Virtual advice software provider SuiteBox has announced it appointed a former Zurich national sales strategies manager to lead its Asia-Pacific sales efforts.
Andy Marshall has taken up the role of SuiteBox regional sales manager – APAC. ifa reported last month that Mr Marshall departed Zurich amid significant changes to the company.
Mr Marshall said his new role will focus on “the sales efforts on partnering with organisations that want to take their client relationships and services to new levels and institutions who want to equip their adviser force with leading client engagement technology”.
“Client engagement with efficiency, meaning, relevance and ensuring compliance (the proper recording of advice via processes like file notes) has remained a challenge for advisers and any professional balancing risk management, process and engagement," Mr Marshall said.
“At a time when client wants and their use of technology is changing, they are looking for solutions that fit with busy lifestyles. Efficiency is key, but so is connection. SuiteBox as a platform offers the solution to that balance.”
SuiteBox chief executive Ian Dunbar added, “I’m delighted to have Andy joining the SuiteBox team and heading up our sales efforts in Asia-Pacific.
"Andy’s experience and insights into what advice customers really want, and how advisers can deliver experiences that drive advocacy and loyalty through the use of technology, align perfectly with SuiteBox’s mantra of enabling client engagement for professionals.”
The regulator has also banned the director of the firm linked to the Mayfair 101 Group from controlling a financial services entity.
The big four bank has confirmed the move today.
Joe Longo has addressed ongoing concerns by the industry.
Get the latest news! Subscribe to the ifa bulletin
Get notifications in real time and stay up to date with content that matters to you.