personality from the first interaction
Gain client insights
TAVIQ is a new way to know your clients. TAVIQ helps you to know which kind of a person the client is and delivers you powerful client recipe-book that gives you the details on how to serve 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.