SuiteBox Expands APAC Team

26th September 2016

SuiteBox, the mobile office solution for professionals, has appointed Andy Marshall to lead its APAC sales efforts.

Ian Dunbar, SuiteBox CEO, said: “I’m delighted to have Andy joining the SuiteBox team and heading up our sales efforts in Asia Pacific. Andy’s experience and insights into what advice customers really want, and how advisers can deliver experiences that drive advocacy and loyalty through the use of technology, align perfectly with SuiteBox’s mantra of enabling client engagement for professionals.”

The author of over 200 practice management articles, Mr Marshall is one of the most widely shared and read contributors to industry publications. He brings with him 28 years of experience in financial markets, academic research in the fields of psychology and neuroscience and financial advice best practice.

Andy Marshall, SuiteBox Regional Sales Manager – APAC, said: “It’s an exciting time to join an award winning innovation leader like SuiteBox.  My role is to focus the sales efforts on partnering with organisations that want to take their client relationships and services to new levels and institutions who want to equip their adviser force with leading client engagement technology. Client engagement with efficiency, meaning, relevance and ensuring compliance (the proper recording of advice via processes like file notes) has remained a challenge for advisers and any professional balancing risk management, process and engagement. At a time when client wants and their use of technology is changing, they are looking for solutions that fit with busy lifestyles.  Efficiency is key, but so is connection.  SuiteBox as a platform offers the solution to that balance.”

Andy has been involved in financial markets since 1988, he is a Senior Associate of Finsia, holds a Bachelor of Science (Melbourne University), a Diploma of Financial Markets (Securities Institute) and the Diploma of Financial Planning (Deakin). He is currently studying towards a Bachelor of Behavioural Studies– Psychology major, Advanced Psychology and Sociology minors from Swinburne University.