SuiteBox, a client engagement tool for financial advisers featuring video and digital signing, will be rolled out across Aon’s advice network in Australia.
Aon general manager of financial advice Jayson Walker said leveraging video conferencing technology such as SuiteBox is “the next logical step in improving the client experience”.
“It also increases the effectiveness and efficiencies for our adviser’s practices,” Mr Walker said.
“A key innovation from SuiteBox was the integration of the digital signatures into the video conference itself.
“To have an adviser be able to digitally present a statement of advice and capture the authority to proceed in the same session is the kind of easy and simple process consumers have come to expect.”
SuiteBox chief executive Ian Dunbar said, “Aon undertook a comprehensive review of functionality, risk and suitability, and I am very proud that SuiteBox has been selected by Aon to deliver a comprehensive digital workspace to their advisers and clients”.
“From our inception, SuiteBox has always understood the importance of the ability to not only meet, but also collaborate on documents and transact business all in the one digital solution,” Mr Dunbar said.
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