YTML Group forms partnership with SuiteBox
Collecting, reviewing and analysing data efficiently in order to assist advisers with customer challenges will be the core focus of the new partnership agreement between YTML Group and SuiteBox.
The two solutions would eliminate time constraints and assist advisers to deliver feedback with increased efficiency, according to SuiteBox chief executive, Ian Dunbar.
Suitebox's secure digital signing technology would be pitted with YTML's Highlighter product to help service clients in a more innovative way.
"Technology provides the foundation for disruptive change and delivery," Dunbar said.
"Advisers are rapidly embracing these changes to help consumers on their advice journey."
YTML chief executive, Kevin Liao, said that the partnership was a strong reflection of the benefits of fintech enablers across the finance sector.
"[We are] eliminating blockages in our service offerings and making advice a smoother, more consumer friendly experience," he said.
"This partnership represents fintech businesses at their best."
AUTHOR
Hope William-Smith
Recommended for you
ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice.
The number of active advisers on the HUB24 platform has risen to more than 5,200, helping it see quarterly inflows of $5.2 billion.
ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments.
CFS has formed a strategic partnership with the University of Sydney to support the responsible development of AI solutions in the wealth management sector.
