Global professional services firm Aon 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 advisers’ practices,” said Jayson Walker, Aon’s General Manager of Financial Advice.
“A key innovation from SuiteBox was the integration of the digital signatures into the video conference itself. To have an adviser be able to digitally present a Statement of Advice and capture the Authority to Proceed in the same session is the kind of easy and simple process consumers have come to expect,” he added.
Aon has over 200 advisers across its Australian network who will have access to SuiteBox’s video, collaboration, and digital signature tools.
Ian Dunbar, CEO of SuiteBox, commented: ‘Aon undertook a comprehensive review of functionality, risk and suitability, and I am very proud that SuiteBox was selected by Aon to deliver a comprehensive digital workspace to their advisers and clients’.
“From inception, SuiteBox has always understood the importance of the ability to not only meet, but also collaborate on documents and transact business all in one digital solution. This combination puts SuiteBox at the leading edge of digital workflows for professional services. The adoption of SuiteBox by Aon is a true endorsement of this strategy”.
Over 800 companies globally use SuiteBox’s digital workspace. The company is experiencing rapid expansion, given the growing popularity of video conferencing in business and the engagement it offers with clients.
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