XPLAN / SuiteBox … video enabled workspace

Document created by Lisa O'Reilly Employee on Oct 17, 2017Last modified by Lisa O'Reilly Employee on Oct 17, 2017
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Meet, collaborate and transact with your clients virtually - anywhere, at any time!

 

What is SuiteBox?

SuiteBox is a video meeting software with document and screen sharing functionality and, depending on the model chosen, the ability to electronically sign documents. 

SuiteBox is the digital version of your meeting room:

  • schedule online client meetings with up to four attendees, including the host directly from XPLAN
  • screen share documents and applications at a touch of a button
  • video record advice discussions and return all records of the meeting directly to your client’s file notes in XPLAN, ensuring compliance obligations are met
  • build stronger client relationships and do more business, more often, more cost effectively

 

SuiteBox offers two models:

  • Individual SUBSCRIBER
  • ENTERPRISE (includes the ability to white label your meeting space with your brand for a seamless client experience)

 

Get more out of XPLAN ...

Integrating SuiteBox with XPLAN allows you to maximise efficiency for your clients and your business, along every step of their advice journey.

It does this by solving the challenges you face such as the cost and time spent on physical, face-to-face meetings, difficulties with regulatory compliance, lack of digital integration, concerns about email security and business delays due to document lag.

 

‘Delivered via the cloud, SuiteBox is simple, intuitive and easy to install and use.’

 

Meet

  • Meet more clients, more often
  • Save time and costs on travel, without losing the value of face-to-face interaction

 

Collaborate

  • Engage with clients anytime, anywhere
  • Save time and cost – no paper, no scanning

 

Transact

  • Take action in real-time
  • Record your meetings and save documents directly to XPLAN for compliance

 

 

 

To determine the model that best suits your requirements, or to switch SuiteBox on in XPLAN, please speak with your IRESS representative.

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