Ian Dunbar

Financial advisers have been given another boost in the race to digitalise their businesses with the recent tie-up between SuiteBox – a virtual meeting platform designed for financial risk compliance – and YTML, creator of Seido, an integration hub that connects fintech applications that results in a more efficient way to deliver advice.

The partnership between YTML and SuiteBox sees the Seido Integration Hub connect directly with SuiteBox’s virtual meeting software, allowing advisers and their clients to meet, discuss and close business by combining face-to-face video meetings, document sharing and digital signing – recorded, compliant and available for regulatory scrutiny.

The direct integration into the Seido platform –an integration hub designed by YTML to solve the connectivity challenges advice businesses face when delivering advice – means that those using the system can easily add SuiteBox to their workflow.

SuiteBox Chief Executive, Ian Dunbar, said: “Our partnership with YTML enables financial advice businesses addressing the digital transformation challenge to create additional value in their client relationships. Our solution provides a hassle-free virtual meeting space with specialist features designed for financial services businesses.”

YTML Director Piew Yap said, “We are delighted that SuiteBox has joined us in recognising the importance of connectivity in advice. Seido provides a platform where advisers can use many different technology solutions, without having to re-enter information in to each program – it’s an open API, and will be the future of technology in advice.”

One of the unique features of SuiteBox is it’s VideoSign Proof of Signature feature, which significantly enhances the robustness of signature verification by capturing on video the advice given and the customer’s acceptance and intent in the lead up to them signing documents.

The two companies have been able to complement their individual services with a neat integration that offers a very attractive cost to advisor businesses. SuiteBox’s integration provides additional value with a flexible, monthly license at an exclusive price for Seido users.

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Ian Dunbar

Sydney-based technology company, SuiteBox, is pleased to announce that it has been chosen to participate in the Australian Government’s San Francisco Landing Pad, alongside nine other cutting edge Australian companies.

SuiteBox’s Chief Executive Officer, Ian Dunbar, will take up residency at WeWork, located in the San Francisco financial district as part of immersion in the Landing Pad atmosphere. The neighbourhood is peppered with startups, technology investors and established companies, all of which combine to provide a rich environment of skills and talent for Australian companies to create expansion opportunities. WeWork’s alumnae include Airbnb, Dropbox, Reddit, General Electric, Microsoft, Red Bull, Honda, and General Motors.

SuiteBox was chosen because of its unique in-person virtual meeting business application that enables real-time digital signing within the meeting, automatic creation of an audit document that is appended to the meeting recording, video proof of the signer added to each signature, and a video recording file capturing all elements of the meeting.

With the ethical proof of professional advice under scrutiny globally, regulators increasingly require that any advice given to a client must be recorded and stored for evidence of purchase intent and understanding by the consumer.  SuiteBox enables an entire transaction to be completed in one meeting with multiple signatures collected in real time from the parties in the meeting regardless of where they are geographically located and records every interaction, spoken word, and non-verbal body cue during the entire meeting.

“We are honored to be recognised by Austrade and are excited to be able to benefit from the Landing Pad programme as the springboard to our US market expansion. The start-up expertise from the Landing Pad will expedite the global adoption plans of SuiteBox.  This is about enabling an Australian start-up to be successful in the global economy.  Success globally means that jobs and revenue are created back home in Australia”, said Dunbar.

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Ian Dunbar

Fast growing privately owned Dealer Group, Dover Financial Advisers, has partnered with video workspace software firm SuiteBox to deliver cutting edge video meeting, collaboration and digital signing technology to its network of advisers, the Companies announced yesterday.

SuiteBox is a digital workspace that uses technology to replicate a meeting room environment.  It allows advisers to meet with up to three people in a client group via video; to share screens; to share and work on documents; to give control to clients to do the same.  Unlike other video conferencing tools such as Skype, it allows participants to complete, fill in and sign required forms and paperwork.

Peter Thompson, Adviser Relations Manager at Dover said, “we embrace technology and the efficiencies which can help our advisers better engage and service their clients. SuiteBox’s innovative technology helps narrow this gap and we are excited to support advisers making decisions which provide these positive outcomes.”

SuiteBox’s CEO, Ian Dunbar said, “we are very excited to have partnered with Dover to deliver a new digital channel for Dover’s Advisers to engage with clients.  Dover is one of the fastest growing dealer groups in Australia, with a forward-thinking approach to utilising technology in the delivery of financial advice.

“Australia-wide, organisations are embracing technological innovation to boost business growth by eliminating inefficient processes. “In the financial services industry in particular, technology is having a huge impact, speeding up interactions with clients and enabling transactions to occur in real time, which can only benefit clients,” he said. “Something as simple as the digital signing of a document can bring forward a financial transaction by days or weeks. Software has enabled virtual meetings, which eliminate the need for in person meetings, which can be time consuming and costly for people to attend. Instead, with a digital meeting room, businesses can be more productive and move ahead with financial transactions at any point in time, anywhere in the world,” Dunbar said.

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Matt Cave

SuiteBox, the global provider of Digital Workspace solutions for professionals, is delighted to announce the appointment of Matt Cave to the newly created role of Chief Revenue Officer. Matt has more than 20 years of sales and marketing leadership experience across a range of industries. As CRO, Matt is charged with driving the continued growth of SuiteBox.

Ian Dunbar, CEO of SuiteBox said: “Matt brings to SuiteBox a rich pedigree in business leadership and sales performance. In prior roles as CEO of his own rapidly expanding start-up and more recently as GM of Sales for an ASX-listed company, Matt will add the impetus we need to take SuiteBox to the next phase of its growth.”

SuiteBox operates in Australia, New Zealand, South Africa and the United Kingdom, and has recently announced partnerships with Aon, Centrepoint Alliance and Pathways in the Australian market.

Energised by the new role, Matt added “The opportunity SuiteBox has provided me is incredibly exciting as well as challenging. It is exactly the project I’m seeking. Prior to my arrival the team have invested incredible effort in developing a truly world-class digital workplace solution. I look forward to helping build on their great work.”

Dunbar added “We have ambitious global expansion plans, which include diversifying our sales efforts to including Accounting, Law, and Property as well as extending our existing foothold in Financial Services. We will actively seek partnerships in new markets in SE Asia, Europe and the USA.”

Over 800 companies globally use the SuiteBox digital workspace technology. The company is experiencing rapid adoption as businesses globally embrace video, collaboration and digital signing technology to create significant growth efficiencies.

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Ian Dunbar

Global digital workspace provider SuiteBox yesterday announced it has won the mobility solutions category in the fin5ive challenge, part of the BankTech Asia Awards program. SuiteBox’s digital meeting, collaboration and digital signature solution beat hundreds of applications to impress a judging panel for its innovativeness and relevance to the Asia market.

SuiteBox’s SE Asia representative, Ms Leng Leng Ng, will present SuiteBox to over 200 Senior Bankers at the BankTech Asia event on 5th and 6th of July in Kuala Lumpur.

Ian Dunbar, CEO of SuiteBox said: “We are delighted to win this award. This acknowledgement is testament to the quality of our product offering and the continuous programme of innovation we have developed since we launched 18 months ago.”

“We have grown substantially over the last year and recently launched into the Asia market setting up a representative office in Singapore. We look forward to rolling out the product further across the Asia-Pacific region in 2017 and beyond.” He added.

Over 600 companies globally use SuiteBox’s digital workspace technology. The company is experiencing rapid expansion as businesses globally embrace video, collaboration and digital signing technology to create significant growth efficiencies.

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Ian Dunbar

Global professional services firm Aon has collaborated with Global software provider SuiteBox, to roll out its digital workspace technology to its Australian adviser network, to streamline their advice process and provide improved client experience.

“Aon has had a client first philosophy for some time now, leveraging technology such as SuiteBox’s video conferencing platform is the next logical step in improving the client experience. It also, increases the effectiveness and efficiencies for our adviser’s practices.” Said Jayson Walker, Aon’s General Manager of Financial Advice.

“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.” He added.

Aon has over 200 advisers across its network who will have access to SuiteBox’s video, collaboration, and digital signature tools.

Ian Dunbar, CEO of SuiteBox, commented: ‘Aon’s 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. This combination puts SuiteBox at the leading edge of digital workflows for professional services. The adoption of SuiteBox within Aon is true endorsement of this strategy”.

Over 800 companies globally use SuiteBox’s digital workspace. The company is experiencing a rapid expansion given the growing popularity of video conferencing in business and the engagement it offers with clients.

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Ian Dunbar

Global software provider of digital workspace technology SuiteBox has upgraded its software to allow for four-person meetings that, for the first time, enables the multi-party signing of documents in a secure cyber environment.

Ian Dunbar, CEO of SuiteBox, said: “This new functionality allows for a meeting host and up to three participants to meet together to virtually witness, sign and collaborate on documents in real time, in a safe and secure cyber environment. No other video conferencing software option offers this capability,” said Dunbar.

“In a business environment, digital workspace solutions must meet the demands of business. So we have upgraded SuiteBox to offer more flexibility in terms of the number of participants and secure digital signing capabilities,” he said.

“This is a world’s first functionality, that will enable all businesses to progress deals more quickly. It’s a busy world and it’s often impossible to conduct meetings in person. Our software enables up to four people to participate in the business transaction, which overcomes geographic and time barriers to help you and your clients get deals done and documents executed right away. Uniquely, SuiteBox enables a document to be signed by multiple parties within the digital workspace. No other technology globally facilitates this sort of capability.”

Over 600 companies globally use SuiteBox’s digital workspace. The company is experiencing a rapid expansion given the growing popularity of video conferencing in business and the engagement it offers with clients.

“Most surveys tell us that customers prefer meeting personally with their professional advisers to arrange their financial, legal or tax affairs. However, this can be costly and impossible if you and your client are located in different cities or towns. This is where the digital workspace can overcome time and geographic barriers and deliver significant business benefits and an enhanced client experience,” said Dunbar.

“For example, a professional adviser may leave a document in the SuiteBox digital workspace for invitees to review and sign at their leisure, and meet if they need to via video or in person. All interactions are recorded and stored, providing the highest level of compliance and authenticity of the transaction.”

SuiteBox is the only digital workspace technology solution in the world that allows businesses to share, amend and digitally sign documents with customers in real time and authenticate documents on-screen to complete transactions. Professionals can meet clients in their very own secure digital workspace anytime, anywhere and discuss documents together, and then store them back in a location of the client’s choice.

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Ian Dunbar

Global software provider of digital workspace technology solutions SuiteBox predicts over 1,000 companies will be using its mobile meeting rooms by March 2017, opening up the provision of financial services globally, including in Africa, the United Kingdom, Australia and New Zealand which rely heavily on video conferencing to connect with the rest of the world.

Ian Dunbar, CEO of SuiteBox, the mobile office solution for professionals, said: “Based on current growth rates, we expect the number of companies using our technology to increase by more than 500% in 2017, with these companies spread across the globe.

Our business is split as follows: 40% in Australia, 20% in New Zealand, 20% in South Africa, and 20% in the rest of world, including in the US and UK. SuiteBox has already doubled its headcount in 2016 and will likely nearly double again in 2017 as we spread the word of the benefits of virtual engagement technology across the globe,” said Dunbar.

The use of virtual meetings is growing rapidly worldwide. Global fintech conference company Finovate recently named virtual meetings as a ‘top trend in wealth technology’ for 2017 and predicted virtual meetings would become a key strategy for wealth managers to deliver advice to clients in the most convenient, most efficient and engaging way possible.

SuiteBox has also announced enhancements to its software, including the capacity to have a four-person virtual meeting, integrated forms with YTML highlighter, and in January it will expand its digital signing capacity to include the ability to embed video and photo evidence into the signing, “a world first which will make us a market leader in digital workspace tools,” said Dunbar.

SuiteBox is developing the concept of the ‘digital bank branch’ as this becomes another trend in the provision of financial services in 2017.

SuiteBox recently launched in South Africa in partnership with Moonstone Information Refinery, which bought a 10% equity shareholding in SuiteBox Solutions.

SuiteBox is the only digital workspace technology solution in the world that allows businesses to share, amend and digitally sign documents with customers in real time and authenticate documents on-screen to complete transactions, whilst being in a virtual meeting or in person. Professionals can meet clients in their very own secure virtual room anytime, anywhere and discuss documents as if they were in the same room together, then safely store them in the cloud with Oracle and Amazon Web Services.

“As the world becomes more connected, virtual meeting rooms can add significant value to most service-based businesses because they allow client interactions anywhere, irrespective of geographic location. Business people can undertake all personal consultation in a secure online forum, with face-to-face contact helping to build customer intimacy more effectively than phone or digital-based engagements such as emails,” Dunbar said.

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Kevin Liao

YTML Group and SuiteBox have formed a partnership to solve two significant consumer challenges facing financial advisers – the collection and review of data and the scheduling of client meetings.

Using YTML’s Highlighter product, advisers and clients can now manage data capture and review it immediately during their meeting using interactive web forms, creating a more convenient and easy customer experience.

Further, using SuiteBox’s secure digital signing technology and video conferencing, forms and applications can be safely signed and then converted to an agreed contract.

Both of these solutions help build stronger relationships with consumers, eliminating frustrations and time wasting and present advice as a professional, efficient and useful service.

“This partnership represents FinTech businesses at their best,” YTML CEO Kevin Liao said. “Eliminating blockages in our service offering and making advice a smoother, more consumer friendly experience is what will truly progress advice so it is a trusted and valued service.”

According to SuiteBox CEO Ian Dunbar, the advice industry is searching for ways to deliver advice to consumers which is efficient and price effective but also in a way that is easy to understand and recall and acts to protect both the adviser and themselves.

“Technology provides the foundation for disruptive change and delivery,” he said.  “Advisers are rapidly embracing these changes to help consumers on their advice journey, and SuiteBox is very excited to be working with YTML to break through another barrier in their industry.”

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Ian Dunbar

Australian businesses invested a record $3.75 billion in computer software in the third quarter of 2016, and new highs are expected in 2017, reflecting the rising importance of technology to Australian economy to reap productivity gains and business growth, according to Ian Dunbar, CEO of SuiteBox, a global software provider of digital workspace technology solutions.

The seasonally adjusted private computer software spend rose 3.2% in the September quarter of 2016, a 13.1% jump from a year earlier, according to gross domestic product statistics released today by the Australian Bureau of Statistics (ABS). The report reveals spending on computer software has hit record levels for several quarters as the role of technology becomes more vital to business.

In separate data released by the ABS this week, national productivity, as measured by multifactor productivity (MFP), grew 0.9% in 2015-16 across all industries. This year marked the fifth consecutive year of un-interrupted MFP growth. In the financial and insurance services sector, MFP grew 1.9% in 2015-16, outpacing national growth.
Ian Dunbar, CEO of SuiteBox, said: “Australia-wide, organisations are embracing technological innovation to boost business growth by eliminating inefficient processes.

“In the financial services industry in particular, technology is having a huge impact. For example, the advent of robo-advisers and online investment platforms is speeding up interactions with clients and enabling transactions to occur in real time, which can only benefit investors,” he said.

“Something as simple as the electronic signing of a document can bring forward a financial transaction by days or weeks. Software has enabled virtual meetings, which eliminate the need for in-person meetings, which can be time consuming and costly for people to attend. Instead, with a digital meeting room, businesses can be more productive and move ahead with financial transactions at any point in time, anywhere in the world,” Dunbar said.

“In addition, the advancement of cloud-based software and the rising popularity of software-as-a-service (SaaS), and the benefits it offers, such as lower initial costs and easier upgrades, is prompting more businesses to buy software as it becomes more accessible.”

SuiteBox is the only digital workspace technology solution in the world that allows businesses to share, amend and digitally sign documents with customers in real time and authenticate documents on-screen to complete transactions, whilst being in a video meeting on in person. The signature process is recorded and video’s archived for future reference and compliance requirements. Meetings can also be recorded.

SuiteBox has just completed a $1.5 million capital raising and is expanding its sales team as demand for its virtual meeting product grows.

“Professional service providers such as financial advisers, lawyers, mortgage brokers and accountants can dramatically boost their productivity by enabling immediate and personal interactions with clients rather than by communicating through impersonal exchanges such as email and rushed telephone calls,” Dunbar said.

“As time goes on and as technology becomes more important, we can expect to see more businesses adopt digital technologies and software aimed at achieving greater efficiencies and delivering greater transparency to their clients in the advice and investment process. As a result, we expect to see the national quarterly software spend top $4 billion in 2017,” he said.

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