SuiteBox gives you access to a digital workspace tool which enables you to hold online video meetings and sign documents with your clients.
In the recent Netwealth AdviceTech survey, virtual online meeting tools, such as Suitebox are hitting a sweet spot with 52% of advisers using virtual online meeting tools with clients today. With this technology, you can hold a video meeting at any time from any internet enabled device.
The top five uses for financial advisers include:
- Client fact find
- Insurance applications
- Statement of advice presentations
- Review meetings
- General paperwork signing
SuiteBox product features:
- Hold online meetings with your clients
- View and discuss documentation and edit online forms
- Use digital signatures to sign documents and complete paperwork
- Customise your client experience with your own branding
IRESS are currently developing the functionality to integrate SuiteBox and XPLAN enhancing the way you and your clients communicate together.