- For Financial Advisors
Build trust before you even sit down.
In financial services, credibility is everything. Profyle gives you a polished, secure way to share your credentials, connect with prospects, and follow up, all while keeping client data locked down tight.
- Why Financial Advisors need Profyle
Six reasons it's a must-have.
Sales Enablement
Event ROI
Brand & Marketing
Your personal brand matters as much as your firm’s. A premium metal NFC card signals the quality of advice you provide, before you’ve said a single word.
Employee Engagement
Equip every advisor with a consistent, modern networking tool. It shows your firm invests in its people and stays ahead of the curve, exactly what clients want to see.
Sustainability & ESG
ESG isn’t just for portfolios. Show clients your firm practises what it preaches, starting with eliminating paper waste from your networking.
Data Security & Safety
FCA-grade seriousness about data. All contact information is encrypted, GDPR-compliant, and flows through audited channels. No personal WhatsApp groups. No loose spreadsheets.
- The Platform
Four products. All working for you.
Every Profyle product is designed to make networking effortless, trackable, and impactful, from the first tap to the closed deal.
Contactless NFC Card
A premium finished card that commands respect. Tap to share your full professional profile, qualifications, firm details, and direct booking link. The weight alone starts a conversation.
Certifications, LinkedIn, your firm’s compliance-approved bio, and a direct calendar link, all in one place. Sits in Apple Wallet for instant sharing at client events.
Full audit trail of every contact exchange. CRM integration keeps your client pipeline organised and compliant. Your compliance team will thank you.
Admin Portal
Full audit trail of every contact exchange. CRM integration keeps your client pipeline organised and compliant. Your compliance team will thank you.
The numbers speak for themselves.
Profyle is the most feature-rich digital business card platform on the market, at a fraction of the price. Built for teams that take networking seriously.
5
CRM integrations
Native CRM integrations for HubSpot, Salesforce, Pipedrive, Dynamics 365, Zoho, plus more…
∞
Unlimited Layouts & Themes
Create the perfect Digital Business Card for your brand, with socials, custom buttons & links…
3
Digital wallets options
Comes with Apple and Google Wallet built in & our feature rich Digital Business Card
£7.95
Unbeatable pricing
The most feature-rich Digital Business Card platform, at the best price on the market.
Ready to upgrade your networking?
Join thousands of professionals who’ve replaced paper cards with something smarter. Start your free trial today.
- 45-day free trial
- No credit card required
- Cancel anytime
- Trusted by teams that network smarter
See how Digital Business Cards can help your team.
Our extremely powerful and easy to use digital business card platform empowers everyone from Freelancer to Multinational CEO.
All the tools & features included for only £7.95 per year / per user.
Price Breakdown
Prices exclude VAT, Shipping & Handling, and may change. EUR (€) and USD ($) prices are representative only. All payments are processed in GBP (£), so the amount in your local currency may vary with the exchange rate. Terms & Conditions apply.
