Financial Planners – Referrals and connections made simple – CardTapp


Built for Financial Planners

Professionals in the financial industry trust CardTapp to accelerate their business. Armed with their own personally branded mobile app, they make more great connections, get more referrals, and close more deals.

  • More Referrals: Know when your app is shared, capture every lead, and follow up directly through the app!
  • Safe for Confidential Information: Give your customers peace of mind about the security of their information.
  • No Coding Required: Setup is super easy and our support team is always here to help!

See what cardtapp can do for you.

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Steady Referral Business

Steady referral business is the best measure of your success. It’s a signal that you are trusted by your colleagues and affiliates, and have longevity with your customers. Referrals also cost you less to acquire, are easier to close, and pay more.

CardTapp helps eliminate missed opportunities for those coveted referrals by giving you visibility into who is referring you and who is interested. Build strong relationships with your prospects and clients to become their most trusted advisor throughout the buying process. Grow your value through the channel that already captivates your prospects: mobile.

Outperform your competition

Better Engagement

Have more relevant, engaged conversations about your prospects’ financial goals, interests, and price sensitivity with real time notifications about their activity on your app.

More Impressions

Stop fighting for attention through emails and newsletters. Put your face on your customers' home screens and make staying top of mind a breeze.

Always Secure

Take comfort in our industry-leading security practices across all our products and services. Your information is valuable and important. CardTapp protects the information of everyone involved: your prospects, clients, and referral partners. Always.

Get Started Today and Grow Your Business.