SuiteBox is a digital workspace for professional services, enabling them to meet with clients whenever and wherever they are, helping them increase revenue and protect their business.
The technology brings together secure video meetings with adviser collaboration tools – in that users can screen share any documents, tools, applications – with the latest digital signing and verification technology.
With SuiteBox you can record all, or any part of a meeting, including digital signatures and verification from all participants.
SuiteBox can apply to any business that requires online video meetings, collaboration, the need to record, and to transact through the signing of documents.
| End User | Advisers |
| Advice Process Steps | Scope Goal Identification Assessing Review |
| Benefits | Process efficiency Engagement uplift Time savings Cost to serve reductions Compliance benefits |
| Cost per user per annum | $499 |
| Time saving per client | 1-3 hours per client |
| Cost saving per client | $501-$1000 |
| Integration | Xplan, Midwinter, CCUBE, Moneybowl |
| Website embedding | Yes |
| White labelled | Yes |
| System prerequisite | No |
| Single sign on | Yes |
| Data storage | Client name and email address is stored by SuiteBox in Oracle Cloud. Documents and videos are stored in either: 1. AWS Cloud 2. Integrated Planning Software 3. On premise solution |
| Privacy standards | Australian Privacy Act. |
| Limits on use | No |
| Disaster recovery and business continuity plans | Yes |
| AFSL approval | AON Centrepoint Alliance |