Lead capture for financial advisors: The client event ends at nine. Your follow-up should not wait for Monday.
Your advisors meet prospects and referral partners at seminars, client dinners and conferences. Covve scans their business cards, event badges and QR codes in seconds. A quick Voice Note records what matters to each person, and a clean contact record goes to your CRM. Every follow-up starts with context.
4.8 from 4,081 App Store ratings
ISO 27001 · GDPR · CyberVadis Platinum
Trusted by 2M+
professionals globally
Active in more than 130 countries
Your advisors’ time is the expensive part of winning a client
Every card you retype and every note you rebuild from memory takes time away from your clients.
83%
of the cost of winning a new client is advisor time
From the dinner table to the right record
One referral event, from the first card to the next morning.
19:40
Scan
Scan the badge at a seminar, or the card a prospect hands you at dinner. Covve reads cards in 60+ languages.
19:41
Speak
Say “Introduced by a client, interested in retirement planning, call next week.” Covve saves it as a note on the contact.
19:42
Tag
Custom Fields record the event, who introduced them and the topic, the same way for every advisor.
Next day
Follow up
The contact is in your CRM, ready for the call. Your details are already saved in their phone.
One clean record for every contact, from every advisor
Contacts scattered across notes apps and personal phones are hard to find and harder to follow up. Give your firm one place for them.
Same Custom Fields for everyone: source event, referrer, topic and next step.
CRM sync to Salesforce, HubSpot, Zoho, Pipedrive or Microsoft Dynamics 365. Google Contacts and Outlook connect directly.
Digital Business Cards for every advisor, shared by QR code or from Apple Wallet and Google Wallet.
Before, during and after every event
We help you prepare, you see contacts come in live, and every event teaches the next.
We help you set up
Real people help you connect your CRM, build the Custom Fields your advisors fill in and invite the team, so every advisor records the same details. Whenever you write, a real person answers.
See the evening as it happens
Every scan shows up in the web-based Covve Portal in real time, by advisor and by event. Scanning works offline too, with a warning before a weak connection puts a contact at risk.
See which events earn their evening
The Covve Portal shows contacts by event and by advisor, so you can see which seminars, dinners and conferences are worth repeating.
Your firm’s rules come first
Covve captures contact details and notes. How it fits your firm is a decision for your own compliance team.
Your compliance team decides
Covve is not a messaging or archiving tool and does not replace your firm’s policies. Your compliance team decides whether and how advisors use it.
GDPR-aware EU privacy
ISO 27001, GDPR and CyberVadis Platinum. Your data is encrypted in transit and at rest, and Covve is built and based in Europe.
Enterprise controls
Enterprise adds SSO, audit logs, an enterprise DPA, due diligence support and a 99.95% availability SLA.
Kind words from our users
Five stars on the App Store and verified reviews on G2.
Covve lets me capture leads quickly at conferences and take notes on each one, and the way it recognizes contacts on my phone works really well.
Just back from a large conference with where we collected over 200 business cards. … This solution worked from the first time with no corrections needed-it was amazing!
Quick scanning, easy to share the contacts, and good reading of cards. Covve lets me keep records of everyone I meet without holding on to physical visiting cards.
The best digital business card I’ve ever used - and yes, I’ve tested many of them. It’s simple and clean to use and it doesn’t steal your data and send it to Facebook and Google.
I love using Covve as it is my go-to mobile card scanning application during networking events, trade shows, and client meetings. It digitizes contact info quickly, saves it to my phone, and syncs with other tools.
What financial services leaders ask first
Rather talk to a person? Write to us and a real person replies.
Yes. Covve Pro and Enterprise scan any event badge, as well as business cards and QR codes. One app covers the seminar, the conference and the client dinner.
Choose a plan, download the app and your 14-day free trial begins. Real people help you connect your CRM, set up Custom Fields and invite the team.
No. Covve captures and organizes contact details and notes. It is not a messaging or archiving tool and does not make any firm compliant with a regulator’s rules. Your firm’s compliance team decides whether and how it is used, and what goes into notes.
Covve is ISO 27001 certified, GDPR compliant and rated CyberVadis Platinum, and your data is encrypted in transit and at rest. Covve is built and based in Europe. Scanning a card is not consent to marketing, so follow up one to one through the channels your firm approves.
Covve is for capturing and organizing contacts. You can tap a contact to call or email them, which opens your phone’s own apps, but always follow up through the channels your firm has approved.
Salesforce, HubSpot, Zoho, Pipedrive and Microsoft Dynamics 365. CRM sync is an add-on on Pro and included in Enterprise. Google Contacts and Outlook connect directly, and Zapier connects 8,000+ other tools.
Invite everyone to the Team workspace and share the same Custom Fields. You pay per seat, and on Enterprise we guide the rollout with setup, onboarding and training.
Keep scanning. Covve works offline and warns you when the signal is weak. Everything syncs when you are back online.
The web-based Covve Portal tracks contacts by event and by advisor in real time. Compare seminars and dinners, and put your time where the conversations are.
Make the next client event worth the evening.
Start free for 14 days. We help you prepare, you see contacts come in live, and the results help you choose the next event.