Opportunities for Financial Advisors to Attract New Clients Through Transparency

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Retirement, increased capital or financial freedom? It’s all the same, what clients really want is a relationship built on trust. By leveraging transparency and forming better communication you can put them at ease.

Through the never-ending developments and specialisations in technology, businesses of all industries are finding new innovative ways in which to optimise and automate their systems both internally and externally. It’s fair to say that those who are not, will be struggling with profit margins and client and employee retention in the near future.

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Promising Horizons for Advisors Looking to Embrace a Virtually Lead Model.

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On average in the USA, 11 million formal business meetings take place every day and an estimated $37 billion dollars is lost in unnecessary meetings every year.

Through the never-ending developments and specialisations in technology, businesses of all industries are finding new innovative ways in which to optimise and automate their systems both internally and externally. It’s fair to say that those who are not, will be struggling with profit margins and client and employee retention in the near future.

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How technology can help manage great expectations

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Technology doesn’t eliminate the need for the adviser or accountant. However, it will radically change the advice process and ultimately make life easier for everyone.

Clients expect more than ever from their professional advisers and they want to pay less.

They want their adviser to guide and educate them, recalibrate their entrenched financial behaviour, develop a strategy that will ensure they achieve their short, medium and long term objectives, manage their investments, assess their risks and protect them, keep them on track, grow their wealth and basically, improve their lives.

They want all that for a razor sharp fee.

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The Virtual Reality

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For the past few weeks after being exposed to yet another piece of game changing software I have been left to constantly go back to one train of thought – the life of face-to-face financial advice meetings is now over.

The reality is that we hate wasting time. Nothing wastes more time than travelling to and from meetings. We hate putting our day, week and family out to do something good for ourselves.

You can speak to any dentist or doctor; people rarely put their personal health high on the importance level. Waking up and being able to put on your shoes each morning is pretty important I think.

I see wealth the same as health. Very important to be in control of and just as important to be clear on what you need to be doing to stay on the right course to be successfully healthy.

Yet I could argue we ignore our need to look after ourselves and constantly do things to damage the otherwise common sense of taking care of yourself. We have I suppose got to thank evolution and can only laugh at human behaviour I guess.

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SuiteBox wins mobile category at SugarCon 2015

SugarCon2015SuiteBox Solutions SugarCRM’s 2015 global conference held in San Francisco, has just concluded and this year the event was bigger and better than ever. As one of 50 entrants for the annual AppThrowdown competition SuiteBox was awarded best in class Mobile solution.

A powerful endorsement of the design and value of SuiteBox

For more information request a
live demo here.

A panel of industry leaders made the decision and we were invited to demonstrate the solution live to the entire conference prior to being presented with the award. This achievement is particularly ‘sweet’ given we are a relatively new partner for SugarCRM and some of the organisations competing have been building solutions and integration for much longer. It was also gratifying to receive accolades from the panel on the simplicity and effectiveness of our design and the compelling value proposition to customers. The delivery of a pre-integrated offering means SuiteBox is immediately available to all of SugarCRM’s extensive customer base through the extensive partner community. SuiteBox is also now available through the Sugar Exchange.

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We are taking our concept to SugarCRM

Where did Suitebox come from?

Suitebox is the brain child of Craig Meek who has been at the forefront of technology development in the Video collaboration space for many years. Craig’s fascination with video technology combined with the IOS and now the Microsoft and Android platforms has led to the development of SuiteBox recordable Video meetings.

What are the key unique selling points for SuiteBox?

So video meetings have been around for a while, and are already part of the commercial and domestic world right? So what is it that sets SuiteBox apart from other Video Meeting applications? Here’s the thing, the majority of what SuiteBox Video meetings can do are already available across a number of different applications. However it is the unique combination of talents that place Suitebox in its own space.

There are a number of applications out there that can facilitate electronic (digital) signatures, and a number of applications that allow you to record video, and raise documents to be viewed by participants in aipad_doc meeting, however Suitebox facilitates all of these simultaneously. It is this that plants SuiteBox firmly within international acceptance around legislation for the majority of the trading powerhouses around the world.
As previously mentioned in Blogs, I have done a little homework on digital signatures, and in short it is the “intent” that carries more weight than the signature itself. Which is where SuiteBox comes in. SuiteBox video and audio recording of the act of signing makes it water tight internationally if a signature is ever to be contested.

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Electronic Signatures are the future, but are they watertight in business?

electronic-signatureDigital or Electronic Signatures are becoming a part of doing business in the modern world. Have you ever wondered what NZ’s legal view is or how economic heavyweights like the US, Canada and UK view digital signatures for that matter?

So, someone you’re doing business with presents you with an option to scribble a signature on the screen of your iPad or computer screen using a mouse, what do you think? Do you wonder (and hope) that this is actually legally binding, or do you trust implicitly that this signature option is actually legally binding and applaud the convenience of “putting this one to bed” sooner than later.

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Compliance is the buzz word in the Financial Services, Insurance & Recruitment Games heading into 2015.

Is the risk associated with stepping outside industry compliance procedures weighing on your mind?

What if someone in your organisation over stepped the mark, and what financial impact would this have? Not to mention the damage on your brand. In this blog post I’ll explore a better way to mitigate that risk.

Compliance through Video Meetings

Last year tens of thousands of hopeful Job Applicants, Investors and Customers within the Financial Services, Recruitment and Insurance industries receive advice from a plethora of willing Advisers across the Globe every day. In recent times the spotlight has been thrown squarely on the people giving the advice. In the financial circles we see this to ensure we don’t see the repeat of the collapse of so many of our financial institutions taking with them millions of dollars in life savings entrusted to them by unsuspecting every day investors.

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What’s the cost to drive to a business meeting?

Please raise your hand if you’ve ever wondered what it actually costs to drive to a face to face business meeting?

TrafficI’ll tell you what we discovered. $24,000.00/year! That’s if you hold 5 meetings/week. When you drive for just 20 minutes to get to your destination, find (& pay for) a park, spend the next 10 minutes finding the floor you’re supposed to be on, wait in the lobby on 13th floor of an inner city office building, finally you’re face to face with your client after a 10 minute wait in reception. But hold on! Then you’ve got to get back to your office after you pay for that park, Blaaa Blaaa Blaaa you’ve just wasted an hour of your precious time whilst increasing your vehicle running costs. Now times that by 5 meetings a week!

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