Collaboration Made Easy
Engage clients and collaborate on your branded mobile office
Collaborate on the go from your mobile device. Get all the tools you need from one app: Chat – Voice – Video – Teleconference – Files – Signatures
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.