Privately-owned dealer group Dover Financial Advisers has announced a partnership with fintech firm SuiteBox.
The partnership will allow Dover’s adviser network to conduct video meetings and share documents with one another and with clients.
“We embrace technology and the efficiencies which can help our advisers better engage and service their clients,” said Dover adviser relations manager Peter Thompson.
Mr Thompson said the partnership with SuiteBox would help to this end, and allow advisers to better engage with their clients.
SuiteBox chief executive Ian Dunbar said the fintech firm was “very excited” with the partnership, adding organisations around Australia were increasingly looking to technology to bolster their growth.
“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.
“Software has enabled virtual meetings, which eliminate the need for in person meetings, which can be time consuming and costly for people to attend.”
T. Rowe Price has promoted its relationship managed to head of intermediary as i...
Senator Andrew Bragg has said the Liberal Party was wrong for initially voting a...
Sydney-based advice firm Small & Gunn has joined Count Financial’s member ...