"By integrating SuiteBox into XPLAN, we are delivering the next generation of digital engagement tools for financial advisers"
IRESS Executive General Manager, Product, Andrew Simon, said: “Clients are seeking engagement across a variety of channels from face-to-face to an online digital experience.
“The integration of SuiteBox with XPLAN adds a video-based communication to XPLAN. This will help financial advisers increase their options for effective and efficient client engagement.”
SuiteBox CEO, Ian Dunbar, added: “By integrating SuiteBox into XPLAN, we are delivering the next generation of digital engagement tools for financial advisers with a leader in financial advice technology. It is exciting to work with a partner like IRESS, which shares our vision for the way advice can be delivered.
“Busy professionals such as financial advisers, do not want to be using disparate tools with multiple, stand-alone applications. SuiteBox brings together meeting, collaboration and transactional capabilities that seamlessly integrate with XPLAN, creating an exceptional proposition for advisers and their clients.”
