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Tag Archives | suiteBox

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Suitebox now integrated with Xplan

A Customer Relationship Management System (CRM) offers an advisor a myriad of benefits including, but not limited to, sales and relationship management, marketing support and data analytics, management and security. In keeping with this theme, Suitebox has now integrated with Xplan by Iress. Xplan is well established in the South African market place. With its […]

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XPLAN announces integration with Suitebox

Financial software provider IRESS and digital meeting place provider SuiteBox have announced the integration of SuiteBox’s digital workspace solutions with IRESS’s adviser software, Xplan, as advisers seek more ways to communicate with clients. Some features the new partnership offers advisers include scheduling video meetings with clients using Xplan, using screen sharing documents and applications, recording […]

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Automated advice and Fit and Proper

During the recent Moonstone Regulatory Update Workshops, Billy Seyffert, COO of Moonstone Compliance and Risk Management alluded to rather stringent requirements for those who plan to go this route. The FPI recently conducted a Robo-Advice Survey. Interestingly, close to 50% of the respondents indicated that they believe that regulators should monitor the progress and standards […]

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The future of financial advice in SA

The SuiteBox client engagement and support tool delivers video meeting and digital signing capabilities to financial advisers. Rapid advances in fintech provide a host of solutions that streamline the delivery of financial advice, while driving customer engagement, enhancing productivity, minimising costs and ensuring workflow-embedded risk management and compliance. Among the most exciting of these fintech […]

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Why this is no Gorillas in the mist story

Extract from a recent blog by Troy Penney, who works for SuiteBox in Sydney,  Australia, If you and your business are in a profession that charges a fee or a commission for exchange of knowledge, then one of the Gorillas is coming after you…. Here I will tell you why and when. Facebook, Amazon, Alibaba, […]

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Moonstone Brand Ambassador, Oliver Bekker, excels

Oliver Bekker, brand ambassador for Moonstone and Suitebox, saw a lifetime dream come true when he qualified for the 117th US Open golf tournament at the Erin Hills course in Wisconsin which starts today. Bekker only had two days to get to the course in the UK after two wins on the Sunshine circuit and […]

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AON Opts for Suitebox

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 […]

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Work smarter and harder

The Afrikaans idiom, “Van uitstel kom afstel” probably rings more true than the English equivalent: “Procrastination is the thief of time” as far as the financial services industry is concerned. Failing to adapt in time to a changing business environment could cost much more than just lost time. Big businesses have the means and resources […]

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World’s First E-Signing Functionality Launched

Global software provider of digital workspace technology, SuiteBox, has upgraded its software to allow for four-person meetings that, for the first time, enables the multi-party signing of documents in a secure cyber environment. Ian Dunbar, CEO of SuiteBox, said: “This new functionality allows for a meeting host and up to three participants to meet to […]

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