Customer Story

Digital transformation in networking at detschen Vermögensberatung: Efficient and sustainable with Lemontaps

Michael Schwind has taken a significant step towards modern and efficient networking with the Lemontaps digital business card. In the financial sector, he uses the innovative technology to maintain contacts in a professional and environmentally conscious manner

21.08.20244 min reading time
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Company

Deutsche Vermögensberatung (DVAG) has been a leading family business in the financial sector for almost 50 years and is the largest independent financial advisory service in Germany. With an impressive reach, DVAG supports around 8 million people with topics such as protection, retirement provision and asset accumulation. The Group offers comprehensive advice and customized solutions based on a holistic bancassurance concept that focuses on the individual goals of its customers. DVAG is characterized by many years of experience, continuous growth and a strong commitment to the training and further education of its advisors.

Location

Schweinfurt, Germany

Industry

Financial advice

Company size

5000

Website

https://www.dvag.de/michael.schwind/index.html

Michael Schwind, who works in the financial sector, has been using Lemontaps' innovative digital business card solution for three months now. As a consultant and networker, he has realized how important it is to maintain modern and efficient contacts. Switching to digital business cards has optimized his work processes and helped him to make a lasting impression on his customers

The problems of traditional business cards

Before the introduction of Lemontaps, Michael Schwind had to rely on conventional paper business cards, which he always had to carry with him in large quantities. This was not only impractical, but also led to high printing costs and problems with updating the data. In financial consulting, it was also important to include legal notices and disclaimers on the cards, which made the design and printing process even more time-consuming. After networking events, Michael had to manually transfer all contact details into his CRM system - a time-consuming and inefficient process.

A simple transition to a digital solution

With the introduction of Lemontaps, Michael Schwind was able to solve all these problems in one fell swoop. His digital business card is now stored on a handy NFC card that he takes with him wherever he goes. This card allows him to share all relevant information, such as LinkedIn profile, company website and WhatsApp contact details, with a simple tap on his customers' smartphones. If the NFC does not work, a QR code is available as an alternative. He not only saves time when following up on meetings and events, but also impresses his customers with the innovative solution.

The future of networking with Lemontaps

The decision to switch to Lemontaps' digital business card platform has paid off in full for Michael Schwind. The switch not only brought him considerable efficiency gains, but also strengthened his image as a modern and future-oriented consultant. Lemontaps has helped him to optimize his network work and inspire his customers with an innovative approach.

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I am totally enthusiastic because this solution always triggers a "wow" from the customer. They notice that I'm moving with the times and they've often never seen anything so innovative. It makes me memorable for the customer and they have all my important information at their fingertips

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Michael Schwind

Investment advisor

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The switch to digital business cards has proved enormously successful for Michael Schwind in the financial sector and the use of Lemontaps will remain an integral part of his networking strategy.

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