What makes these financial advisor business cards different from paper?

They never run out and never go out of date. A paper card costs you every reprint and ends up in a drawer; this one lives in Apple Wallet beside their bank cards, updates itself when your office or licensee changes, and has Book and Call buttons on the back. For a practice that grows on reviews and referrals, it is the card that brings the next meeting back to you.

Can I put my authorised representative number on the card?

Yes. The front of the card shows your phone number and up to two more details, and most advisors use one for their authorised representative number and one for the office. It shows every time a client opens the card, which is the kind of disclosure a client can find again.

Do my clients need an app?

No. Apple Wallet is already on every iPhone. Your client scans your code or taps your link, presses Add, and your card is on their phone.

What about clients on Android?

iPhone first. An Android client who scans your code gets your card page with your number, rep number and links and a save-contact button, so nothing is lost. Google Wallet is next.

Can each advisor in the practice have a card?

Yes. A practice card for the firm and a personal card for each advisor with their own photo. The Pro plan includes extra cards, and each one can have its own follow-ups.

Can I change my office or licensee later?

Yes. Change it once in your dashboard and every card already saved on clients' phones updates on its own. Nothing to resend, nothing to reprint.

Two plans. Card is $4.99 a month for the card itself. Pro is $9.99 a month and adds the automatic follow-ups, lock screen updates and extra cards. Both start with 14 days free, and there is nothing to print.

Digital business cards for financial advisors, in Wallet

Three digital business card designs for financial advisors.

Pick one in a minute. A practice card for the firm, or a personal card with the face they met across the desk. Every one of them is a real Apple Wallet card, exactly as the client sees it.

9:41
Wallet
Reviews
Book a review
Phone
0412 338 701
Authorised rep
No. 1284377
Share with a friend
Practice card
The firm on the front, a photo of the office, and a Book a review line in the corner for the clients who are due.
9:41
Wallet
Next step
Book a chat
Ask for
David Mercer
Financial advisor
Retirement, super and investing
Direct
0433 902 118
Email
david@fairbank.com.au
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Personal card
The advisor they met, with a direct number and email. Clients remember a face, and they want to reach the person, not the switchboard.
9:41
Wallet
Meridian Wealth
Clients
Book a review
Phone
0401 556 290
Office
Collins St, Melbourne
Share with a friend
Colour practice card
The same card in colour with a quiet drawn banner, for a firm that wants the card to look like its letterhead.

Better than a card in the bottom of a handbag.

Business cards for financial advisors used to mean a box from the printer, a handful left on the desk after a seminar, and a reprint every time the licensee or the office changed. This is what changes when yours lives on their phone.

Paper

A paper business card

Costs you every print run, and again when you change licensee or office
Ends up in a handbag, a kitchen drawer or the recycling
No follow-up. No thank you after the meeting, no reminder when the review is due
No way to know which clients kept it or who it was passed on to

In Apple Wallet

A financial advisor business card in Apple Wallet

One card, updated from your phone, never reprinted
Authorised rep number on the front, book a review in a tap
Sits in Wallet beside their bank cards, where they look every day
Follows up with a thank you after the meeting and a reminder when the review is due

Build your card

Automations

Two messages, written for financial advisors.

You switch them on, you can change every word, and nobody gets more than two. They land on the lock screen and sit on the back of the card.

AutomationsOn

Waits a day
Trigger
Customer adds your card
To Apple Wallet or Google Wallet. Nothing for you to do.
Waits a month1
The next day
Thank you
Thanks for saving my card. Tap ••• on it any time to book a chat, call me or send a question.
2
A month later
Reminder
Your annual review is coming up. Tap Book a chat and we will go through where things stand.

Anything else, like a change of office or an end of financial year note, you send yourself as an update to every phone that has your card.

Build your card and switch them on

How it works

Three steps. The first one is yours.

Build it once on your phone. Customers do the second step. The third takes care of itself.

Step 1: Build your card
Your name, trade, logo, one colour, phone, booking link and Google review link. Five minutes on your phone.
Step 2: Customers scan and save it
A code on your van, invoice or counter, a link in a text, or a button on your website. One tap adds it to their Wallet.
Step 3: You stay on their phone
Your thank you goes out the next day and a reminder a month on, without you lifting a finger. When they need you again, you're one tap away.

Why financial advisors

Built for how financial advisors work.

Your practice grows on review meetings and referrals. The card keeps both coming back to you.

Rep number on the front
Your authorised representative number beside your phone number, every time they look.
Review meetings come around
A reminder when the annual review is due, with your booking link. Nobody has to chase it.
Referrals have something to pass on
When a client's friend asks who they use, the card is in Wallet, not in a drawer at home.
Questions in one tap
A market dip, a redundancy, an inheritance. They open Wallet and tap Call or Email.
Change licensee once
New office, new licensee, new number. Every card already on a client's phone updates on its own.
Hand it over any way
Email signature, seminar slide, a text after the first meeting. They scan, press Add, done.

Simple pricing.

One card or the whole kit. Try either free first.

14 days free on either plan. No credit card to start.

Card

Your card, in their Wallet.

$4.99AUD a month

After 14 days free. Cancel any time.

One card, in Apple Wallet and Google Wallet
Unlimited customers can save it
QR code, link and your own card page
Change a detail and every saved card updates
See saves, and taps to book, call or review

Start free trial

Pro

Most useful

Everything in Card, on autopilot.

$9.99AUD a month

After 14 days free. Cancel any time.

Everything in Card
Automatic follow-ups: a thank you the next day, a reminder a month on
Send an update to every phone that has your card, as a lock screen notification
Save-our-card button for your website
More than one card: company and personal, each with its own code
Numbers for each card

Start free trial

Questions from financial advisors.

Digital business cards for financial advisors, on your clients' phones today.

Five minutes to set up. Free to try. Nothing to print.

Build your card

Also made for

The business card your clients never lose.

Three digital business card designs for financial advisors.

Practice card

Personal card

Colour practice card

Better than a card in the bottom of a handbag.

A paper business card

A financial advisor business card in Apple Wallet

Two messages, written for financial advisors.

Three steps. The first one is yours.

Step 1: Build your card

Step 2: Customers scan and save it

Step 3: You stay on their phone

Built for how financial advisors work.

Rep number on the front

Review meetings come around

Referrals have something to pass on

Questions in one tap

Change licensee once

Hand it over any way