Box for financial services

Streamline key processes for seamless customer experiences


Powering leading financial services firms


When it comes to financial services, clients expect omni-channel experiences that are seamless every step of the way. Box makes it easy for you to speed up day-to-day tasks like onboarding, collaborating on loans, managing M&A activity, and accessing and exchanging updated financial information. And you do it all with unprecedented security and compliance.

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SunTrust logo
Morgon Stanley
ATB Finance logo
Farmers Insurance logo
Nationwide logo

Onboard clients with ease 

Attract new customers with transparent client onboarding. With our financial services compliant software, you enable clients and internal teams to share and access confidential information, assign tasks, sign documents, and edit content from any device, anywhere.  

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Accelerate loan processes 

Reduce the overall turnaround time for loan requests by connecting customers and underwriters or originators in an efficient, interactive environment. Having a seamless financial cloud service makes it simple to upload documents and fuse them with existing applications.

Create great customer engagements

Easy online experiences attract new customers and help you build loyalty. With a rich set of APIs to create tailored experiences, you provide clients and financial advisors with a more effective and interactive way to work. 

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One platform for financial services

Client onboarding

Create an efficient and intelligent customer onboarding process to improve satisfaction and retention.

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Virtual data room

Create a centralized, secure, and compliant virtual data room for M&A activities, bidding, and contract negotiations.

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Loan origination

Accelerate loan intake with transparent processing and archiving, along with secure submission of sensitive information.

Modern records management

Build a scalable retention strategy for regulated content, ensuring you meet compliance standards like FiNRA, WORM, MiFID 2, and GDPR.

Client portal

Drive seamless multiparty collaboration, where exchanges of confidential content stay both secure and compliant.

Claim management and processing

Shorten the claim lifecycle and simplify claim management by centralizing client and agent data in one place.

Smarter customer connections, no matter your sector


Accelerate tasks like client onboarding and mortgage and SMB loan workflows. We make it quick and easy for employees to access and exchange information.

Investment services

Custom experiences allow client PII documents and financials (as well as historical and educational data) to flow securely between the right people.


Streamline insurance claims processing with an easy way for field claims adjusters to upload photos and videos over mobile devices. 

End-to-end compliance

Reduce risk and regulatory fines by adhering to industry requirements like FINRA, SEC 17a-4, WORM, and MiFID II. Plus, maintain compliance and security for financial services with robust retention management capabilities, ensuring proper retention and disposition of content with big-bucket retention strategies. With Box, you get the financial services compliant software you need.

Ready to get started?