Meet a prospect at a seminar or client event, tap once, and your live profile opens on their phone — credentials, calendar, and contact details — while every new lead lands in your CRM with the referral source attached.
Financial advisors grow on trust and referrals — and both start with a first impression. Anexus Connect is the smart business card platform that turns one tap into a captured, CRM-ready connection. Share a polished profile with your designations, disclosures, and booking link — no app for the person you meet — and every prospect from a seminar, client event, or referral partner lands in your mini CRM, tagged with where they came from. It's free to start; PRO is an optional upgrade for AI follow-ups, deeper analytics, and CRM sync.
Advisors grow on referrals from CPAs, lawyers, and happy clients. Every tap drops the contact into your mini CRM with source attribution and notes, so you know exactly who sent them and what to follow up on.
Explore the mini CRMA financial decision rarely happens on the spot — the win is the next meeting. A Book a meeting button on your profile lets a prospect schedule a discovery call or annual review while the conversation is still warm.
How booking worksPeople don't move their savings the day they meet you. An Apple Wallet pass keeps your card, credentials, and booking link on their phone — so months later, when they're finally ready, you're still one tap away.
See the Wallet passClients hand you their financial future. A premium engraved metal card and a polished profile showing your designations — CFP, CFA, CLU — make a credible first impression, and your disclosures update once for every card you've handed out.
See the cardsYes. You edit every element of your profile — your bio, designations, links, and any disclosures your firm requires — and update it any time. Because the profile is live, one change updates every card you've handed out, so what people see always matches your firm's current requirements. Anexus doesn't provide the disclosure wording itself; you add the text your compliance team approves.
No. Tapping your card opens your profile in any phone's browser — no app, download, or account needed on their end. It works on both iPhone and Android, and you can also share by QR code or link when a card isn't handy.
Yes, with PRO. Captured contacts sync natively to 10 CRMs — HubSpot, Salesforce, Pipedrive, Zoho, monday.com, Freshsales, Copper, Apollo, ActiveCampaign, and Close. On the free Basic plan, every prospect is still captured in the built-in mini CRM with notes, tags, and reminders.
Absolutely. Instead of passing around a paper sign-in sheet, attendees tap your card to open a capture form on their own phone, so every name and email is saved accurately and timestamped. Each lead is attributed to the event, ready for a timely, personalized follow-up.
The Basic plan is free at $0 — a live profile, NFC/QR/link sharing, an Apple Wallet pass (free with any Anexus card, otherwise a one-time $1.99), appointment booking, and lead capture, with no credit card to start. PRO is about $6.99 CAD/month or $59.99/year (3 months free with any card, ends September 30, 2026) for AI follow-ups, deeper analytics, and CRM sync. Cards are a one-time purchase in CAD: Metal Black or Stainless Steel at $59.99, or the Phone Tap sticker at $24.99.