VisiPass for Financial Advisors
The Digital Business Card for Financial Advisors
Your credibility is everything. VisiPass puts your card in every client's Google Wallet, sends a professional follow-up after every meeting, and updates your credentials everywhere the moment your licenses or firm change.
Create free cardWhy VisiPass for Financial Advisors
Compliance-safe card updates — everywhere at once
Changed your license, designation, or firm? Update once in VisiPass and every client who saved your card sees your current credentials automatically. No recall risk, no stale information in the wild.
Referral networking that works while you sleep
Every new contact you meet — at a conference, at a charity event, at a referral lunch — receives a professional follow-up from VisiPass within minutes. Your network builds itself.
Client meeting follow-up — automated and personal
After every introductory meeting, VisiPass sends a warm, personalized follow-up with your card attached. You stay top of mind while you move to the next prospect.
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Google Wallet
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AI Follow-up
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Live updates
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GDPR compliant
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Free to start
Frequently asked questions
Is VisiPass GDPR compliant for use with client data?
Yes — VisiPass operates on Swiss infrastructure (Supabase eu-central-2, Zurich) and follows DSGVO Article 13 requirements. Client contact data is handled securely and never shared with advertisers.
Can VisiPass sync with my CRM or financial planning software?
VisiPass integrates with major CRMs. Every new contact scanned flows automatically into your pipeline — no manual entry, no dropped leads from networking events.
What happens to my card when my credentials or licenses change?
Update your card once in VisiPass and every saved copy — in Google Wallet, contacts, or email signatures — reflects the change instantly. No need to reprint or reshare.