Connect clients to account portals, appointment scheduling, and onboarding forms with a quick scan.
Create your free QR codeFinancial services is built on trust and access. Clients want to reach their advisor, check their accounts, and complete paperwork without unnecessary steps. QR codes remove friction from each of these interactions.
Business cards with a vCard QR code save your contact info instantly. Statement inserts with a QR code link to an online portal or a feedback survey. Direct mail pieces with a code drive recipients to a scheduling page instead of asking them to call during business hours.
If you have a physical office, QR codes on lobby displays can point to new account forms, rate sheets, or educational content. A client waiting in the lobby can start their paperwork on their phone before the meeting even begins.
Keep your compliance team in the loop. QR codes on marketing materials should follow the same review process as any other client-facing content. The destination URL matters more than the code itself — make sure it points to an approved, up-to-date page.
Dynamic QR codes tell you which materials drive the most scans. If your quarterly statement insert gets 3x the scans of your lobby sign, you know where to invest your design effort next.
Choose what clients should see: your appointment scheduler, client portal, new account form, or Google review page.
Add your firm logo, match brand colors, and pick a frame. Financial services firms tend toward conservative, clean designs.
Print on business cards, statement inserts, office signage, and direct mail. Download as SVG for sharp printing at any size.
New clients scan a code and land directly on your account opening form. No email chains, no searching your website.
A QR code on your card or mailer links straight to your calendar. Prospects book when interest is highest, not after they lose the flyer.
Clients expect their financial advisor to be organized and current. A branded QR code signals both without saying a word.
Advisors print QR codes on business cards, mailers, and office signage. Common links include scheduling pages, client portal logins, and new account application forms. It removes the step of typing in a long URL.
The QR code itself is just a link. Security depends on the destination. Point codes to HTTPS-encrypted portals with proper authentication. Never encode sensitive account data directly in the QR code.
Yes. Some firms add QR codes to quarterly reports linking to an interactive dashboard or video summary from the advisor. It gives clients a richer experience without cluttering the printed page.
Your highest-value action. For prospecting, that's usually a scheduling page or free consultation form. For existing clients, link to the client portal or a specific form they need to complete.
Absolutely. Print a QR code on a follow-up card after a successful meeting. Link it to your Google Business profile. Clients can leave a review while the experience is fresh.
Create your custom QR code in seconds. Free forever, no account needed.
Create your free QR code