QR codes for finance
Branch signage that always points to the right advisor and the right form
Branches and advisors change. A QR code on a desk sign or brochure can be repointed the same day, without waiting on a reprint.
Advisor contact cards
A vCard QR on a desk or business card lets clients save their advisor's details in one scan.
Secure portal & booking links
Send scans straight to your appointment booking page or client portal login — swap the URL whenever it changes.
Disclosures & statements as PDF
Link a QR code to the current disclosure or fee-schedule PDF instead of printing it in full.
Business cardWebsite URLPDF