We're pleased to advise that SuiteBox has integrated with IRESS' XPLAN providing users with new capability to meet, collaborate and transact with clients virtually, anywhere, at any time.
The API integration of the SuiteBox solution with XPLAN represents the addition of a video based communication channel, enabling you to build stronger client relationships and provide advice and service more cost effectively, and in a manner which suits your client.
The integration offers the advisers the ability to:
- Schedule online client meetings directly from XPLAN
- Screen share documents and collaboration tools
- 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
- Digitally share, sign and witness documents during meetings
The new capability is available to XPLAN users on version 2.21 and greater, on an Enterprise or Subscription based model. To learn more, determine the model that best suits your requirements, or to switch SuiteBox on in XPLAN, please contact your IRESS Account Executive or email@example.com