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Centrepoint delivers new digital workspace technology to its adviser network

Centrepoint Alliance has partnered with New Zealand software firm SuiteBox to deliver new state-of-the-art video conferencing technology and digital signing technology to its network of advisers, enabling them to ‘meet’ their clients online, view and sign documents and share video records from client meetings.

SuiteBox is a digital workspace that uses technology to replicate a meeting room environment. It allows advisers to meet with up to three people in a client group via video; to share screens; to share and work on documents; to give control to clients to do the same. Unlike other video conferencing tools such as Skype, it allows participants to complete, fill in and sign required forms and paperwork.

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Aon Rolls Out SuiteBox Across Adviser Network to Provide Improved Client Experience

June 5, 2017 – Global professional services firm Aon has collaborated with Global software provider SuiteBox, to roll out its digital workspace technology to its Australian adviser network, to streamline their advice process and provide improved client experience.

“Aon has had a client first philosophy for some time now, leveraging technology such as SuiteBox’s video conferencing platform is the next logical step in improving the client experience. It also, increases the effectiveness and efficiencies for our adviser’s practices.” Said Jayson Walker, Aon’s General Manager of Financial Advice.

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