WFG 365 vs TapSavvy

Designed exclusively for active licensed agents of World Financial Group Insurance Agency, LLC and World Financial Group Insurance Agency of Canada Inc. and representatives of Transamerica Financial Advisors, Inc., who are affiliated with WFGIA. The WFG 365 app allows users to quickly and easily monitor their key business metrics at any time and from anywhere.

Your business card, upgraded. TapSavvy turns every introduction into a relationship — share your digital card in seconds, capture who you meet, and never drop a follow-up again. SHARE ANYWHERE • Flick your card across the screen to send it (yes, really) • QR code on your home screen widget — shareable without even unlocking • NFC cards, view-once private links, Apple Wallet passes CAPTURE EVERYONE YOU MEET • Scan paper business cards with AI — name, email, company extracted automatically, even offline • Exchange contact info both ways with one tap • Save new contacts straight to your phone STAY ON TOP OF RELATIONSHIPS • Notes, interaction history, and follow-up reminders per contact • A "needs attention" list so nobody slips through the cracks • Push notifications the moment someone shares their info with you MAKE NETWORKING A SPORT • Daily streaks (with freezes for busy days) • Team leaderboards with a transparent scoring system • Achievements, event lead capture with goals, badge scanning BUILT FOR TEAMS • Organizations get their own branding throughout the app • Event mode with offline lead queues for conference floors • Live analytics: views, taps, link clicks, devices, top content Your data stays yours: delete your account any time, directly in the app. TapSavvy Pro is an auto-renewing membership subscription, offered monthly or yearly. Payment is charged to your Apple Account at confirmation of purchase. It renews automatically unless cancelled at least 24 hours before the end of the current period, and can be managed or cancelled any time in your Apple Account settings. Prices are shown in the app in your local currency. Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ Privacy Policy: https://app.tapsavvy.io/privacy