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New adviser app redefines the client experience

May 25, 2015 | Telepresence Options

suitebox

Story and images by Professional Planner

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.

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