Meet more clients, more often:
by efficiently managing your client meetings and document signing online - via your desktop, smartphone or tablet. Meet up to four people in the same meeting room.
Save time and cost – no paper,
no scanning: keep everything online securely. SuiteBox operates seamlessly with the cloud with Oracle and Amazon web services, saving documents to your CRM or other platforms automatically. Unlimited data storage.
Engage with clients anytime, anywhere: fitting in with their busy schedules. Screenshare and share control with participants on any applications, and documents at a touch of a button.
Easy to use: Your clients don’t need any training. One click on a link you’ve emailed them for a date and time, saved to their calendar and they active a video meeting. It’s that simple.
Take action in real time: by using the latest digital signing and verification technology to sign documents and record both the meeting and the signatory identification.
Protect your business You can retrieve recordings and signatures anytime from your secure account, managing compliance and protecting you from any legal issues down the track.
With clients demanding more for less, accountants can efficiently service more lower fee paying clients more efficiently as well as spend more time with valuable clients, increasing revenue.
Real estate and property specialists can review contracts and sign securely increasing speed and efficiency.
Collaborate with clients worldwide using SuiteBox
Send and save documents in your video meeting room
See the document through your participants eyes
Signing documents has never been easier
Forget something? Watch your meeting recording!
Screenshare your tools with ease using SuiteBox
Personalize your customer experience with customized branding
General Manager of Financial Advice
Aon’s partnership with solutions such as SuiteBox represent an important part of our ‘Client First’ philosophy and our commitment to empowering results for Aon advisers.
Partner, Abernethy Partners
The nature of our business is that we are rarely in the same room as clients or counter-parties; but we do need to be able to discuss detail in documents regularly. Phone calls don’t work as well for a detailed review of documents - it can be slow work trying to get everyone focussed on the same page. Suitebox speeds up our interactions on documents and enables us to accelerate the life-cycle of documents. Our clients love it.
General Manager, Elders
Our alliance with Suitebox helps create a truly differentiated dealer group offering for our adviser network, giving them the latest digital advancements and efficiencies to support their business.
Head of Service & Sales with New Zealand Financial Services Group
We have improved not only client satisfaction, but the productivity of our own business. Virtual meeting rooms eliminate the need for the client to travel hours to attend a meeting, which is time consuming and costly. SuiteBox’s tools enable our business to move ahead more quickly with transactions and clients appreciate this efficiency and personal contact.
Director of Campbell Insurance brokers
Why am I such a fan of SuiteBox?
SuiteBox is the ultimate business tool. It allows me to use our low cost structure 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. SuiteBox takes the next big evolutionary step, where we combine video with sharing of documents and digital signatures 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, the SuiteBox founder'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.
Click on the link below to see us in action.
Try or buy now - don’t wait to offer a superior customer experience.
Register here for a
30 day trial
(excluding local fees and taxes where applicable)