Financial Advisory Firm

From Business Card to Enriched CRM Contact, Automatically

The challenge

Advisors at a financial services firm came back from conferences with dozens of business cards that sat in a drawer until someone found time to type them in, usually weeks later, by which point the contact had gone cold.

What we built

A photo of a business card becomes a complete CRM contact automatically, enriched with publicly available company and role details, with a first follow-up email already queued.

The result

New contacts get a follow-up within a day of the event instead of weeks later.