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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Back to basics: the cloud for accountants

Article featured in Accountants Daily

The cloud, the cloud marketplace and APIs, are all of these just a bunch of jargons or the future of accounting technology?

By Ian Dunbar, CEO Suitebox

Get onboard with the digital revolution! Are you in the cloud? You are not still using desktop software are you? It’s all about the SaaS, Paas and IaaS. Make sure the systems you choose are API-friendly, and they need to be RESTful.

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Apply the human touch without letting go of scalability

Suitebox-900

It fascinates me that in many industries and businesses, we seem to have forgot that the customer (those folk who buy and consume, pay bills and keep businesses afloat) are humans.

When did that undisputable fact get lost? We now have an entire industry of management consultants telling us that we need to reinvent our businesses using ‘human-centric design’, yet financial services practice doesn’t always follow that rhetoric.

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How not to get sued in 2017. Advice for the AFSL and the adviser

Where do you and your advisers find the time to do it all and monitor compliance, especially considering the vast area of risks you are exposed to?

My compliance manager, during one period when I was an adviser, was a lawyer. She used to say over a post audit coffee, “Andy, I love your files. They tell such a vivid and connected story of your client’s journey. I have a question though. When do you find the time?”.

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