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."
Recommended for you
With the highest number of candidates in a year sitting the latest financial advice exam, a surge of new entrants are expected in the coming weeks, according to Wealth Data.
AMP has launched a range of five diversified index managed portfolios on its North investment platform, targeting a younger client demographic.
An NSW adviser, who advised over 120 clients after falsifying her financial advice exam results, has been permanently banned by ASIC.
ASIC has released the results from the latest financial adviser exam, the first to be run since changes to its structure earlier this year.