SuiteBox | Business at the speed of life

Financial Services Companies Love SuiteBox!

The Value of Digital

Whether integrated or standalone, incorporating digital transaction platforms like SuiteBox creates a connected network of tools and services for your partners, employees and your clients that ultimately speeds up decision making. Creating an ideal user experience that digitizes key areas of the sales process creates value for all stakeholders.

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Show Your Clients Some Appreciation this Year

 

Constant Communication!
A relationship cannot survive on its own. Every relationship needs to be nurtured with kind, constant and honest communication. Just like romantic or familial relationships, client relationships require regular meetings to talk about their goals. The more you communicate, the better the quality of your relationships ensuring more client investment.

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49% of Small Business Owners won't take a vacation this year!

Are you one of those business owners who never take a vacation because they believe they will spend that time taking phone calls and emails instead? Well SuiteBox has some good news for you! Even if you cannot fully discconnect, you can still minimize the time spent working while on a real vacation. Here are a few tried and true strategies you can use to unwind to preserve your well-being.

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Save Money and Generate Revenue during Annual Portfolio Review Meetings

Did you know that your annual reviews could be more efficient and less costly? Did you also know that you could perform the annual reviews “face to face” with your clients at a time that is convenient for both of you (convenient meaning no travel time, staying late at the office, or missing dinner with the people most important in your life)? Did you know that your annual review meetings could be done in fraction of the time that they take today AND offer you the opportunity to present/sell more business? Would you like to separate yourself from the competition by offering your clients a complimentary video file of the entire annual review meeting? Did you know that there is a way to document your annual review discussions with your clients in the same amount of time it takes to read this document?

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To Witness or Not to Witness?

Financial advisers and their staff have long been signing as witnesses on superannuation documents for their clients. But as of January 19th, 2018, the industry has been put on notice by the ASIC that this practice represents a breach of the law and wrongly witnessed death nominations could be rendered invalid and rejected by superannuation fund trustees.

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Does Your Digital Signature Application offer Proof of Signature?

Proof. Evidence. Documentation. These are just a few of the words that have moved to the forefront of compliance discussions after the accusations and law suits stemming from the illicit acquisition and unethical treatment of clients in business dealings over the past decade. Regulators today are looking for rock solid, unambiguous proof that clients engaged in business transactions understand the transaction that they are about to execute and that the signature on the transaction documents are, indeed, the actual client involved in the transaction.

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