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Tag Archives | suiteBox

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Client engagement

Bringing back the human element in client engagement

Here’s a novel revelation.  It turns out customers are also human, after all.  It fascinates me that in many industries and businesses we seem to have forgotten that customers (those folk that buy and consume, pay bills and keep businesses afloat) are actually human beings.  When did that undisputable fact get lost?  We now have […]

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Digital_disruption_artcile_

Virtual Meeting Rooms

The Oosthuysen determination, published in December 2016, and discussed above, yet again highlights the importance of accurate record keeping, and the need to consider using technology to cover our backs from clients suffering from selective memory loss. It appears that it is not only in rugby that the Kiwis are leading the way. A lot of […]

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Criticism

He said She said…

In December, the FAIS Ombud released no less than eight determinations. In a strange turn of events, one case was actually referred to the courts as the Ombud was unable to determine whether the client’s version of events was in fact true. This hinged on the fact that the client had made seven previous syndication […]

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industry experts

Suitebox Assessment by Industry Experts

SuiteBox provides video business meeting software of specific benefit to modern day financial advisers. Apart from providing significant cost, productivity and client engagement improvements, it assists in simplifying record keeping. Inaccurate or insufficient documentary proof is the one common denominator in all findings against financial advisers. Moonstone became financially involved in Suitebox, as we believe […]

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suitebox

Suitebox Assessment by Industry Experts

SuiteBox provides video business meeting software of specific benefit to modern day financial advisers. Apart from providing significant cost, productivity and client engagement improvements, it assists in simplifying record keeping. Inaccurate or insufficient documentary proof is the one common denominator in all findings against financial advisers. Moonstone became financially involved in Suitebox, as we believe […]

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suitebox

Moonstone Partners with SuiteBox to open South African office

SuiteBox, the mobile office solution for professionals, launched in South Africa in partnership with Moonstone Information Refinery to provide sales, marketing and frontline services. In addition, Moonstone acquired a 10% equity shareholding in SuiteBox Solutions. Ian Dunbar, SuiteBox CEO, said: “If you want to spend more face-to-face time with your clients, if you want a […]

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Bobby Londt & Matt Timmins

Moonstone extends its Global footprint

On a recent sojourn, a Moonstone delegation consisting of Hjalmar Bekker, Director of Moonstone and Bobby Londt (pictured above left), Digital Strategist, visited prominent industry counterparts in the UK. This was not the first time since the introduction of international regulatory intervention in the financial services industry, that Hjalmar Bekker had undertaken such forays with […]

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