TAVIQ

TAVIQ is a financial technology company from Finland. TAVIQ helps investment advisors to win more clients

We help private bankers to get more clients. TAVIQ Profiler is a digitally enhanced way to acquire private banking clients. Our investor profiling is a simple way of getting to know your private banking client’s needs and preferences before meeting them. It allows private bankers to understand potential clients better, and to deliver them what they need while building trust and rapport from the first client interaction. Increase sales Know what your potential client needs and how to sell it to them Have better meetings Know how to prepare for meetings and make clients more engaged Offer a great client experience Give a great client experience from the first interaction