logo

FinTech

Video: AdviserVoice/Zurich FinTech Lab – Episode 4, Suitebox

07 Dec 2015
From

Welcome to the fourth episode of the FinTech Lab video series.

We give FinTech providers an opportunity to pitch their products, have them tested by a panel of advice professionals and be given practical feedback.

In this episode, which follows on from last month’s pitch from Ian Dunbar of Suitebox, our panel trial Suitebox (a virtual 24/7 meeting room) and give Ian some real world critiques and feedback.

Suitebox allows you to meet your clients in their very own secure virtual room anytime, anywhere. Host video meetings and discuss documents as if you were in the same room together then safely store them in the Cloud with Oracle and Amazon Web Services.

 

 

Watch AdviserVoice/Zurich FinTech Lab – Episode 1, Adviser Intelligence here.

Watch AdviserVoice/Zurich FinTech Lab – Episode 2, Adviser Intelligence here.

Watch AdviserVoice/Zurich FinTech Lab – Episode 3, Suitebox here.

Watch AdviserVoice/Zurich FinTech Lab – Episode 5, Domacom here.

Watch AdviserVoice/Zurich FinTech Lab – Episode 6, Domacom here.

Watch AdviserVoice/Zurich FinTech Lab – Episode 7, LabForm here.

Watch AdviserVoice/Zurich FinTech Lab – Episode 8, LabForm here.

Watch AdviserVoice/Zurich FinTech Lab – Episode 9, Aged Care Steps here.

Watch AdviserVoice/Zurich FinTech Lab – Episode 10, Aged Care Steps here.

Watch AdviserVoice/Zurich FinTech Lab – Episode 11, ‘Charlie’ from Oi Software here.

Watch AdviserVoice/Zurich FinTech Lab – Episode 12, ‘Charlie’ from Oi Software here.

Watch AdviserVoice/Zurich FinTech Lab – Episode 13, ‘Zlife’ from Zurich Financial Services here.

Watch AdviserVoice/Zurich FinTech Lab – Episode 14, ‘Zlife’ from Zurich Financial Services here.

Watch AdviserVoice/Zurich FinTech Lab – Episode 15, Ignition Wealth here.

Watch AdviserVoice/Zurich FinTech Lab – Episode 16, Ignition Wealth here.

 

Tags:

Earn CPD Points

  • CPD: The structural advantage of US middle market private credit

    Private credit has moved from a niche institutional allocation to a mainstream component of modern portfolio construction. It offers advisers a compelling way to enhance income, diversification and portfolio resilience. [...]

  • CPD: Rupture and resilience

    The global economy is no longer gliding along a familiar path of ongoing globalization and increasing integration. In the words of Canadian Prime Minister Mark Carney, the world is undergoing [...]

  • CPD: A TTR strategy for modern retirement

    We are currently witnessing one of the most significant demographic transformations in Australia’s history. Over the next decade, an estimated 2.5 million Australians are expected to enter retirement[1]. This article, [...]

  • CPD: Trend following in uncertain times

    Trend following strategies aim to generate returns by capturing sustained price movements across a diverse range of asset classes. Unlike traditional investment approaches that rely on valuation or forecasting, trend [...]

  • CPD: Aged care advice and ethics

    Data from the Australian Institute of Health and Welfare (AIHW) shows that Australia’s population aged 65 and over is projected to reach 22% – or 8.8 million people – by [...]

View more CPD