Box for Financial Services

Modernize workflows, enable regulatory compliance

Driving digital transformation in financial services

You can’t just flip a switch to become a digital business. You need to fundamentally transform the way you work. And so many of the ways businesses need to transform revolve around content, from automating key workflows to boosting customer engagement. That’s where Cloud Content Management comes in. With Box, you get a single place to collaborate, manage and secure all of the content and processes — all while maintaining compliance and adherence to industry standards like FINRA and GDPR. And by integrating seamlessly with the apps you already know and love, Box provides a single, secure content layer to empower the digital workplace.

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Connecting every facet of your business

Insurance companies, banks, investment firms and wealth management advisors can work and collaborate in a secure and compliant platform in the cloud. Boost client engagement. Enable mobile employees. Build content submission and approval apps. With Box, get a single platform for your business to work as one.

FinTech Ideas Festival highlights

Enable mobile advisors, agents and claims adjusters

Let field staff work anywhere, anytime and on any device and ensure they have the most-up-to-date information.

Improve internal and external collaboration

Work securely in the cloud with remote colleagues and customers with a robust governance and permissions model and audibility.

Accelerate secure client onboarding

Leverage secure file-sharing, document portals and workflow automation to speed up client onboarding and provide better customer service.

Create secure document portals

Make it simple and secure for employees, customers, investors and policyholders to share files across organizational boundaries.

Streamline insurance claims processing

Let field claims adjusters take pictures and videos using their mobile devices and upload them to Box, where they get associated with the correct GuideWire claim.

Leverage seamless eSignature

Use Box’s integrations with DocuSign and AdobeSign to send documents out for electronic signature and then save back to Box.

Build apps using Box APIs and SDKs

Use Box’s APIs and SDKs to create white-labeled apps for tax submission, wealth advising, loan and mortgage applications and insurance claims.

Ensure content compliance and governance

Manage all of your content to ensure compliance with FINRA, PCI DSS, GDPR, MiFID II and other key regulations.

Create a free account

Get started by creating a free account today and see how Box can help you manage your content in the cloud

Get a demo

Contact sales to get a demo of Box and learn how we can help you secure, share and manage your content