Digital Business Cards for Financial Advisors
Establish credibility with a premium digital business card designed for wealth managers and advisors. This virtual business card combines QR business card sharing with an Apple Wallet business card pass to streamline contact sharing, making your professional profile secure and instantly accessible to clients.
Built for Client Meetings and Portfolio Reviews
See how professionals use SayHi in everyday situations.
Meet clients instantly
Display your QR code during consultation sessions, client reviews or events so prospects can scan and save your details immediately.
Wealth Advisor
Always ready to share
Keep your digital business card in Apple Wallet so your profile is available anytime during client reviews.
Wealth Advisor
Share more than contact details
Add your scheduling link and advisory credentials so clients can book consultations and read reviews instantly.
"Highly professional advice and seamless onboarding."
How Wealth Management & Advisory Share Smarter
Unlock visual, high-conversion networking scenarios optimized for wealth management & advisory professionals.
Discovery Booking Links
Enable prospects to book wealth management consultations and portfolio reviews via integrated scheduler links like Calendly.
Compliance-Ready Disclosures
Highlight your CFP or CFA credentials, BrokerCheck status, ADV filings, and disclosure documents directly on a secure profile.
Seminar QR Sharing
Project your advisor QR code on slide decks during financial literacy seminars so the entire audience can connect instantly.
Secure Client Portals
Share safe, read-only links to intake questionnaires, market newsletters, and client portal files on one custom bio page.
Experience SayHi for Financial Advisors
Select a feature on the left to preview the customer experience.
Frequently Asked Questions
What is a digital business card for financial advisors?
Can clients book consultations directly from my card?
Is SayHi secure for financial services?
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Ready to build your digital authority?
Create your Wealth Management & Advisory digital business card in less than 2 minutes. Claim ownership anytime to lock in your custom link and Apple Wallet pass.