Solution introduction
Advisor Cards: Digital Business Cards that Build Trust
Paper business cards are often lost or thrown away, and they can be difficult to keep track of, which make it difficult to comply with the FINRA Communications Rule and the SEC Rule 17a-4(b)(6)
Personalized Video Messages
Use video messages to foster trust and prompt effective call-to-action engagement.
Custom Buttons
Enhance client interactions with custom buttons on your digital business card, directing them to valuable resources and actions.
Personalized Lock Screen Wallpaper with QR Code
Stay memorable with personalized lock screen wallpapers featuring your QR code for easy access to your digital business card.
Company Logo Integration
Utilize video messages to foster trust and spur effective call-to-action engagement.
Compliance
Build trust with clients by embedding your FINRA BrokerCheck link, SEC profile, and custom disclosures on your card.
