Collaborate and Engage Clients

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.