Australia’s Elders Financial Planning has partnered with financial technology provider SuiteBox to create new digital solutions for its adviser network.
Under the partnership, SuiteBox will develop a new dealer group product to improve Elders Financial’s fintech efficiencies.
Elders Financial general manager Tony Beaven said: "We have transformed our business over the last 14 months, improving our social structures, culture and resource support capability, hiring some of the most highly skilled state managers in the industry, and giving back to our adviser network by offering educational scholarships to help our advisers up-skill in readiness for educational standards reforms.
“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.”
SuiteBox regional sales manager for Asia Pacific Andy Marshall 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.”
