Finovate Alumni News

On Finovate.com

  • “SuiteBox Teams Up with Midwinter to Ease Compliance Burdens for Investment Advisers”
  • “SigFig Partnership with UBS Features Equity Investment, Tools for Wealth Managers”

On FinDEVr.com

  • “PIMCO Selects Markit and KYC.com to Bolster Onboarding”

Around the web

  • PaymentEye interviews Azimo CEO Michael Kent in discussion with Ricky Knox, Tandem CEO.
  • Sberbank introduces fundraising function in mobile application.
  • Guardian Analytics partners with the Norman Group.
  • WePay unveils its white-label mPOS solution.
  • Misys wins awards for its work with Bank of Beijing and Vietnam Technological & Commercial Joint Stock Bank.
  • Green Dot announces plans to divide chairman and CEO roles.
  • Michigan First FCU leverages Insuritas to power Michigan First Insurance Agency for its members.
  • Bleu selected for VC Fintech Accelerator in Little Rock, Arkansas.

This post will be updated throughout the day as news and developments emerge. You can also follow all the alumni news headlines on the Finovate Twitter account.

SuiteBox Wins “Best Technology” at Melbourne Showcase; Dunbar Advances to CEO

SuiteBox_homepage_April2016

Just a month after naming Ian Dunbar as its new CEO, Australian virtual workspace innovator SuiteBox has won “Best Technology” at the Melbourne Showcase.

Marc Evans, co-founder of Showcase, sponsor Afiniation, and a judge at the event, praised SuiteBox as a “clean and simple solution that shows how technology can continue to innovate and improve how we connect with our clients.”

Afiniation is a network dedicated to supporting fintech innovation in the Australasia region. Thirty companies participated in this year’s showcase in Melbourne, held earlier this month. Finovate and FinDEVr alum Yodlee is among the event’s sponsors.

Afiniation_SuiteBox_TweetPic

Also taking home top honors from the showcase were:

  • Best in Show: Macrovue
  • Best New Entrant: Billsumo
  • Best Disruptor: XTB

The Melbourne Showcase isn’t the first time SuiteBox had been in the winner’s circle this year. The company won the Global 2016 Mobile category of the KPMG Fintech Innovation Challenge in February, ahead of its FinovateEurope debut.

Also making headlines for the company is Ian Dunbar’s move from country manager to CEO of SuiteBox. Co-founder and CEO Richard Mannell will stay on with SuiteBox as the company’s new COO. Talking about the leadership change, Dunbar said it reflected “the positioning of SuiteBox as a global provider of solutions to the financial services industry.”

Founded in 2013 and headquartered in Auckland, New Zealand, SuiteBox demonstrated its technology at FinovateEurope 2013. The company’s technology is used by more than 250 financial services companies in Australia and New Zealand. And while Australia represents most of SuiteBox’s growth, Dunbar sees room for “rapid expansion” in the country, as well as pursuing new markets. Read more about SuiteBox’s virtual meeting rooms for financial professionals.

Finovate Alumni News

On Finovate.com

  • “Uber, Green Dot Partner to Help Drivers Get Paid Promptly”

On FinDEVr.com

  • “Symbiont and Ipreo Team Up to Accelerate the Loan Settlement Process”

Around the web

  • Western Independent Bankers (WIB) picks Bizfi as its exclusive premier alternative finance solution provider.
  • Coinbase adds stop orders to its Coinbase Exchange platform.
  • Markit unveils new tax utility service.
  • Eris Industries chooses Ledger as its blockchain hardware security partner.
  • Medium.com features Klarna and Qapital in a look at building a startup “the Swedish way.”
  • SuiteBox listed among fintechs that are developing tools to help superannuation funds.
  • Envestnet wins the 2016 Technology Innovation Award from the Bank Insurance and Securities Association (BISA).
  • Pakistan’s Soneri Bank selects T24 core banking system from Temenos.

This post will be updated throughout the day as news and developments emerge. You can also follow all the alumni news headlines on the Finovate Twitter account.

Finovate Debuts: SuiteBox Introduces Virtual Meeting Rooms for Financial Professionals

SuiteBox_homepage_Mar2016

SuiteBox provides professionals in financial services and other fields with the kind of multi-channel, interactive experience we’ve always wanted from the internet. With just a smartphone, tablet, or laptop, professionals can build and manage secure, virtual meeting rooms and use these private, virtual spaces for conference calls, document collaboration, screen sharing, embedded web forms, e-signatures and more. Everything in the session can be recorded in full or in part for future reference. The technology is available as both a standalone solution or via a fully integrated white-label API.

“SuiteBox does everything that you can do in a physical meeting and more,” said Ian Dunbar, country manager for SuiteBox Australia.

Company facts:

  • Founded in March 2013
  • Headquartered in Auckland, New Zealand
  • Richard Mannell is CEO

SuiteBox_stage_FEU2016

SuiteBox Australia Country Manager Ian Dunbar demonstrated his company’s technology at FinovateEurope 2016 in London.

In his demonstration at FinovateEurope, Dunbar and his team showed a fully white-labeled virtual meeting space. He demonstrated a sample insurance transaction showing off the platform’s mutually accessible web forms, video conferencing, session recording, and e-signatures. “Importantly,” Dunbar added, “this virtual meeting room is now open and available to be used at any time. They can come back in. They can have a meeting. They could drop documents off for each other to have a look at. They could even leave a video message or a chat message.”

“Effectively that gives you a meeting space that can be used on an ongoing basis,” Dunbar explained. “You don’t have to be back actually having a physical meeting.”

SuiteBox_Ian_Dunbar2We spoke with Ian Dunbar (circle photo), country manager, Australia, during rehearsal day at FinovateEurope. We followed up with a few questions about SuiteBox and how entrepreneurs and businesses can take advantage of the technology.

Finovate: What problem does SuiteBox solve?

Ian Dunbar: SuiteBox is solving one of the biggest challenges of professional services globally. How do you maintain and grow your client relationships, manage and close business and increase efficiency and profitability into your business. All when we are faced with time-poor clients, congested cities, and the need manage paper, post, scanning and signing of documents.

SuiteBox solves all of this by delivering everything you can do in a physical meeting and more, including video meetings, document sharing and collaboration, electronic signing and selective recording.

This is all delivered through the SuiteBox MeetingSpace, a secure private collaboration space that remains permanently open and accessible throughout the relationship life of the professional and their client.

Finovate: Who are your primary customers?

Dunbar: Financial advisers, insurance providers, banks, mortgage brokers, stock brokers, educators; legal, pension fund, and real estate professionals.

SuiteBox_image1

Finovate: How does SuiteBox solve the problem better?

Dunbar: SuiteBox is the only tool globally that combines all the tools to close business and get the job done. SuiteBox eliminates the need to juggle video tools, e-signature tools and emails. SuiteBox is also the only tool that delivers a permanently open MeetingSpace, that allows the participants to enter and leave the space at their convenience, share and transact documents, and only meet via video when needed.

Finovate: Tell us about your favorite implementation of SuiteBox.

Dunbar: SuiteBox has launched a highly integrated solution with Midwinter Financial Services’s AdviceOS adviser desktop in Australia. In this implementation, the Adviser has a seamless experience that allows:

  • the Adviser to schedule virtual meetings and launch SuiteBox from the AdviceOS desktop
  • the Adviser to white label SuiteBox to their own branded MeetingSpace
  • documents to be sourced from AdviceOS and saved directly back to the client record in AdviceOS
  • video records to be stored for future reference, and be easily accessible from the client record within AdviceOS.

Finovate: What in your background gave you the confidence to tackle this challenge?

Dunbar: SuiteBox’s founder and creative director is a world leader in data visualization and founder of several successful interactive media businesses including Terabyte Interactive, now recognized as the oldest multimedia company in the world.

Craig is expert at developing technology strategies to address opportunities. He pioneered the first online real-time 3D graphics for the America’s Cup as co-founder of Virtual Spectator. More recently, Craig established Futuretech that gave rise to One Room, the World’s leading funeral-streaming service.

SuiteBox_image2

Finovate: What are some upcoming initiatives from your company that we can look forward to over the next few months?

Dunbar: We will be integrating with a number of CRM systems, Advice Platforms and Wealth Platforms globally.

We will also be releasing enhancements to the secure MeetingSpace, that will allow participants to utilize the space completely autonomously of being in a meeting. Such as allowing a party to drop off a document, leave a video or chat message, and manage business at any time convenient to them.

Finovate: Where do you see your company a year or two from now?

Dunbar: SuiteBox has recently expanded into the South African market, opening an office in Johannesburg. Throughout 2016, we will expand into the United Kingdom, Europe and North America.


Check out the demo video from SuiteBox from FinovateEurope 2016.

Finovate Alumni News

On Finovate.com

  • “Ledger Launches Blockchain Open Ledger Operating System”
  • “Finovate Debuts: VoicePIN Offers an Easy Biometric Login Solution”
  • “Finovate Debuts: SuiteBox Introduces its Virtual Meeting Rooms for Financial Professionals”

On FinDEVr.com

  • Avalara teams up with WooCommerce to help online merchants manage sales taxes.

Around the web

  • OnDeck partners with Innovate Finance to debut Transatlantic Policy Working Group.
  • LandlordReferencing.co.uk to use Netverify from Jumio to comply with the U.K.’s new Right to Rent law.
  • The United Bank of Egypt upgrades to latest Misys core banking solutions as part of major modernization of retail, SME, and corporate businesses.
  • Top Image Systems launches next generation, automated accounts payable solution, eFLOW AP.
  • Zopa’s new lender products are live.
  • Golden West CU processes 15 new applications for insurance products in first 30 days of deploying Larky.
  • Coinbase introduces stop orders on Coinbase exchange.

This post will be updated throughout the day as news and developments emerge. You can also follow all the alumni news headlines on the Finovate Twitter account.

SuiteBox Wins Mobile Category of KPMG Fintech Innovation Challenge

SuiteBox_homepage_Jan2016b

Less than a month away from its Finovate debut, SuiteBox earned top honors in the mobile category of the KPMG Fintech Innovation Challenge.

The New Zealand-based company’s technology enables users to hold, manage, and record meetings online as well as share, analyze, and sign documents with any web connection via a virtual office environment.

SuiteBox_video

(Click image to play video)

“This success is a ringing endorsement of the opportunity for truly mobile virtual meetings between professionals and their clients across many industries,” SuiteBox CEO Richard Mannell said. “SuiteBox is excited to be at the forefront of delivering mobile office solutions globally.”

Organized by fellow Finovate alum Matchi, the KPMG Fintech Innovation Challenge is designed to encourage collaboration between fintech startups and FIs. Through the Challenge, six companies are selected by a panel of judges, and matched up with financial organizations to develop their technologies. On 10/11 February, the six companies will participate in the KPMG FinTech Innovation Summit in London along with a number of FIs including:

  • AIB (Ireland)
  • Bank Hapoalim (Israel)
  • Caixa Bank (Spain)
  • Liberty Group (South Africa)
  • Nationwide (United Kingdom)
  • Rabobank (Netherlands)
  • Standard Bank (South Africa)
  • Westpac (Australia)

Founded in 2013 and headquartered in Newmarket, Auckland, SuiteBox has more than 200 companies currently using its technology. This includes financial planners like Midwinter Financial Services, which announced in November that it would integrate SuiteBox, and independent financial advisory firm Canopy Private, “a major adopter of virtual advice solutions.”

Currently expanding in Australia, New Zealand, South Africa, and United Kingdom, SuiteBox will demonstrate its technology at FinovateEurope 2016 in London in February.

FinovateEurope Sneak Peek: SuiteBox

SuiteBox_homepage_Jan2016

FEU2016_logo_withdateA look at the companies demoing live to 1,500 fintech professionals. Get tickets this week for early bird savings.

SuiteBox is a unified, cloud-based collaboration service that brings together video, voice, electronic signing, screen sharing, and selective recording to any device, anytime, anywhere.

Features:

  • Fully white-labelled virtual meeting room which is always ‘open’
  • Combines the power of video with electronic signing and recording
  • Integrates with your own CRM using open APIs, or use standalone

Why it’s great
Meet and complete virtual meetings and transactions using the power of the SuiteBox meeting room. The ‘suite’ of virtual collaboration tools enables you to complete business online, anytime.

Presenters

SuiteBox_Ian_DunbarIan Dunbar, Country Manager, Australia

Dunbar is the country head of SuiteBox for Australia. In addition, he is the founder of Afiniation, an Australasian network of fintech innovators. Dunbar is a former executive of UBS Australia.
LinkedIn

 

SuiteBox_RichardMannellRichard Mannell, CEO, Founder

Mannell is an experienced founder, investor, and CEO in financial markets and global wine trading. He is the former managing director, and board member, of ICAP in London. Mannell is also the founder/director of Bordeaux Index, a leading fine wine broker.
LinkedIn

Finovate Alumni News

On Finovate.com

  • Moven Launches Offers with Four Merchant Partners”
  • Gem Raises $7 Million in Series A”

Around the web

  • Blackhawk Network acquires GiftCards.com and OmniCard for $120 million.
  • EyeLock partners with Diebold to develop new ATM experience using mobile app, QR codes, and iris scanning.
  • Trustly partners with GoldMoney’s BitGold to connect with financial institutions for direct deposits and redemptions.
  • LiveRamp interviews Cardlytics CMO Dani Cushion.

This post will be updated throughout the day as news and developments emerge. You can also follow alumni news headlines on the Finovate Twitter account.