Collaboration Made Easy
Engage clients and collaborate on your branded mobile office
Mobile Collaboration
Collaborate on the go from your mobile device. Get all the tools you need from one app: Chat – Voice – Video – Teleconference – Files – Signatures
Client Engagement
Engage clients with your branded virtual office. Talk face-to-face with your clients, present your ideas via shared screen, or just drop a quick confidential text message to stay in touch.
Financial Client Retention
Adopt the ways of the new generation, who prefer to communicate and collaborate digitally on a mobile device. Make the conversation bigger than money. Talk about legacy, values and family stories.
Mobile Collaboration for you and your clients
It's never been so easy to operate in a virtual environment
