Trust is the currency of financial services, yet it remains in short supply. Globally, financial firms rank among the lowest of all industries for customer trust​. At the same time, clients crave human interaction: 71% of wealth management clients prefer personal contact over digital tools for important decisions​. For private banks and asset managers, this underscores one truth – your people are your most powerful marketing tool. Relationship managers and advisors, with their expertise and human touch, are the face of your brand and the key to client confidence. Doorway has a solution to improve this trust with its Digital Business Cards.

The Power of Personal Connections

Even as digital channels proliferate, high-touch relationships remain paramount. Studies show that firms blending digital convenience with human engagement see far higher client satisfaction – one survey found a 23% boost when tech was paired with personal service​. The challenge is scaling that personal touch without sacrificing security or consistency. Too often, advisors resort to consumer apps (WhatsApp, LinkedIn, etc.) to communicate, which can dilute brand messaging and create compliance headaches. Financial services needed a way to amplify personal connections in a controlled, compliant manner.

Bridging High-Tech and High-Touch with Live Digital Business Cards

Doorway’s live digital business card platform provides that missing link. It equips each employee with secure, branded digital cards they can share with clients and prospects.

These cards live in the client’s Apple or Google Wallet and share contact details via a QR code – no separate app required​. When a client saves an advisor’s contact, they effectively carry the firm’s most up-to-date contact info and logo on their phone. The firm controls the card design and content centrally, ensuring compliance (such as required disclaimers) and consistent branding across all teams.

Empowering Teams, Earning Trust at Scale

By giving client-facing teams Doorway’s digital cards, firms turn their professionals into always-on brand ambassadors. Advisors can engage clients with confidence, knowing every touchpoint is compliant and on-brand. Clients appreciate the convenience: because Doorway cards are wallet-native and frictionless, over 80% of prospects save them (versus roughly 40% for typical app-based digital cards)​. Each saved card keeps the advisor’s presence handy and reinforces the relationship.

Meanwhile, the firm retains oversight and peace of mind. Administrators can update or revoke cards instantly (for instance, when an employee departs or roles change). Security is built-in at an enterprise level – with SOC 2 audits and GDPR compliance ensuring data protection​– so communications stay private and regulated. In short, Doorway empowers employees to nurture client trust through personal connections, while the organization gains scalability, insight, and control.

When trust is both fragile and critical, firms can’t afford to let personal connections slip through the cracks. Doorway’s secure, branded solution ensures each client interaction – from the first introduction to ongoing advice – reinforces confidence in the firm. It’s a modern blend of high-tech and high-touch that lets your people serve as effective advisors and brand ambassadors simultaneously. The result is stronger client loyalty and trust, built one secure, personal connection at a time.