SuiteBox

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.

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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

 



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