SuiteBox | Business at the speed of life

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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SuiteBox technology drives greater efficiency for compliance services in the financial services environment

Moonstone Compliance Pty Limited is a South African based company providing compliance services to 1,500 South African registered Financial Services Providers (FSP). Because these FSP’s are dispersed across South Africa,  Compliance Officers have to travel long distances and endure long hours in traffic to meet with clients.  All compliance monitoring , including training sessions, is traditionally delivered face-to-face resulting in Compliance Officers wasting expensive billable hours just traveling to and from clients. These extraneous travel hours sometimes requires additional staff to ensure that Moonstone Compliance could meet the demands of its clients.

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Icon UK brings superior SaaS solution, SuiteBox, to the UK market

PRESS RELEASE

Icon UK is proud to announce that this morning, it formally signed an agreement for the exclusive distributor rights to the powerful ‘digital workspace’ solution “SuiteBox

What is SuiteBox?

SuiteBox, which is provided as a SaaS product, is a pre-integrated combination of different functionalities necessary to undertake remote document and identity processes face-to-face over a pane of glass of the user’s choice. It’s also turning the advisory and compliance sections of the Customer Communications Management market on its head with its unparalleled capacity to facilitate fast, secure and convenient personal communications.

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