QR codes for finance and insurance that customers can trust.
Put one dynamic QR code on every statement, branch poster and policy pack. Open the app, the policy documents or an appointment request on your own domain, and see which branches and letters bring the scans.
No credit card required•GDPR-compliant•Hosted in the EU
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What are QR codes for finance and insurance?
QR codes for finance and insurance are dynamic QR codes on statements and letters, branch posters, policy documents, print ads and advisers’ business cards that open content the company can change at any time: the app download, a policy or product PDF, an appointment request, a claims form or an adviser’s contact card. Each branch, letter or campaign can have its own code, and with your own domain customers can see that the link really belongs to you. QRCodeKIT, launched in 2009 as uQR.me, is the dynamic QR code platform that creates, hosts and measures them, hosted in the EU.
Who it’s for
From the branch window to the letter at home
Banks & credit unionsBranch posters that stay current
Posters, leaflets and window displays open the app, product documents and an appointment request, changed without a new print run.
QR codes in banking services →
Insurers & brokersPolicy packs with the next step inside
A code on the policy pack, the renewal letter or the broker’s card opens the policy documents, a claims form or a contact card, so customers know who to call.
File download QR codes →
Fintechs & payment appsPrint that ends in the app
Ads, welcome letters and card carriers open the App Store or Google Play, depending on the phone, or the onboarding guide for new customers.
App store QR codes →Platform
Every branch, letter and campaign, one dashboard
Create
One code per branch, letter and campaign
Create codes in bulk for every branch, adviser and mailing, group them by region or product line, and change what they open when terms or documents change: the posters and letters stay valid.
Bulk creation →Digital business cards →
Design
Codes that belong on your statements and posters
Your logo, colours and frame on letters, posters and cards, with a live check that the code still scans. Point it to PDFs, app stores, appointment forms or contact cards from the same code types.
Form QR codes →Social media QR codes →
Track
See which branches and letters bring scans
Scans by branch, city and device, first visits apart from repeat ones, and the days customers scan. Compare posters, letters and ads, and send appointment requests to your CRM through the API and webhooks.
QR code analytics →QR code API →
Cleo · AI agent
A help desk in every letter and branch
Cleo is the AI agent that lives inside your QR codes. Train her on your service guides, branch hours and claims steps, and she answers customers’ practical questions in their own language, at any hour.
- Answers with no staff needed
- 24/7
- Languages supported
- 40+
Cleo answers from the documents you give her. Questions about which product suits a customer belong with your advisers.
Can I see an adviser at this branch this week?
Yes: there are appointments on Thursday at 10:00 and Friday at 15:30 at this branch. Choose one in the form below and you’ll get a confirmation by email.
Control
Codes customers can check are yours
Customers are warned about fake QR codes, and rightly so. QRCodeKIT keeps your codes on your own domain and your customers’ data in the EU, so every scan lands on a link they can check.
- Your own domain. Customers see a link that is clearly yours, which helps them tell your code from a fake sticker or a phishing email. On Pro and Enterprise.
- Hosted in the EU. GDPR-compliant, with European-based infrastructure.
- Teams and single sign-on. Up to 10 team members on Pro; SSO and up to 50 members on Enterprise, for marketing, branch and compliance teams.
- Forms with consent. Appointment and callback requests with a required consent, and stored answers deleted automatically every week or month.
- Links, not account data. A QR code holds a link, never account or card details. Keep personal and financial information out of codes and URLs.
- GDPR
- EU hosting
- ISO 27001 framework
- SSO
Questions banks and insurers ask us
QRCodeKIT is a dynamic QR code platform launched in 2009 as uQR.me and hosted in the European Union. Banks, insurers and fintechs can use it to run the codes customers scan on statements, branch posters and policy documents.
What are QR codes used for in banking and insurance?
To connect print with content that changes: app downloads, product and policy documents, appointment requests, claims forms, advisers’ contact cards and branch information. A dynamic QR code lets you change that content at any time and count every scan without reprinting.
Can I put a QR code on statements and letters?
Yes. A code on a statement, renewal letter or welcome pack can open the app, a help page or the documents that go with the letter. Use the same code for everyone who receives that letter: a QR code holds a link, never account details, so keep personal information out of codes and URLs.
Can I change what a branch poster opens after printing?
Yes, if it is a dynamic QR code. The poster stays in the window and you point its code to the new campaign, document or page from the dashboard. Give each branch its own code to see which locations bring the scans.
Can customers book an appointment or report a claim from a QR code?
Yes. A form QR code opens an appointment or claims request with a required consent, and stored answers can be deleted automatically every week or month. Send them to your CRM or claims system through the API and webhooks.
How do customers know a QR code really comes from us?
With your own domain on Pro and Enterprise, the link customers see belongs to your bank or insurer, not to a generic short link, and you can change any code at once if a fake sticker appears. See trusted-domain QR codes.
Can I use QRCodeKIT with customers’ financial data?
QRCodeKIT is built for public-facing information: documents, app downloads, branch information and forms. A QR code holds a link, never account or card data, so keep personal and financial information out of codes and URLs and in your own systems.
Is there a free trial?
Yes. Every new account starts with a 7-day free trial of Pro, with no credit card required, with up to 100 QR codes and 100 scans each. Teams that need SSO, API access or higher limits can compare the plans or book a demo.