Self-governing documents take the pain out of compliance.
So you can take care of business.
When compliance is made easier it actually happens.
That’s the idea behind self-governing documents from Box Governance. Self-governing documents let you automatically protect sensitive content with intelligent policies.
Self-governing documents help you reduce the likelihood of fines and lawsuits, by streamlining compliance regulations such as FINRA and SEC rules. The process is intuitive and invisible to employees, so they can focus on their core mission: serving customers and growing your business.
Self-governing documents follow instructions,
like “Obey FINRA” and “Stay.”
With Box Governance, it’s easier to manage the document lifecycle while complying with regulations, e-discovery, and data retention policies. By tagging documents with clear classification rules, it simplifies the tasks of financial document compliance.
Automatic retention
Set policies to preserve and dispose of financial documents in the exact time frame required by FINRA.
eDiscovery Support
Legal holds identify and preserve content. Audit trails save every action your employees take in the Box platform, across all devices.
Security and control
Classify sensitive data to automatically restrict access, enforce upload and sharing policies, and limit access to trusted devices.
Integrated ecosystem
Seamlessly integrate with tools you already use, like NetSuite, Salesforce, Office 365 and DocuSign.
5 steps to good governance.
Can we really simplify document compliance to five basic steps? Yes we can. It starts with deciding that there’s a better way. Download our PDF for insight on managing the entire document lifecycle.