In today’s busy world, consumers want convenience and efficiency. They are increasingly more comfortable conducting their business online using digital tools, such as video banking, online client engagement and interviews to make their lives easier. As clients get busier, move town and travel more, it has become increasingly more difficult for professionals to meet face to face. Similarly, professionals are looking for easy, efficient ways to interact with their clients, meet their clients’ demands and expand their business, all at the same time.
For example Financial Advisers wishing to diversify their client database with a younger demographic, the Gen Ys and Millennials of this world will expect technology to be at the forefront of their dealings. Meanwhile, regulatory compliance and transparency have become more important than ever before. And yet, despite many advancements in cloud-based software, video and mobile technology, digital data capture and algorithmic and predicative analytics, the advice process hasn’t changed much. The integrated technology required to bring all these elements together has been elusive.
Today technology is transforming the way we communicate to ultimately make life easier for everyone.
SuiteBox is where simplicity, convenience, efficiency and compliance come together.
Now you can meet your clients in their very own secure virtual room anytime, anywhere. Have video meetings and discuss documents as if you were in the same room together. Safely store them in the Cloud with Oracle and Amazon Web Services.
Keep your clients onboard with virtual meetings, even though they've moved town, or you've moved town. You can still have your annual reviews at the click of a button.
Don’t let geographical distance get in the way of expanding your client base, whether it’s across town or across the country. You can still manage their business virtually.
You may only need to update something minor on a document or update a signature. Why not book in a 5 minute virtual meeting and get the job done?
SuiteBox is intuitive and easy to use with no tutorials necessary. Designed with the user in mind at every step of the customer journey.
Your clients don’t need any training either. One click on a link you've emailed them at a pre-arranged time in the scheduler and they activate a video meeting.
Either participant can take control of a document by using our patented 'heartbeat™' technology.
Screenshare any of the tools you currently use with your clients, including spreadsheets, PDFs, Powerpoint, Xero financials and other portfolio information.
Take action in real time. Use electronic signatures for on-screen authentication to complete transactions. No more sending an email and waiting days or weeks for a response.
We operate a light touch and integrate seamlessly from the cloud, ensuring all documents are saved within your advice platform or CRM. No need to double up on databases. All documents are stored against the meeting they were originally used in.
Once you've agreed a course of action, you can capture the main points for compliance purposes and store it against your client record for later reference or audit. You can also send a link of the recorded video to other parties if required.
Save time and save cost by keeping everything online. All your documents and videos are accessible at any time.
The adviser can use the browser to screen share advisory tools with the customer who has downloaded the iPad APP. This function works best when using the chrome browser. The adviser can select a number of display options which can then be displayed full screen for the customer on the iPad.
These are some of SuiteBox Video's Features. Explore the possibilities...
Have a more meaningful and engaging meeting with your clients while on the go from your laptop or iPad. Meetings can be recorded and securely archived - anywhere, anytime for either reference or audit.
Walk through any documents with your clients or customers remotely, knowing they are on the same page as you. Switch control and collect signatures to accelerate sales. Store updated or completed documents back to the advice platform or CRM.
Initiate a video meeting from within your existing advice platform or CRM with all recordings stored automatically against the client record for later reference or audit.
Capture important moments as video clips from within the meeting and have them stored back in the advice platform or CRM.
SuiteBox allows your investment to grow with your use, from your first trial phase to an enterprise wide deployment, giving you increased value at each and every step.
SuiteBox is both a design-led and future focused solution. It is built with market leading highly scalable technologies, seamlessly and intelligently integrated.
Director of Campbell Insurance brokers
There are many challenges to servicing the needs of clients that are some distance away. In Southland NZ, many clients are one, two or three hours drive away. We all try and line up two or three appointments for the same trip, but you only need one to change their mind and the economics often mean you are doing the job for little or no return. Worse you can’t go back the next day so often one client gets missed. After a few weeks, they don’t recall why you didn’t call, only that you didn’t. Relationships bonds begin to stretch.
Why am I such a fan of SuiteBox?
SuiteBox is the ultimate business tool. It allows me to use our low cost structure (based in Southland) to compete directly with big city brokers. Using SuiteBox, I can have face to face meetings with clients for little or no cost. If someone is busy, I haven’t spent the last hour in traffic only to turn around. I just re-schedule. The internet allows us to communicate at the speed of light. SuiteBox takes the next big evolutionary step, where we combine video with the written word in a simple, interactive and collaborative manner. The Fox is about to get in with the Chickens.
The Insurance Centre Ltd
Having looked after Craig Meek’s Insurance needs for the last 20 years I have been acutely aware of his disdain at the paperwork involved in our Insurance transactions. We sat down one day after he refused to complete another form and he shared his vision which today is SuiteBox.
Today both our lives are easy and more productive thanks to this technology, I don’t sit in traffic gridlock and Craig does not handle a single piece of paper. From managing claims, handling renewals to sorting out his daughters wisdom teeth claim in London - SuiteBox is Insurance, anytime, anyplace, anywhere.
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