The Best Digital Business Cards for Financial Advisors

Whether you are a wealth manager, investment banker or seasoned financial advisor, KADO digital business cards can help you with your networking and relationship management efforts.

Network Like Never Before with Digital Business Cards

Build meaningful relationships and manage your busy network through KADO’s simplified workflow and effective relationship management solution.

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Digital Business Cards

Competition is fierce. Our branded, digital business will help you stand out and be remembered by your prospects and clients alike.

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Your Digital Roledex

Forget about paper. Easily capture contacts with our scanner or contact form embeded in your digital business card.

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Record notes and tasks on-the-go

Quickly record voicenotes and tasks. No more scribbling behind paper business cards.

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Easily Track Your Interactions

KADO allows you to connect with your CRM, email and calendar. Tracking where you sync your contacts and staying on top of your interactions has never been easier!

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Manage Your Privacy

Record and store your confidential information in a safe manner. Keep your private notes away from anyone’s eyes and share any need-to-know information with your team.

Grow your Network. Fast and Easy

Financial advisors rely on their network to ensure a steady stream of new business opportunities. KADO digital business card enables you to boost your branding and capture and manage new contacts effectively.

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Close more deals

Wth smart notes, email and calendar integrations, you will be able to focus on your relationships. Forget about the admin hustle and focus on closing more deals.

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Frequently Asked QUestions

If you are hesitating, do not worry - we are here to explain everything you might want to know. Let us help!

  • A digital business card, also known as an electronic business card or virtual business card, is a way to share and save contact information in real-time quickly. Beyond contact information they can be customized with different designs and interactive elements

  • You may include your contact information, as well as links to your social networks and communication channels, personalized links and buttons, and video content. You may also edit the colors of your card and add an avatar and a cover.

  • KADO includes a free tier version where you will be able to create your digital business card top to bottom, including links to socials, buttons and video content! Only color designs are part of the paying tiers.

  • Every KADO digital business card has a QR code attached to it, which you can find on your app, under the exchange screen; or under the web app profile.

  • There are many digital business card providers out there, but KADO offers many benefits:

    • KADO allows to integrate videos and personalized buttons and links, even under the free tier
    • KADO offers many integrations, even native, such as HubSpot, Salesforce and Dynamics
    • We allow to fully design your digital business cards, adding all your preferred colors and company logo
    • KADO is ready for enterprises with complex organizational structures.

  • All data is encrypted and firewalled in AWS with no public IP address, and we offer role based, access control within your firm. Plus we are SOC2 ceritfied and GDPR compliant.

  • Yes, KADO is designed for enterprises with multiple offices and teams. Contacts, notes and other information are easily shared or restricted across the organization. Finally, KADO has a beautiful admin UI for managing all aspects of the account.

  • Currently, NFC cards are not publicly listed on the web, but you may request them on demand.