Latest Telepresence and Visual Collaboration News:
New adviser app redefines the client experience
New Zealand technology company SuiteBox has launched its new cloud-�?based videoconferencing and live document collaboration app into the Australian financial services market, due to increasing adviser demand for a more effective way to deliver services to clients in real time.
SuiteBox, which recently received a significant R&D grant from the New Zealand Government's Callaghan Innovation, is a videoconferencing and recording solution with the ability for advisers to share documents on-�?screen and immediately gain electronic signatures
The solution, which allows you to video-�?enable your business processes, is designed to seamlessly integrate with CRM and financial planning software like Salesforce, SugarCRM, Xplan and Coin, allows advisers and their clients to accelerate the advice process by collectively reviewing, amending and signing off on advice documents; superannuation, investment and insurance applications; and records of advice.
Add New Comment
Telepresence Options welcomes your comments! You may comment using your name and email (which will not be displayed), or you may connect with your Twitter, Facebook, Google+, or DISQUS account.
See what happens when YouTube and TPO come together at the Telepresence Options YouTube Channel.