Video Document Exchange Dashboard

Video Conferencing, Document Exchange & Document Storage: Engage with clients online, screen share documents, record meetings, and digitally sign documents and managing compliance efficiently – all stored in a secure vault.

  • Meet more clients, more often – Save hours per week holding your meetings online via High Definition video conference
  • Learn More – Build stronger relationships and screen share documents and collaboration tools easily
  • Transact more business – Unlimited ability to edit live documents and add digital online signatures -all stored in the secure vault
  • Screen share documents during live meetings
  • All meetings and documents stored securely in the adviser and client vault
  • Audit trail to refer back to meetings held and documents exchanged, edited and signed

Pricing: please contact us for more information

Are you ready to transform how you engage with your clients?

Get in touch with the experienced team at SVX Group on +613 9867 3115, or contact us