Solution introduction

Tap. Wow. Engage.

Face-to-face is back but the game is more competitive than ever. Get the digital advantage with Upscaleā€™s Smartcards.

What are they?
Digital business cards that are backed by powerful sales engagement technology. No more paper business cards, instead have a beautifully designed and branded plastic or metal card that with one tap on your recipient’s mobile phone, opens a world of engagement, creating a connection like never before.

Why is this important?
Paper business cards are very flawed sales tools. Not only are they environmentally unfriendly, but they are practically cumbersome too, ending up forgotten, sitting in the bottom drawer, or in the rubbish bin. Most importantly, they don’t foster engagement. Our research shows only 1 card in 23 is ever input into an address book or CRM.  This is a disaster for a sales or relationship professional who wants to foster a two-way connection with whomever they meet. 

Smartcards are a game-changer. Not only do they WOW the recipient with their bespoke branded designs but once tapped on the mobile phone screen a journey of wonder will start.  This conversation starter is important during a first meeting to build rapport as well as the ‘memorability’ of your meeting.
The screen that appears on the recipient's phone is rich in features and showcases you and your company in a digital and engaging format. A well-designed user experience makes a two-way connection easy and intuitive.
Smartcards are the perfect tech-enabler for maximising the business opportunities from your face-to-face meetings.

What are the key features?
Your single Smartcard packs a big punch when it comes to features.

  • Two-way connection. On their screen the recipient has options to message you straight away via a wide range of channels, add you to contacts and connect with you on Linkedin.

  • Presentation showcase. It’s a perfect place to showcase your relevant videos, presentations, brochures and other relevant sales material, that they can view immediately or can come back and digest later.

  • Bespoke design. Our design team will create a tailored card design working with your brand guidelines, which will be sure to wow the people you are meeting.

  • Data security and compliance. Every customer organisation has their data segregated from others, and tools for local data protection compliance such as GDPR are in-built.

Key Data

Type of Clients
  • Asset Managers
  • Bank Wealth Managers
  • Brokers/Broker-Dealers
  • Digital Wealth Manager
  • Family Offices
  • Financial Advisors
Client Regional Presence

Smartcards

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