Digital Business Cards for Banks & Finance

Example situation of banks using MyTaag:
One of your corporate client advisors is at an exclusive networking event for SMEs. He meets a managing director who is dissatisfied with his current bank. While other advisors rummage through their pockets for crumpled paper cards, your advisor uses a sustainable NFC card made of wood from MyTaag.

The Use Case: Modern Acquisition Management

• The Innovation Edge: By simply tapping the entrepreneur's smartphone, your advisor immediately signals: We are digitally up to date. For an entrepreneur, this is often the first indication that the bank's online banking and credit processes are modern and reliable.
• Lead Capture Form: Instead of hoping the entrepreneur will get in touch, your advisor uses the integrated form on his MyTaag profile. The entrepreneur briefly enters his name and email - both sides have each other's data immediately, which helps your advisor sustainably in follow-up.
• CRM Synchronization: The new potential customer's data flows directly into your bank's CRM system via the MyTaag interface (e.g., from Salesforce, Hubspot, Atruvia, or Finanzinformatik). The advisor can continue with the follow-up process the next morning without wasting countless minutes typing business cards.