Carry out online meetings within AdviceOS using Suitebox
Using our open API, Midwinter have seamlessly integrated with Suitebox, allowing our users the option of carrying our video meetings online and provide virtual advice. This means that you will have the ability to hold video conferences and remote meetings with clients who are not able to make or would prefer not to have a face-to-face meeting. With this add-on to your current subscription, you will be able to carry out –
- One to one video meetings from your laptop, PC or IPad
- Walk through any documents with your clients remotely, collect signatures and stored updated and completed documents within AdviceOS
- Capture important moments as video clips from within the meetings and have them stored within AdviceOS
- Have all stored videos and documents readily available within Client Records to refer to later for reference or audit
Setting up your free trial to SuiteBox is easy! All you need to do is click HERE and follow the prompts to set up your trial user access.