Securely Manage Valuable Financial Data

Download the Box for Financial Services guide


From loans and mortgages to investment portfolios, Box can support a wide range of priorities in a cloud-based, secure and compliant environment. 
In this Box for Financial Services Guide, learn how to:

  • Improve Client Relations. Create investor portals, provide clients and Sales teams the latest collateral and access Box directly from your CRM application.
  • Streamline Business Processes. With the ability to create virtual deal rooms, simplify claims or loans processing and improve portfolio management, Box boosts operational efficiency and productivity.
  • Control Risk & Compliance. Protect sensitive content with comprehensive security controls including watermarking, device trust, customer controlled encryption and retention management.