Financial advisers can engage with clients online, screen share documents, record meetings, and digitally sign documents, managing compliance efficiently.
Bankers, clients and their intermediaries can meet in the same room – up to four at one time – and at anytime, to digitally sign applications.
With clients demanding more for less, accountants can efficiently service more lower fee paying clients more efficiently as well as spend more time with valuable clients, increasing revenue.
Lawyers can now deliver legal advice immediately, record all or part of a meeting, store sensitive material and recordings, and sign documents in a secure portal.
Real estate and property specialists can review contracts and sign securely increasing speed and efficiency.
Manage your recruitment online with prospective candidates, record interviews to forward onto prospective employers and get contracts signed quickly and submitted – no paper, no scanning.
Unlimited video conference, screen sharing collaboration, and digital signatures.
FREE 21 DAY TRIAL
Save up to 6 hours per week holding your meetings online via HD video conference
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Screen share documents and collaboration tools easily.
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Unlimited ability to edit pdfs and add digital online signatures.
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Brand SuiteBox with your own company logo.
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General Manager of Financial Advice
Aon’s partnership with solutions such as SuiteBox represent an important part of our ‘Client First’ philosophy and our commitment to empowering results for Aon advisers.
Partner, Abernethy Partners
The nature of our business is that we are rarely in the same room as clients or counter-parties; but we do need to be able to discuss detail in documents regularly. Phone calls don’t work as well for a detailed review of documents - it can be slow work trying to get everyone focussed on the same page. Suitebox speeds up our interactions on documents and enables us to accelerate the life-cycle of documents. Our clients love it.
General Manager, Elders
Our alliance with Suitebox helps create a truly differentiated dealer group offering for our adviser network, giving them the latest digital advancements and efficiencies to support their business.
Head of Service & Sales with New Zealand Financial Services Group
We have improved not only client satisfaction, but the productivity of our own business. Virtual meeting rooms eliminate the need for the client to travel hours to attend a meeting, which is time consuming and costly. SuiteBox’s tools enable our business to move ahead more quickly with transactions and clients appreciate this efficiency and personal contact.
Director of Campbell Insurance brokers
Why am I such a fan of SuiteBox?
SuiteBox is the ultimate business tool. It allows me to use our low cost structure to compete directly with big city brokers. Using SuiteBox, I can have face to face meetings with clients for little or no cost. If someone is busy, I haven’t spent the last hour in traffic only to turn around. I just re-schedule. SuiteBox takes the next big evolutionary step, where we combine video with sharing of documents and digital signatures in a simple, interactive and collaborative manner. The Fox is about to get in with the Chickens.
The Insurance Centre Ltd
Having looked after Craig Meek, the SuiteBox founder's Insurance needs for the last 20 years I have been acutely aware of his disdain at the paperwork involved in our Insurance transactions. We sat down one day after he refused to complete another form and he shared his vision which today is SuiteBox.
Today both our lives are easy and more productive thanks to this technology, I don’t sit in traffic gridlock and Craig does not handle a single piece of paper. From managing claims, handling renewals to sorting out his daughters wisdom teeth claim in London - SuiteBox is Insurance, anytime, anyplace, anywhere.
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