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
A relevant provider has received a written direction from the Financial Services and Credit Panel after a superannuation rollover resulted in tax bill of over $200,000 for a client.
Estimates for the calendar year 2024 put the advice industry on track for a loss in adviser numbers as exits offset gains from new entrants.
Adviser Ratings shares five ways that financial advice changed in 2024 with an optimistic outlook for 2025, thanks to the Delivering Better Financial Outcomes legislation.
National advice firm Invest Blue has announced several acquisitions, including the purchase of an estate planning and wealth protection business Lambert Group.
