SPIDERCARD - Link Bio Template with "Form Function"

Hello 👋🏻

我是 SPIDERCARD UI/UX 設計師,Xunyu.

在 SPIDRCARD 平台上,我們致力於為各行各業提供專業且具有設計感的電子名片方案。身為 UI/UX 設計師,我負責設計 APP 和 WEB 的介面,並根據每位用戶的職業需求量身打造獨特的版型。我們的目標是超越市場上大多數平台僅能調整顏色主題的限制,打造既美觀又具設計感的使用體驗。

"Financial Advisor" 版型概念

"Financial Advisor" 版型專為理財顧問、投資顧問以及需要展現專業商務形象的從業者設計。這一版型的設計不僅能夠體現專業性,還能增強用戶的信任感和品牌形象,讓每位理財顧問都能以最優質的形式與客戶建立聯繫。

頁面內容與功能

此版型的界面設計簡潔大方,重視信息的清晰呈現,同時保持專業與優雅。頁面包含以下主要內容:

  • ・姓名與職位:顯示用戶的基本身份資訊,讓訪客一目了然。

  • ・公司名稱與標誌:強調用戶所屬公司或品牌的專業形象。

  • ・聯絡資訊:清晰展示聯絡方式,包括電話、信箱、社交媒體連結等,讓客戶可以方便地找到顧問。

  • ・專業形象照片:用戶可以上傳個人頭像或專業形象照片,進一步強化信任度。

  • 表單功能

在"Financial Advisor" 版型中,最具特色的功能是 表單功能,這是其他版型所沒有的獨特設計。表單功能設計適合以下幾類對象使用:

  1. 1. 一對一諮詢顧問:此功能特別適合需要與客戶進行一對一諮詢的理財或投資顧問。顧問可以根據客戶需求設置表單,收集客戶的基本資訊、投資意向或風險偏好等,提前了解客戶狀況,進行更精準的諮詢服務。

  2. 2. 金融服務提供者:適合那些提供貸款、保險或投資方案的專業人士,透過表單來收集客戶的需求資訊,並根據客戶提交的資料進行後續跟進。

  3. 3. 商務談判者:適合需要進行商務洽談的職業,表單功能能幫助收集重要的客戶資料,並建立良好的溝通基礎,讓後續商務互動更加順暢。

  4. 4. 簡單的問卷調查:如果顧問希望進行簡單的問卷調查,表單功能能夠快速設置適合的問題,收集客戶對於市場趨勢、投資方向等的看法,從而幫助顧問做出更符合客戶需求的建議。

  • 靈活設置與操作

該版型的使用者可以通過 APP 操作界面靈活設置表單內容,根據不同需求進行調整,滿足從基本聯絡信息收集到專業諮詢預約的多樣需求,從而實現更高效的客戶管理。

Hello 👋🏻

I am the UI/UX designer of SPIDERCARD, Xunyu.

At SPIDERCARD, we are committed to providing professional and aesthetically designed digital business card solutions for various industries. As a UI/UX designer, I am responsible for designing the APP and WEB interfaces, and creating customized templates based on the specific needs of each user's profession. Our goal is to go beyond what most platforms offer, which is typically just simple theme color adjustments, by delivering a visually appealing and well-designed user experience.

"Financial Advisor" Template Concept

The "Financial Advisor" template is specifically designed for financial advisors, investment consultants, and professionals who require a polished business image. This template not only emphasizes professionalism but also enhances the trustworthiness and branding of the user, allowing financial advisors to connect with clients in the most effective way.

Page Content and Features

This template has a clean and elegant interface, focusing on the clear presentation of information while maintaining a professional and refined look. The page includes the following key content:

  • ・Name and Position: Displays the user's basic identity information for easy recognition by visitors.

  • ・Company Name and Logo: Emphasizes the professional image of the company or brand the user represents.

  • ・Contact Information: Provides clear contact details, including phone number, email, social media links, etc., making it easy for clients to reach the advisor.

  • ・Professional Photo: Users can upload a profile or professional image to further strengthen credibility.

Form Feature

One of the most distinctive features of the "Financial Advisor" template is the form feature, which is exclusive to this template and not available in others. The form feature is designed for the following target audiences:

  1. 1. One-on-One Consulting Advisors: This feature is ideal for financial or investment advisors who need to consult with clients one-on-one. Advisors can set up forms to collect clients' basic information, investment preferences, or risk tolerance, allowing them to better understand the client's situation and provide more precise advice.

  2. 2. Financial Service Providers: Perfect for professionals offering loans, insurance, or investment solutions. The form allows them to gather client needs and follow up accordingly based on the information submitted.

  3. 3. Business Negotiators: Suitable for professionals involved in business negotiations. The form feature helps collect key client information and establish a solid communication foundation, making future business interactions smoother.

  4. 4. Simple Surveys: If advisors wish to conduct simple surveys, the form feature allows for quick setup of relevant questions, collecting clients' views on market trends, investment directions, and more, enabling the advisor to make recommendations that align with client needs.

Flexible Setup and Operation

Users of this template can easily set up and customize the form content through the APP interface, adapting it to their specific needs—from collecting basic contact information to scheduling professional consultations—thereby achieving more efficient client management.

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🌐 數位名片平台 The digital business card platform

SpiderCard 提供線上電子名片服務,使業務推廣更有效。使用者可以透過社交媒體和訊息即時分享名片,快速擴展業務。

SpiderCard provides online electronic business card services, making business promotion more effective. Users can share business cards instantly through social media and messaging, quickly expanding their business.

📲 APP功能 APP features

使用 SpiderCard APP 可免費創建及編輯電子名片,並能實時更新資料,方便管理。

Use the SpiderCard APP to create and edit electronic business cards for free, and update information in real-time for easy management.

👉🏻 下載「SPIDERCARD-電子名片」免費註冊,建立你的第一張電子名片!

Download "SPIDERCARD - Electronic Business Card" for free registration and create your first electronic business card!

iOS: https://apps.apple.com/tw/app/spidercard-%E9%9B%BB%E5%AD%90%E5%90%8D%E7%89%87/id1566972546

Android: https://play.google.com/store/apps/details?id=com.spiderweb.spiderc2

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