News and Announcements
Elders and SuiteBox Announce Joint Venture
- Published March 03, 2017 12:00AM UTC
- Publisher Wholesale Investor
- Categories Company Updates
Elders Financial Planning has announced it has teamed up with SuiteBox Australia to provide new digital tools to is adviser network. Elders, General Manager, Tony Beaven said the partnership has come as the dealer group undergoes significant change.
KEY TAKEAWAYS:
- Improved social structures, cultures and resource supports. New hires with highly skilled state managers.
A few words from General Manager Tony Beaven and SuiteBox’s Regional Sales Manager, Andy Marshall;
“Now we have the structures, frameworks and resources firmly in place, the next stage is to adapt and transform our technological and digital capabilities with the help and input of our adviser network.”
“Andy Marshall, SuiteBox regional sales manager for Asia Pacific, said: “Globally, clients of wealth management firms are indicating their preference for efficient digitised services including video meetings.”
“With Elders’ human-centric approach, they are building processes that take the experience of the end customer to best practice levels. With that ambition they are an ideal partner for SuiteBox as our focus is on efficiency, engagement and advice delivery to suit today’s consumer.”
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