Whether you are a financial advisor, wealth manager, banker, insurance agent, or investment professional, Utap2 NFC cards let you share your credentials, certifications, and contact info with a single tap. Build trust instantly at client meetings, conferences, and networking events.
Features that help you build trust, demonstrate professionalism, and grow your client base
Link directly to your CFP, CFA, ChFC, Series licenses, and other certifications. Clients can verify your credentials instantly, building immediate trust and credibility.
Control exactly what information appears on your digital profile. Maintain compliance with FINRA, SEC, and state regulations while still making memorable impressions.
Moving to a new firm? Updated licenses? Just log into your dashboard and update your information. No compliance delays, no reprinting, no waiting.
Our exclusive feature lets prospects send their contact info back to you. Capture leads automatically at seminars, conferences, and client events without clipboards.
Clients and prospects do not need to download anything. Works with the phone's built-in NFC or camera for QR scanning. Zero friction for high-net-worth clients.
Unlike competitors, Utap2 is a one-time purchase. No monthly fees cutting into your margins. One card, unlimited updates, forever.
Premium designs that build trust and make lasting impressions with clients
Full-color custom design with your firm branding, credentials, and professional headshot.
Design Yours
Premium metal with laser engraving. Perfect for wealth managers and private bankers.
Shop Metal
Genuine leather with embossed details. Classic elegance for established advisors.
Shop Leather
Sustainable bamboo design. Stand out with eco-conscious networking at conferences.
Shop WoodPerfect for every financial services networking situation
Build trust with high-net-worth clients by sharing credentials, portfolio links, and contact info with one professional tap.
Commercial bankers and relationship managers can share lending resources and contact info instantly with business clients.
Insurance agents can share policy information, quotes, and credentials. Update coverage offerings without reprinting cards.
Portfolio managers and analysts can network efficiently at conferences and investor meetings with instant contact sharing.
See how we compare to other business card options
| Feature | Utap2 | Popl | Paper Cards |
|---|---|---|---|
| One-Time Purchase | Yes | No (Subscription) | Recurring Orders |
| No Monthly Fees | Yes | $7.99/month | Yes |
| Update Info Anytime | Yes | Yes | Requires Reprint |
| Exchange Back Feature | Yes | No | No |
| Link to Credentials | Yes | Yes | No |
| Custom Firm Branding | Yes | Limited | Yes |
| Never Runs Out | Yes | Yes | Always Reordering |
Advisors, bankers, and investment professionals who upgraded to Utap2
"In wealth management, first impressions matter. When I hand a client my Utap2 metal card and they tap it to see my CFP credentials, advisor profile, and contact info, it immediately establishes credibility. The Custom Card with my firm's branding has been a game-changer."
"As a commercial banker, I attend dozens of networking events and client meetings monthly. Utap2 has transformed how I build relationships. The Exchange Back feature alone has helped me capture over 200 qualified leads at industry events this year."
"When I switched from one investment firm to another, I updated my Utap2 profile in minutes. No compliance delays waiting for new cards, no awkward explanations. My clients and prospects always have my current information."
What financial professionals ask about Utap2
Join thousands of financial professionals who have upgraded to Utap2. Share credentials instantly, update your info anytime, and make lasting impressions with clients.